01 | Outlook Integration Tour | 1 m | ||
02 | Want to practice as you learn? |
03 | Document Retrieval | 3 m | ||
04 | Cross-References | 1 m | ||
05 | Custom Queries | 2 m | ||
06 | File Cabinets and Folders | 2 m | ||
07 | Note Search | 2 m |
08 | Importing Email and Attachments with Auto Indexing | 2 m | ||
09 | Manually Importing and Indexing Emails and Attachments | 2 m | ||
10 | Importing Documents that are not Emails or Attachments | 1 m |
11 | Working with Image Documents | 2 m | ||
12 | Working with Text Documents | 2 m | ||
13 | Working with PDF and Office Documents | 2 m | ||
14 | Deleting and Re-Ordering Pages | 3 m | ||
15 | Separating and Combining Documents | 3 m | ||
16 | Notes, Highlights, and Annotations | 3 m | ||
17 | Completing Forms | 2 m |
18 | Changing Your OnBase Password | 1 m | ||
19 | Customizing User Options | 4 m |
20 | Workflow | 6 m | ||
21 | My Reading Groups | 2 m |
22 | Final Assessment |
23 | Try the Integration for Microsoft Outlook Hands-On Lab |
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 downloading or customizing this course? Follow the Download or Customize link under Resources and Links to learn more.
Please login to begin this course.