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End User Essentials: OnBase Foundation OnBase Client

SECTION 1: Course Introduction

01 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

18 Workflow 6 m

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

19 Final Assessment 8 m

This End User Essentials course explores the basic features and functionality of the OnBase Client in OnBase Foundation EP1-EP5.

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.

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

Please login to begin this course.

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