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End User Essentials: OnBase Foundation Unity Client

SECTION 1: Course Introduction

01 Unity Client Tour 2 m
02 Practice What You Learn 1 m

SECTION 2: Retrieval

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

SECTION 3: Importing and Indexing

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

SECTION 4: Working with Documents

10 Completing Forms 2 m
11 Notes, Highlights, and Annotations 3 m
12 Separating and Combining Documents 3 m
13 Working with Image Documents 2 m
14 Deleting and Re-Ordering Pages 3 m
15 Working with PDF and Office Documents 2 m
16 Working with Text Documents 2 m

SECTION 5: User Options

17 Changing Your OnBase Password 1 m
18 Customizing Your User Options 4 m
19 Customizing Your Personal Page 4 m

SECTION 6: Additional Functionality

20 About This Section 1 m
21 Workflow 6 m
22 Combined Viewer 8 m
23 My Reading Groups 2 m
24 WorkView | Case Manager 6 m

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

25 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 Foundation Unity Client.

This course contains a hands-on lab component. Click the Launch Lab button to open a practice OnBase environment. Watch a course video, then practice what you learned in the lab.

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
  • P1813
  • Beginner
  • 1 hr 15 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Navigating the Unity 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
Learning Paths with This Course