Learning a new system can be challenging, but utilizing Integration for Microsoft Outlook helps you gain the confidence to leverage all the amazing features of OnBase directly from the familiar interface of the email client you use every day. Join us for this End User Essentials course, as we explore the basic features and functionality of OnBase through Outlook Integration.
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There are no prerequisites for this course.
- Auto-Import Folders
- Indexing Documents
- Search Criteria
- Editing Documents
- Viewing Related Documents
- Searching Note Text
- System Work
- Ad Hoc Tasks
- Scanning Documents
- Automatically Importing into OnBase
- Retrieving OnBase Documents
- Navigating Image Documents
- Customizing Document Upload Options
- Executing Workflow Tasks
- Customizing Your User Interface
- Default Image Scaling Options
- Customizing Image Options