|01||Outlook Integration Tour||1 m|
|03||Custom Queries||2 m|
|04||File Cabinets and Folders||2 m|
|05||Document Retrieval||3 m|
|06||Note Search||2 m|
|07||Manually Importing and Indexing Emails and Attachments||2 m|
|08||Importing Email and Attachments with Auto Import Folders||2 m|
|09||Importing Documents that are not Emails or Attachments||1 m|
|10||Completing Forms||2 m|
|11||Notes, Highlights, and Annotations||3 m|
|12||Separating and Combining Documents||3 m|
|13||Working with Image Documents||2 m|
|14||Deleting and Re-Ordering Pages||3 m|
|15||Working with PDF and Office Documents||2 m|
|16||Working with Text Documents||2 m|
|17||Changing Your OnBase Password||1 m|
|18||Customizing User Options||4 m|
|19||Combined Viewer||8 m|
|21||My Reading Groups||2 m|
|22||WorkView | Case Manager||6 m|
|23||Final Assessment||10 m|
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 Job Aid, 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 and customizing this course to host internally? Follow the Download or Customize Training link under Resources & Links to learn more.