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End User Essentials: OnBase Foundation Integration for Microsoft Outlook

SECTION 1: Course Introduction

01 Outlook Integration Tour 1 m

SECTION 2: Retrieval

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

SECTION 3: Importing and Indexing

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

SECTION 4: Working with Documents

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

SECTION 5: User Options

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

SECTION 6: Additional Functionality

19 Combined Viewer 8 m
20 Workflow 6 m
21 My Reading Groups 2 m
22 WorkView | Case Manager 6 m

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

23 Final Assessment 10 m

Further Learning

24 Try the Integration for Microsoft Outlook Hands-On Lab

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.

  • Premium
  • P1814
  • Beginner
  • 1 hr 10 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Accessing OnBase from your email
  • Bringing documents into OnBase
  • Adding criteria for searches
  • Editing documents
  • Viewing related documents
  • Searching note text
  • Acknowledging compliance documents
  • Automatically importing into OnBase
  • Retrieving OnBase documents
  • Navigating text and image documents
  • Executing Workflow tasks
  • Customizing your user interface
  • Managing cases with WorkView
  • Organizing what you work with most in one place
  • Applying virtual sticky notes