Body
Overview
Description
Trainers will be trained on the basic concepts of capturing & retrieving documents in OnBase using the Unity Client. The session combines lecture/presentation with hands-on experience using sample documents in guided instructional exercises.
Who should attend?
- OnBase Administrator
- Customer Project Lead
- Customer Internal Trainer
- Subject Matter Experts involved in the solution development
Topics to be covered during remote training
- Access
- Unity Client Log In
- Navigation
- Toolbars
- Personal Page
- Doc Retrieval
- Using Documents
- Working with Images
- View/Modify Keywords
- Highlights, Annotations, and Notes
- Cross-References ( This has not been set but we can show the working )
- Re-Indexing Documents
- Deleting and Re-Ordering Pages
- Saving Documents Outside of OnBase
- Delete Document
- Capture/Scan
- Indexing and Processing
- Ad-hoc Upload
- Sweeping / Batch Scanning
- Batch Processing
Instructions
Hyland OnBase Training Day 1: Scan, Store, and Retrieve Training
Click on the image below and use your NSU credentials to view Day 1 training.
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