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

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