Auto-Name Strings give different items in OnBase like documents, folders and notes a meaningful name. Meaningful names help users to find items that they need quickly!
This hands-on course will focus on Auto-Name Strings in the context of Document Retrieval. We will start in the Unity Client and review documents without an Auto-Name String configured. Then we will move to OnBase Configuration and set up an Auto-Name String. Lastly, we will enhance our Auto-Name by applying some formatting.
Important: For the best lab experience, please use Chrome, IE, or Edge to complete this course.