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End User Essentials: OnBase Foundation Unity Client: Hands-On Lab

SECTION 1: Course Introduction

01 Unity Client Tour 2 m

SECTION 2: Retrieval

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

SECTION 3: Importing and Indexing

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

SECTION 4: Working with Documents

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

SECTION 5: User Options

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

SECTION 6: Additional Functionality

19 About This Section 1 m
20 Workflow 6 m
21 Combined Viewer 8 m
22 My Reading Groups 2 m
23 WorkView 6 m

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

24 Final Assessment 8 m

This End User Essentials course explores the basic features and functionality of the Unity Client in OnBase Foundation EP1-EP5.

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 in the Resources section of this course.

Interested in downloading and customizing this course to host internally? Click the Download or Customize Training link in Resources to download course assets. 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.

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