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End User Essentials: OnBase 13 Outlook Integration

SECTION 1: Course Instruction

01 Outlook Integration Tour
02 Activity 1
03 Importing E-mails and Attachments into OnBase
04 Activity 2
05 Importing E-mails and Attachments
06 Activity 3
07 Document Retrieval
08 Activity 4
09 Document Separation
10 Activity 5
11 Custom Queries
12 Activity 6
13 Notes
14 Activity 7
15 Cross References
16 Activity 8
17 Workflow
18 Activity 9
19 Sending Documents Outside of OnBase as Attachments
20 Activity 10
21 Filling out a Form
22 Activity 11
23 Folders
24 Activity 12
25 Importing Documents that are Not Attachments or E-mails
26 Activity 13
27 Printing Documents
28 Activity 14
29 Working with Images
30 Activity 15
31 Working with Text Documents
32 Activity 16
33 External Text Search
34 Activity 17
35 Changing your Password
36 Activity 18
37 User Options
38 Activity 19

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

39 Final Assessment

Happy, productive users are vital to every successful OnBase solution. And nothing makes users happier and more productive than the confidence of knowing how to complete their tasks in an interface that they are already familiar with.

Join us for this End User Essentials course, as we explore the basic features and functionality of Outlook Integration.

  • eLearning
  • E0941
  • Beginner
  • 43 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.