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End User Essentials: OnBase Foundation OnBase Client

SECTION 1: Course Introduction

01	OnBase Client Tour	3 m
02	Practice What You Learn

SECTION 2: Retrieval

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

SECTION 3: Importing and Indexing

08	Indexing Batches of Documents	4 m
09	Importing and Indexing Documents	3 m

SECTION 4: Working with Documents

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

SECTION 5: User Options

16	Customizing User Options	6 m
17	Customizing the OnBase Toolbar	3 m
18	Changing Your OnBase Password	1 m

SECTION 6: Additional Functionality

Workflow

6 m

SECTION 7: Final Assessment (Earn 80% or higher to earn credit)

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.