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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

19 Workflow 6 m

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

20 Final Assessment 8 m

This End User Essentials course explores the basic features and functionality of the OnBase Client in OnBase Foundation EP1-EP3.

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.

  • OnBase
  • Premium
  • P1811
  • Beginner
  • 1 hr 7 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Navigating the OnBase Client
  • Adding criteria for searches
  • Finding documents in your system
  • Working with electronic folders
  • Putting what you work with most in one place
  • Bringing documents into OnBase
  • Sorting document pages
  • Filling out forms to start processes
  • Customizing your user experience
  • Utilizing right-click options
  • Working in the menu
  • Applying virtual sticky notes
  • Navigating and working in Workflow
  • Classifying documents in your system