Importing Email and Attachments with Auto Indexing
Importing Documents that are not Emails or Attachments
Manually Importing and Indexing Emails and Attachments
SECTION 4: Working with Documents
Working with Image Documents
Deleting and Re-Ordering Pages
Notes, Highlights, and Annotations
Separating and Combining Documents
Working with PDF and Office Documents
Working with Text Documents
SECTION 5: User Options
Changing Your OnBase Password
Customizing User Options
SECTION 6: Additional Functionality
My Reading Groups
SECTION 7: Final Assessment (Earn 80% or higher to earn credit)
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.
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