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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 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 this lab.

  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.

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

Please login to begin this course.


Prerequisites
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