OnBase Quick Reference Guides (QRG)

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

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