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Document Packaging: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

02 Final Assessment

Document Packaging allows organizations to generate single PDF files comprised of multiple OnBase Documents. The documents can be obtained from Document Composition Generated templates, from Portfolio Relations or by simply adding several different static documents to a document packet. The simplicity of configuration and value of these solutions make this course a must try for any organization.

In this Hands-On Lab, we will teach you how to configure a solution by first seeing an pre-built solution and then building a similar solution discussing the hows and the whys for each configuration element.

Lab version available with this course: OnBase Foundation EP3


  • 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
  • P1970
  • Beginner
  • 1 hr
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • User Interface in the Unity Client
  • Template Configuration
  • Document Sets and Content Types
  • Adding related documents to a package using Portfolio Relations and Portfolio Types
  • Setting up the User Options for interactive Packet Generation