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Auto-Name Strings: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

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

02 Final Assessment

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.

Lab version available with this course: OnBase Foundation EP2


  • 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
  • P1850
  • Beginner
  • 1 hr
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • The Default Auto-Name String
  • Symbols
  • Using Keyword Types
  • Static Text
  • The Preview Auto-Name Feature
  • Updating an Auto-Name
Learning Paths with This Course