Learning Paths

Find your path and start your journey.

Capture Professional

8 Courses

One of the most powerful aspects of OnBase is the ability to craft custom capture solutions based on an organization’s unique business process. The capture professional will both maintain the organization’s existing capture 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. Through this learning path, you’ll learn the breadth of the OnBase capture modules, understand how these modules work together, and expand your knowledge to craft sophisticated solutions.

Courses in this Path

1

Complete one of the following:

System Administration
Instructor-led Course

System Administration

   OnBase
The System Administration course is designed to introduce new and existing OnBase System Administrators to the use, maintenance and administration of OnBase. The class provides in-depth, hands-on experience that directly maps to the day-to-day activities of an OnBase System Administrator. The class also investigates effective maintenance strategies and resources available to OnBase System Administrators.
5 days Beginner
System Administration Healthcare
Instructor-led Course

System Administration Healthcare

   OnBase
The System Administration for Healthcare Solutions course is designed to provide the same core competencies of the System Administration course while focusing on the healthcare-specific solutions and functionality. The course introduces new and existing OnBase System Administrators in healthcare settings to the use, maintenance, and administration of OnBase. The class provides in-depth, hands-on practical experience that map directly to the day-to-day activities of an OnBase System Administrator for a Healthcare solution. The class also investigates maintenance strategies and resources available to OnBase System Administrators. This course fulfills any System Administration course pre-requisite.
5 days Beginner

2

Mailbox Importer
eLearning Course

Mailbox Importer

   OnBase
Mailbox Importer (formerly known as Subscription Server) automatically stores and indexes e-mails and attachments as documents in OnBase based upon specific e-mail message characteristics.

In this course, we'll cover the architecture, installation & configuration of Mailbox Importer and discuss many of the upgrades and new features available in OnBase 14.

20 minutes Intermediate Premium

3

Workflow & WorkView: Building a Complete Solution
eLearning Course

Workflow & WorkView: Building a Complete Solution

   OnBase
With OnBase 13, Workflow functionality has been expanded to include WorkView objects. This greatly increases the capabilities of business process solutions. Learn how WorkView and Workflow combine to create a comprehensive, no-code application that organizations can use to solve many of their existing challenges. Experience nearly 15 new rules and actions that can be leveraged with the new Unity Life Cycle technology.
1 hours 50 minutes Expert Premium

4

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eLearning Course

Capture Process Designer: Core Concepts

   OnBase
The Capture Process Designer (CPD) allows you to fully customize your Capture processes in the Unity Client. Documents now can be routed separately from a batch based on the Document Type, Status, or Keyword Value. Learn how to use the CPD to configure and customize your capture processes.
47 minutes Beginner Premium

5

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eLearning Course

Capture Process Designer: Configuring a Solution

   OnBase
Now that you've completed the Capture Process Designer: Core Concepts course, perhaps you've been wondering how to build specific solutions in the CPD. In this course, you'll study two robust CPD solutions that can drive your organization's capture process design. You'll also share common use applications of the CPD.
1 hours 38 minutes Intermediate Premium

6

Accounts Payable: Invoice Processing with OnBase
eLearning Course

Accounts Payable (AP): Invoice Processing with OnBase

   OnBase
Invoice Processing – the process of reviewing, approving, paying & keeping track of invoices – can be complex, expensive and riddled with inefficiencies & exceptions.

Join our Accounts Payable (AP) experts as they demonstrate how OnBase can manage & streamline invoice processing, cutting down the time and cost to pay invoices while providing a strong return on investment.


OnBase Partners: This is the third in a series of courses aimed at helping you learn about OnBase Accounts Payable solutions.

27 minutes Beginner Premium

7

Complete one of the following:

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Instructor-led Course

Brainware Intelligent Capture: Core Concepts

   OnBase
This Brainware Intelligent Capture course will introduce learners to the basics of installing and creating a project from the ground up. Students will have the opportunity to learn about Classification and Extraction engines in order to make the best choices for the documents and fields they wish to capture. They will experience these methods using both Structured and Unstructured document types and will create a fully functioning project using the Designer and Runtime Service applications. Students will also experience the Verifier application and work with Exception Handling states as a part of their solution.

Rather learn at your own pace? This course is also offered in our virtual classroom—click here for details.

5 days Beginner
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Self-Paced Course

Brainware Intelligent Capture: Core Concepts

   OnBase
The Brainware Intelligent Capture Self-Paced course will introduce learners to the basics of installing and creating a project from the ground up. Students will have the opportunity to learn about Classification and Extraction engines in order to make the best choices for the documents and fields they wish to capture. They will experience these methods using both Structured and Unstructured document types and will create a fully functioning project using the Designer and Runtime Service applications. Students will also experience the Verifier application and work with Exception Handling states as a part of their solution.

Network with Brainware professionals. This course is also offered as instructor-led training here.

31 days Beginner

8

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eLearning Course

Troubleshooting: OnBase Integration with Brainware

   OnBase
There's an error in your capture process. Where do you begin? Is it an issue in Brainware, OnBase, or something else?

Identifying the problem and where it's occurring requires an understanding of the underlying architecture.

Learn to troubleshoot the most common issues experienced when OnBase integrates with Brainware.

53 minutes Beginner Premium