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Does your organization need to share a variety of documents with third parties relating to a business transaction? While OnBase can save and e-mail individual documents with outside parties via e-mail, ShareBase, and other methods, all of these methods share each document natively as it exists in OnBase. This process isn't always ideal, though. For […]
Upgrades and Audits are a key part of maintaining a healthy and functioning OnBase System. In this webinar, we will review the Naviant upgrade process. We will review our philosophy for planning, implementing, testing and completing upgrades. Further, we will discuss the benefits of completing upgrades on an annual basis. With audits, we will review […]
A company’s user base can range from under 100 employees to over 1,000 employees. Keeping track of all of their information can get tricky. However, by utilizing WorkView, you are able to define your user base, customize the information needed, and easily update information when changes occur. Relying on WorkView will help reduce user error […]
OnBase centralizes your important content in one secure location and then delivers your relevant information to you when you need it. But what happens when OnBase doesn’t behave as expected? Before reaching for the phone to call support, you may be able to figure out what is causing your issue yourself in just minutes. To […]
Every organization has multiple critical systems that are vital to the operation of the business. It’s important that each of these systems work together, enabling the users of these systems to work more efficiently. OnBase is often at the core of the business, managing content generated from, and needing to be shared with other systems, […]
Are you looking for a new way to ingest documents that will save users time and effort? Document Composition is a powerful tool that can be configured to allow OnBase to automate work for users. It leverages existing data and provides control over document creation with Microsoft Word documents. In this webinar, we will discuss: […]
With the new year approaching and resolutions top of mind, take the opportunity this year to resolve to educate yourself and your end-users about OnBase. For example, some may resolve to attend live events hosted by experts. Others may make a resolution to read a new blog post every week. In this webinar, we will […]
Whether we like to admit it or not, change is an inevitable part of our OnBase environment. You may have struggled with change management in the past. However, in OnBase 18 and higher, you can migrate between environments easier than ever before! Join us to learn what the Test System Creation Utility entails and how […]
Do you have an idea for a WorkView Application but you just don't know where to start? Or, would you like to add more pizzazz to your existing WorkView Applications? Join us for a discussion about WorkView Concept Solutions to learn about how you can use them to drive efficiency throughout your organization. We will […]
OnBase Reporting Dashboards is the perfect tool to improve your business intelligence. Reporting Dashboards is a powerful business analytics tool that displays information stored in OnBase in a visual, interactive way. The user interface is highly customizable and intuitive, providing convenient views into your organization’s data through features such as full screen support, customizable themes, […]
OnBase Unity and Image Forms are the perfect way for you to get rid of paper forms and simplify the processes associated with them. Unity and Image Forms provide an innovative way to create forms and store the information within them. They are highly customizable with designable interfaces and the ability to add custom actions. […]
October is Cybersecurity Awareness Month! In this webinar, we will discuss the best options for securing access to various parts of your OnBase solution, including: Disk Groups The Database App/Web Server Settings Authentication Methods Device Registration Password Policies User and User Group Settings Overrides Security Keywords Monitoring with Dashboards Reports
Join us for an overview of what's new in OnBase Foundation 22.1. Learn firsthand how each enhancement will improve usability within the OnBase application for the end user and the Configuration experience for the solution administrator. In addition, you'll learn about new tools available in Unity Forms, Workflow and WorkView for the low-code solution builder. […]
You've eliminated paper and are using technology to improve some of your processes. Digital Transformation done, right? Don't worry, we wish it were that simple too. Now it's time to explore what intelligent automation can bring to your organization. These tools enable you to expand on the progress you've made with your current OnBase solution. […]
Depending on where you are in your digital transformation journey, you likely understand that making your documents and data work for you will ultimately be what changes your business and work life. Getting there starts with automating workflows. Join us as we share simple, popular, and advanced examples of how businesses have used OnBase Workflow […]
Facing uncertain times, organizations are looking to reduce risk and promote stability whenever and wherever they can. As digital transformation initiatives take the forefront, sound records management and retention policies are more important than ever to ensure solutions remain compliant and do not invite unnecessary risk. With OnBase's robust suite of records management products, users […]
Going only halfway means you're only doing half of what you could be doing. But going all-in with your OnBase solution is what will help you and your organization achieve those goals you set at the start of your digital transformation journey. Getting there means looking at OnBase as an Enterprise Solution. Join us as […]
Our comprehensive breakdown of Hyland's new Simplified Pricing Model from the 2023 Naviant Summit is back by popular demand! The 2021 launch of Hyland’s new Simplified Pricing Model provided a more modern licensing and pricing model to align with customers’ solutions. Still, this change continues to stimulate questions. This session will provide an overview of […]
Listening to our customers and partnering with industry-leading organizations is always a formula for success, and we are excited to announce that OnBase has purpose-built signature integrations for both DocuSign eSignature and the Adobe Acrobat Sign. Together, OnBase and our signing partners can completely streamline document creation, approval, tracking, post-signature processing and more. Join us […]
If your users work with Office documents and your organization is interested in taking full advantage of Microsoft 365, this session is for you! The Integrated Office Viewer allows users to conveniently view, edit, and co-author Microsoft Office documents stored in OnBase without the Office application installed locally on the desktop. The viewer is a […]
Are you tired of sifting through endless software modules just to find what you need? Are you ready to transform your OnBase experience into a masterpiece of productivity and creativity? Look no further. Introducing the OnBase App Builder, your key to transforming your OnBase user experience. What’s in store for you: Discover how to customize […]
If you're an OnBase and Salesforce user, you need to know about the powerful Salesforce OnBase integration that can elevate your organization's efficiency and collaboration. In today's fast-paced business environment, streamlined processes and unified data are critical to success, and this integration offers just that. Join us as we explore: An Introduction to the Salesforce […]
Many organizations struggle to maintain their OnBase system efficiently. With Naviant InsightIQ, organizations get an out-of-the-box server, system, and performance monitoring solution that can help you identify and resolve issues before end users experience them. With proactive notifications and automated self-healing capabilities, the need for manual intervention from your OnBase administrators to investigate issues will […]
You're Invited! Are you maximizing your OnBase solution? Join us on Wednesday, March 13 in Reno, NV at the Grand Sierra Resort for a free in-person conference. We will unlock additional ways you can use OnBase to improve your processes. You'll also get the chance to meet other local OnBase users, your account representative, and […]
