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 | 6 m |
SECTION 7: Final Assessment (Earn 80% or higher to earn credit)
| 25 | Final Assessment | 8 m |
This End User Essentials course explores the basic features and functionality of the Unity Client in OnBase Foundation EP1-EP3.
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.
Important: For the best experience, please DO NOT use Firefox or Safari while completing labs.
- OnBase
- Premium
- P1813
- Beginner
- 1 hr 15 mins
- Available with Premium Subscription
This course requires a Premium Subscription. Login to learn more.
Prerequisites
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