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Perceptive: Exporting Unity Forms from OnBase to Content

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SECTION 1: Export Process Overview

01 Introduction 1 m
02 Activity: Unity Forms: Introduction eLearning Course (Optional)
03 Architectural Overview 5 m
04 Export Process Flow 2 m
05 Export Process Demonstration 3 m
06 Introduction to the Unity Forms Designer 3 m
07 Activity: Practice What You Have Learned

SECTION 2: Export Process Setup

08 Step 1: Sharing Your Form 2 m
09 Step 2: Workflow and Document Parameters 3 m
10 Step 3: Capture Profile and Application Plan Edits 3 m
11 Step 4: Testing Your Process Flow 2 m
12 Activity: Practice What You Have Learned

SECTION 3: Final Assessment (Earn 80% or higher to earn credit)

13 Final Assessment

Additional Learning for Perceptive Content Customers

14 Introduction to OnBase
15 Unity Forms: Introduction
16 Unity Forms: Advanced Features
17 Unity Forms: Hands-On Experience (Introduction)
18 Unity Forms: Hands-On Experience (Intermediate)
19 Workflow and OnBase Studio Introduction

Additional Learning for OnBase Customers

20 Perceptive: Content for Administrators
21 Perceptive: Content Server Administrator
22 Perceptive: Content Server
23 Perceptive: Content for Administrators (Instructor-led with Hands-on Labs)
24 Perceptive: Content Server Essentials (Instructor-led with Hands-on Labs)

Are you a Perceptive Content user looking for a forms solution? Build and maintain robust forms in an easy-to-use interface with Unity Forms Designer – no coding needed! In this course, learn to export your form from OnBase Unity Forms over to Perceptive Content.

  • Premium
  • P1684
  • Beginner
  • 24 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Software Products Needed
  • Sharing the Form with Content
  • Understanding the Architecture
  • Setting Up the Export Parameters
  • Testing the Export Process