
Effective system administration is a critical factor for successful OnBase solutions. The System Administrator will both maintain the organization’s existing OnBase solutions and continually refine the ability to recognize when and how an organization’s solutions should evolve to meet the needs of the growing or changing business.
New to OnBase? Consider taking an End User Training course specific to your solution before starting this path.
Join Training.Hyland.com’s Wayne Wernick as he discusses the basics of configuring and using the various types of Custom Queries in OnBase.
Join Jen as she walks you through the creation and configuration of AutoFill Keyword Sets, External AutoFills, Reverse AutoFill Keyword Set Lookup, and using an AFKS in conjunction with Workflow.
Join OnBase Training’s Bob Andress as he discusses both the basic and advanced concepts of Notes and Envelopes – including how envelopes can be used to easily retrieve, share and print groups of documents and how Notes can be a valuable & secure collaboration tool.
Join Training.Hyland.com’s Wayne Wernick as he discusses the basics of creating and configuring OnBase User Groups, including how to create a basic User Group for your day-to-day users as well as a manager User Group with additional privileges and administrative responsibilities.
Note: This course covers only standard OnBase Security. For information on Network Security, such as Active Directory or LDAP, see the Security: Integrated Authentication course.
Note: This course covers only standard OnBase Security. For information on Network Security, such as Active Directory or LDAP, see the Security: Integrated Authentication course.
Join Melissa Warren of Education Services as she shows you how to simplify administration, improve security, and simplify logins for your users without buying another license by using the Active Directory Network Security Integration.
Think about a file cabinet. Simple. Familiar. Easy to Use.
Now think about a file cabinet populated without human interaction. Folder structures created and populated automatically based on business needs and categories.
Finally, picture yourself creating these automated file cabinets and becoming a hero to all who use them. This series will show you how!Join Sara Lemp as she explores the more advanced features of Unity Forms. Learn calculations, custom actions, and sharing the form on an external website in this course.
Static retention marks documents for deletion after a set period of time, while dynamic retention allows documents to be evaluated first by OnBase Workflow, VBScript, or another external processor. Learn to configure and run both kinds in this course.
Suggested further learning for after this course:
Document Retention: Hands-On Lab and Governance Rules as a Service course
Through Reporting Dashboards, highly complex dashboards can easily be created using simple drag-and-drop functionality. Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards.
Join Scott Roark as he demonstrates the available functionality and walks through how to get your system set up for on-the-go access.