Hyland OnBase Video Guides

For Faculty, Staff

Section 1: Course Introduction
01	Web Client Tour  To access the Web Client, Log in to the New Portal and click on My Apps. The OnBase App is located under the Applications section.	2m

 

Section 2: Retrieval
02	Cross References	1 m
03	Custom Queries	2 m
04	File Cabinets and Folders	4 m
05	Document Retrieval	3 m
06	Note Search	2 m

 

Section 3: Importing and Indexing
07	Importing and Indexing Documents	3 m
08	Indexing Batches of Documents	4 m

 

Section 4: Working with Documents
09	Completing Forms	2 m
10	Notes, Highlights, and Annotations	5 m
11	Working with Image Documents	2 m
12	Deleting and Re-Ordering Pages	2 m
13	Working with PDF and Office Documents	2 m
14	Working with Text Documents	2 m

 

Section 5: User Options
15	Customizing Your StatusView	4 m

 

Section 6: Additional Functionality
16	Workflow	6 m