1. Colleen Alber OnBase Mail Integrations

2. Agenda 1.Integration for Microsoft Outlook 2.Mailbox Importer

3. Outlook Integration

4. Bring ECM to the Inbox.

5. V4th

6. OnBase ClientWeb ClientUnity Client Not Required

8. Custom Queries File Cabinets Retrieval Envelopes Upload Workflow Forms

9. Outlook functionality

10. OnBase functionality

11. Who uses this? Decision makers Approvers Requesters Researchers Casual users ‘Form filler outers’

12. OnBase 15 Outlook 2013 &

14. Outlook Integration has about 80 % of Unity Client features.

15. Live Demo!

16. Questions

17. Mailbox Importer

18. Mailbox Importer is just another import processor for email.

19. Supported Email Platforms Microsoft Outlook Novell GroupWise Lotus Notes* Office 365* Gmail*

20. Works with a single purpose corporate email account.

21. Single Purpose Corporate Account Purchase.Orders@onbase.com Cindy.Smith@onbase.com

22. It doesn’t matter how many accounts you have!

23. Automates email capture, based on rules.

24. MAIL Keyword to Validate Operator Value to Validate Against 123 What Are Rules? TO contains Human Resoures ATTACHMENT COUNT >1

25. MAIL System Keywords Attachment Count Bcc Cc Date Sent Date & Time* From Message ID Return Path Subject To

26. Automatic Indexing with Workflow MAIL TO: purchaseorder@9sf.com MAIL FROM: tapitbuttons@tib.com MAIL SUBJECT: PO #5560 MAIL DATE: 8/13/14 11:53am Doc Type: AR – Customer PO Customer Name: TAP IT BUTTONS Customer #: 23654 PO #: 5560

27. Email, Attachments or NonePlain Text or EML TXT EML

28. Screenshots!

29. Configuration moved to OnBase Config!

30. Mail ServerMailbox Importer Service Application Server Database Disk Groups IMAP POP3 HTTPS ODBC UNC

31. Key Features Automatically captures, indexes and stores e-mail and attachments based upon email characteristics Automatically assigns Document Type and indexes Keywords (MAIL keywords) Automatically routes emails/attachments to Scan Queue for further indexing Automatically OCR Image Attachments for text searching or full-text indexing

32. New In Monitor multiple email accounts/profiles Support for Office 365 & Gmail Runs as a standalone NT Service Uses IMAP or POP3 to connect Global Cloud Services support Admin in OnBase Configuration Store as EML or Plain text Monitor via Transaction Log

33. Questions

34. Integration for Microsoft Outlook vs. Mailbox Importer Which one do I choose…

35. Outlook Integration is a CLIENT

37. Mailbox Importer is an Import Processor

38. Advanced Capture WorkflowMobile Access Application Enabler Report Services Records Management All six categories still needed!

39. Which one do I choose… How about just from a “capture” perspective?

40. Mailbox ImporterOutlook Integration Automated capture Automatic indexing No one has to “work the inbox” Works with single purpose corporate email account The 6 th import processor User-driven capture Automatic indexing User has to “work the inbox” Works with individual email accounts The 4 th OnBase client

41. Colleen Alber Thank you!

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