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End User Essentials: OnBase Foundation OnBase Client

SECTION 1: Course Introduction

OnBase Client Tour

3 m

SECTION 2: Retrieval

02	File Cabinets and Folders	3 m
03	Note Search	2 m
04	Document Retrieval	3 m
05	Cross-References	2 m
06	Custom Queries	2 m

SECTION 3: Importing and Indexing

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

SECTION 4: Working with Documents

09	Completing Forms	2 m
10	Notes, Highlights, and Annotations	4 m
11	Working with Image Documents	1 m
12	Deleting and Re-Ordering Pages	2 m
13	Working with PDF and Office Documents	3 m
14	Working with Text Documents	5 m

SECTION 5: User Options

15	Customizing User Options	6 m
16	Changing Your OnBase Password	1 m
17	Customizing the OnBase Toolbar	3 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 in the Resources section of this course.

Interested in downloading and customizing this course to host internally? Click the Download or Customize Training link in Resources to download course assets.