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Integration for Microsoft Outlook

SECTION 1: Course Instruction

01 Introduction to OnBase Integration for MS Outlook 1 m
02 Installation 7 m
03 Configuration Options 2 m
04 MS Outlook Configuration Folder Utility 6 m
05 Using WorkView with MS Outlook Integration 6 m
06 Accessing Other OnBase Functionality through the Integration for MS Outlook 8 m
07 Conclusion 1 m

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

08 10 Question Assessment

Our Integration for Microsoft Outlook has been called the “Fourth Client” since it can provide access to nearly all OnBase functionality and content, without ever having to leave the familiar Outlook interface. This unique product spans all product categories – Capture, Process, Manage, Integrate, Measure, and Store. This integration effectively turns Microsoft Outlook into a functional OnBase Client complete with the ability to scan/import/upload documents, view documents through folders/custom queries, perform Workflow tasks, apply signatures to documents, and more.

  • Premium
  • P1233
  • Intermediate
  • 35 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Microsoft Outlook Integration
  • WorkView
  • Workflow
Learning Paths with This Course