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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 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

This End User Essentials course explores the basic features and functionality of Integration for Microsoft Outlook in OnBase Foundation EP1-EP3.

A great resource is the Job Aid, which you can download, edit, and distribute to end users. This valuable document is under the Resources & 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.

  • OnBase
  • 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
Learning Paths with This Course