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Training

Current Offerings:

OnBase Admin Class


Course Description:
The OnBase Admin class is the first of multiple courses that will give new and existing OnBase Administrators insights into what it takes to properly setup and maintain an OnBase system. The hands-on learning will help guide administrators through best practice and some troubleshooting tips and tricks when working with OnBase.

Pre-Requisites: Sign up for account on Users.OnBase.com

OnBase Workflow


Course Description:
The Workflow module was built to process documents faster and more efficiently than traditional methods. Electronic Documents can enter Workflow a variety of ways, including: Document Imaging, DIP, and COLD processing. Defined by configurable rules and actions, Workflow is designed to meet standards established through business processes and ensure that documents are distributed accordingly. Workflow can rely on user input or operate autonomously to improve upon existing procedures.

The OnBase Workflow class provides students an opportunity to build on their configuration knowledge gained in the OnBase Admin class. Using the OnBase Workflow module, students will apply real-world business processes to their document storage system, creating a true document management solution.

Pre-Requisites: OnBase Admin, sign up for account on Users.OnBase.com

OnBase Workview


Course Description:
Workview is an application creation tool that allows for the custom creation of solutions to track business interactions. Workview is often used to track phone calls, emails, and other events that are associated with issue resolution. Documents in OnBase can be attached to the Workview record to be referenced by users. Through hands-on labs administrators will learn how to create and maintain a Workview solution. This class is targeted for individuals who have previous OnBase experience (1+ years) and are in a development role.

OnBase API


Course Description:
The OnBase API class covers the OnBase APIs and using hands-on labs allows the students the use of those APIs in real world examples. In the course, students will learn OnBase operations by using the APIs in different scenarios. While using the VBScript and C# languages, this class will focus on the new Unity API and its use within OnBase. Topics also covered are Script Automation API, Thick Client API, and Pop Integrations.

Unity


Course Description:
eDocument Resources will be providing a two day long Class focused on the new Unity Forms module coming with OnBase 11! In this class customers will get to learn about this new tool through hands-on labs.

From Hyland on Unity Forms

"OnBase Unity Forms is Hyland Software’s newest electronic forms product, enabling customers to eliminate costly tasks associated with manual forms processing, importing and indexing. The goal of the product is to provide electronic forms that a non-technical, business user can both design and configure – extending the usage of OnBase forms processing with Workflow.

Unity Forms is a completely separate product (and license) from OnBase E-Forms. While both, electronic forms products, they provide different flavors (and levels) of electronic forms technology.

The first generation of Unity Forms will be with OnBase 11.0. With the initial release, Unity Forms will be fully functional (view, complete and route forms) in both the Unity Client and Web Client. Future OnBase releases will offer additional features and Client support."

What’s new in OnBase 11


Course Description:
What’s new in OnBase? Wouldn’t you like to know! Join eDocument Resources for a daylong session discussing enhancements to existing OnBase modules and hands-on learning of some of the new modules offered in OnBase 11.

Click Here to Register For All Classes

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Hotels Nearby

Holiday Inn Express Hotel & Suites Minneapolis-Min
10985 Red Circle Drive, Minnetonka, MN Website (877) 410-6681

Hilton Garden Inn
6330 Point Chase, Eden Prairie, MN Website (952) 995-9000

Payment
All training will be invoiced upon registration. Payment is due upon receipt.

Refunds
Training course registration fees can be fully refunded if written notification is received within ten (10) business days prior to the course date. Any cancellations received less than ten (10) business days prior to the course date will be refunded at 50% of the registration fee. No refund will be given once the program has commenced. Cancellations must be completed via the link provided in the confirmation email. If you no longer have that email please contact the Training Department by email at training@edocumentresources.com.

Each attendee will be notified of acceptance/rejection in writing. In the event an attendee is rejected, all tuition, fees and other charges will be refunded.

If an attendee is unable to attend, they may send a qualified replacement attendee from the same organization.

Course Cancellation
eDocument Resources reserves the right to cancel any class without cause. If eDocument Resources cancels a class, each attendee will have the option to apply the credit to a new class or receive a full refund of the course registration fee.


     
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