Create a Single PDF in OnBase with Document Packaging
Автор: Naviant
Загружено: 2020-12-17
Просмотров: 1119
Описание:
With OnBase Document Packaging, you can create a single organized PDF, regardless of the source file type, to present to an outside party.
Most business processes collect documents related to a business transaction over time. But when you need to share several documents at once with an outside party, you want to share all the documents in an organized and presentable fashion.
Whether there is a standard list of documents that need to be shared as part of the process, or a user must select the specific documents to share, Document Packaging has the flexibility to meet your needs. The document package generation can be invoked in several ways and even include a table of contents. This new PDF is stored in OnBase, and you can easily share it with outside parties as part of any business process.
00:00 Intro
00:17 What is OnBase Document Packaging?
06:30 Why Do You Need OnBase Document Packaging?
10:09 How OnBase Document Packaging Works
14:04 Demo of Template Document Packaging
21:42 Demo of Non-Template Document Packaging
24:31 How to Get Document Packaging
26:27 Additional Resources
RESOURCES & LINKS
➞ Contact Naviant About OnBase Document Packaging - https://bit.ly/3nOz3OO
➞ Community.Hyland.com
➞ Training.Hyland.com
#Naviant #OnBase #GuySchroeder
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