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Envelopes and Notes

SECTION 1: Course Instruction

01 Introduction
02 Activity 1
03 Overview of Envelopes
04 Activity 2
05 Creating and Using Envelopes in the Unity Client
06 Activity 3
07 Creating and Using Envelopes in the OnBase Client
08 Activity 4
09 Creating and Using Envelopes in the Web Client
10 Activity 5
11 Overview of Notes and Annotations
12 Activity 6
13 Creation and Configuration of Note Types
14 Activity 7
15 Creating and Using Notes in the Unity Client
16 Activity 8
17 Creating and Using Notes in the OnBase Client
18 Activity 9
19 Creating and Using Notes in the Web Client
20 Activity 10
21 Creating Notes via DIP
22 Activity 11
23 Creating Notes via Workflow
24 Activity 12
25 Retrieving Documents Using Note Search
26 Activity 13
27 Stapling Documents
28 Activity 14
29 Creating and Using Folder Notes and Bookmarks
30 Activity 15
31 Conclusion

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

32 Final Assessment

Notes and Envelopes are two powerful – and free – OnBase features that can help save users time by allowing them to connect otherwise unrelated documents.

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.

  • Premium
  • P1086
  • Intermediate
  • 1 hour 6 minutes
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Learning Paths with This Course