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End User Essentials: OnBase 17 Integration for Microsoft Outlook

SECTION 1: Course Introduction

01 Outlook Integration Tour 1 m

SECTION 2: Retrieval

02 Document Retrieval 3 m
03 Cross-References 1 m
04 Custom Queries 2 m
05 File Cabinets and Folders 2 m
06 Note Search 2 m

SECTION 3: Importing and Indexing

07 Importing Email and Attachments with Auto Indexing 2 m
08 Manually Importing and Indexing Emails and Attachments 2 m
09 Importing Documents that are not Emails or Attachments 1 m

SECTION 4: Working with Documents

10 Working with Image Documents 2 m
11 Working with Text Documents 2 m
12 Working with PDF and Office Documents 2 m
13 Deleting and Re-Ordering Pages 3 m
14 Separating and Combining Documents 3 m
15 Notes, Highlights, and Annotations 3 m
16 Completing Forms 2 m

SECTION 5: User Options

17 Changing Your OnBase Password 1 m
18 Customizing User Options 4 m

SECTION 6: Additional Fuctionality

19 Workflow 6 m
20 My Reading Groups 2 m

SECTION 7: Final Assessment (Earn 80% or higher to earn credit)

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

A great resource is the Quick Reference Guide, which you can download, edit, and distribute to end-users. This valuable document is under the Resources and Links section of this course.

Interested in self-hosting this course? Follow the self-hosted request link under Resources and Links.

  • Premium
  • P1399
  • Beginner
  • 46 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
  • Acknowledging Compliance 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