01 | OnBase Client Tour | 3 m | ||
02 | Practice What You Learn |
03 | File Cabinets and Folders | 3 m | ||
04 | Document Retrieval | 3 m | ||
05 | Cross-References | 2 m | ||
06 | Custom Queries | 2 m | ||
07 | Note Search | 2 m |
08 | Indexing Batches of Documents | 4 m | ||
09 | Importing and Indexing Documents | 3 m |
10 | Completing Forms | 2 m | ||
11 | Notes, Highlights, and Annotations | 4 m | ||
12 | Working with Image Documents | 1 m | ||
13 | Deleting and Re-Ordering Pages | 2 m | ||
14 | Working with PDF and Office Documents | 3 m | ||
15 | Working with Text Documents | 5 m |
16 | Customizing User Options | 6 m | ||
17 | Customizing the OnBase Toolbar | 3 m | ||
18 | Changing Your OnBase Password | 1 m |
19 | Workflow | 6 m |
20 | Final Assessment | 8 m |
This End User Essentials course explores the basic features and functionality of the OnBase Client in OnBase Foundation EP1-EP4.
A great resource is the Job Aid, which you can download, edit, and distribute to end users. This valuable document is under the Resources & Links section of this course.
Interested in downloading and customizing this course to host internally? Follow the Download or Customize Training link under Resources & Links to learn more.
Please login to begin this course.