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End User Essentials: OnBase 16 Integration for Microsoft Outlook

SECTION 1: Course Instruction

01 Outlook Integration Tour 2 m
02 Auto Importing Email and Attachments 2 m
03 Manually Importing and Indexing Emails and Attachments 3 m
04 Activity 1
05 Document Retrieval 3 m
06 Activity 2
07 Document Separation 3 m
08 Activity 3
09 Custom Queries 2 m
10 Notes, Highlights, and Annotations 3 m
11 Cross References 1 m
12 Workflow 3 m
13 Activity 4
14 Sending Documents Outside of OnBase as Attachments 3 m
15 Forms 2 m
16 File Cabinets and Folders 2 m
17 Importing Documents that are not Attachments or Emails 2 m
18 Activity 5
19 Printing Documents 2 m
20 Activity 6
21 Working with Images 2 m
22 Working with Text Documents 2 m
23 External Text Search 2 m
24 Changing Your Password 1 m
25 User Options 2 m
26 My Reading Groups 2 m

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

27 Final Assessment

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 Outlook Integration.

  • Premium
  • P1340
  • Beginner
  • 44 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Auto-Import Folders
  • Indexing Documents
  • Search Criteria
  • Editing Documents
  • Viewing Related Documents
  • Searching Note Text
  • System Work
  • Ad Hoc Tasks
  • Scanning Documents
  • DKTC
  • 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