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

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

3. Save Email Attachments only or with the Email
Outlook Integration
Save Attachments only or with the
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 , then upload the later documents which will be the attachments.

4. Outlook Integration
You can select multiple s 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.