Outlook Integration & Office Integration OnBase Training

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Presentation transcript:

Outlook Integration & Office Integration OnBase Training Speaker: Dora Compis Outlook Integration & Office Integration

Outlook Integration Outlook Integration OnBase features added directly to your Outlook Email menu in a separate tab. Quickly retrieve documents from OnBase to compare info to email contents. Save Emails directly into OnBase.

Save Email Attachments only or with the Email Outlook Integration Save Email Attachments only or with the Email Tip & Trick: With the next version of OnBase, Hyland is adding a new button next to the Upload button which will upload the attachments only. For now, to upload only the attachments, after selecting the attachments to upload, “Skip” the first document which will be the email, then upload the later documents which will be the attachments.

Outlook Integration You can select multiple Emails to Upload at the same time. Each one will be imported as a separate document and can be imported to different document types…Each document will present a separate “Import” window.