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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 1 m

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

Happy, productive users are vital to every successful OnBase solution. And nothing makes users happier and more productive than the confidence of knowing how to complete their tasks quickly and easily in OnBase. Join us for this End User Essentials course, as we explore the basic features and functionality of the OnBase Client in OnBase Foundation.

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.

  • 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