This OnBase Quick Reference Guide (QRG) was developed exclusively by Naviant, Inc. to provide a quick visual overview of some of the most frequently used functionality available within OnBase. The following topics are explored within this QRG:
1. Unity Client Tour
2. Document Imaging – Upload
3. Document Imaging – Scanning
4. Workflow
5. WorkView | Case Manager – Filter View
6. WorkView | Case Manager – Object View
7. Document Retrieval
8. Working with Documents
9. Working with PDF & Office Documents
10. Notes, Annotations & Highlights
11. Images Tab
12. Page Editor Tab
13. Document Separation Tab
14. Custom Queries & Personal Page
15. Unity Forms & Virtual Print Driver
16. File Cabinet & Folders
17. Reporting Dashboards
18. Outlook Integration
19. Saving, Printing & User Options
