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Document Packaging

Introduction

01 Document Packaging Overview 4 m
02 Course Overview 1 m

Configuring a Document Packet Template

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

Configuring a Non-Templated Document Packet

07 Configuring a Non-Templated Document Packet 2 m

Using Document Packets with Workflow

08 Configuring Document Packets with Workflow 3 m
09 Additional Document Packaging Resources 1 m

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

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.

  • Premium
  • P1783
  • Beginner
  • 28 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Benefits of Document Packaging
  • Adding a Primary Document Type to a Template
  • Adding Document Sets
  • Adding a Table of Contents
  • Configuring Portfolio Relations
  • Packet Generation User Options
  • Generating a Document Packet in Workflow
  • Resources for Learning More about Document Packaging