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Document Packaging

Introduction

01 Document Packaging Overview 6 m
02 Configuring a Non-Templated Document Packet - Coming Soon!
03 Using Document Packets with Workflow - Coming Soon!
04 Additional Document Packaging Resources - Coming Soon!

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
  • 22 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • What is Document Packaging?
  • How Does Document Packaging Work?
  • Benefits of Document Packaging
  • Enhancements for Document Packaging
  • Resources for Learning More About Document Packaging