|01||Document Packaging Overview||4 m|
|02||Course Overview||1 m|
|03||Configuring Settings, Keywords & Headers||2 m|
|04||Configuring Document Sets||5 m|
|05||Configuring Custom Queries, User Groups & Options||3 m|
|06||Using Document Packets with Unity Scheduler||1 m|
|07||Configuring a Non-Templated Document Packet||2 m|
|08||Configuring Document Packets with Workflow||3 m|
|09||Additional Document Packaging Resources||1 m|
|10||Final Assessment||6 m|
Does your job or line of business require gathering a bunch of different documents together to share as a single document?
Document Packaging makes this task simple by gathering multiple OnBase source documents into a single PDF. Customize packets with the flexibility to rearrange, duplicate, or remove documents from the final output. Index, upload, route, and share the finalized single document like any other OnBase PDF document.
This course provides a product overview and instructions to configure a Document Packet Template, a Non-Templated Document Packet, and how to configure Document Packets with Workflow.