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End User Essentials: OnBase Foundation Web Client

SECTION 1: Course Introduction

01 Web Client Tour 2 m
02 Practice What You Learn

SECTION 2: Retrieval

03 Cross-References 1 m
04 Custom Queries 2 m
05 File Cabinets and Folders 4 m
06 Document Retrieval 3 m
07 Note Search 2 m

SECTION 3: Importing and Indexing

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

SECTION 4: Working with Documents

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

SECTION 5: User Options

16 Customizing Your StatusView 4 m
17 Changing Your OnBase Password 1 m

SECTION 6: Additional Functionality

18 Workflow 6 m
19 WorkView 5 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 Web Client in OnBase Foundation EP1-EP3.

  • OnBase
  • Premium
  • P1812
  • Beginner
  • 1 hr 1 min
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Navigating the Web Client
  • Adding criteria for searches
  • Finding documents in your system
  • Grouping your own documents
  • 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
  • Changing your OnBase password
  • Utilizing right-click options
  • Working in the menu
  • Applying virtual sticky notes
  • Navigating and working in Workflow
  • Managing cases in WorkView
  • Accessing and acknowledging compliance documents