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Folders and File Cabinets: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

02 Final Assessment

OnBase Folders and File Cabinets allow users to electronically access related documents in a way that is as familiar and intuitive as physical folders and file cabinets, but with the added benefits and security offered by OnBase.

Learn to design a Folder and File Cabinet structure, and configure it so that it can be automatically created and populated without user interaction!

Lab versions available with this course: OnBase 18 and Foundation EP1

Important:

  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.

  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.

  • OnBase
  • eLearning
  • P1710
  • Beginner
  • 1 hr
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Accessing the Folders and File Cabinets Interface
  • Designing a New Folders and File Cabinets Solution
  • Auto-Foldering
  • Deciding which Keywords to Use in the Solution
  • Configuring the File Cabinet Structure
  • Configuring Parent and Child Folders
  • Auto-Foldering Existing Documents
  • Deleting Folders from the Client vs. Deleting Configuration
  • Configuring the Solution to Automatically Display Documents
  • Testing the Folders and File Cabinet(s) Structure
  • Auto-Creating Child Folders
Learning Paths with This Course