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End User Essentials: OnBase 18 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 Importing Documents that are not Emails or Attachments 1 m
09 Manually Importing and Indexing Emails and Attachments 2 m

SECTION 4: Working with Documents

10 Working with Image Documents 2 m
11 Completing Forms 2 m
12 Deleting and Re-Ordering Pages 3 m
13 Notes, Highlights, and Annotations 3 m
14 Separating and Combining Documents 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 Workflow 6 m
20 My Reading Groups 2 m
21 WorkView 6 m

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

22 Final Assessment

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
  • P1529
  • Beginner
  • 1 hr
  • Available with Premium Subscription

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Prerequisites
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
  • Virtual sticky notes