OnBase Integration for Microsoft Outlook

Description

This article contains information on how to install and use the OnBase integration for Microsoft Outlook. 

Integration for Microsoft Outlook allows an Outlook user to interact with OnBase content and processes through their familiar Outlook interface. This integration provides users with multiple methods for importing emails and any associated attachments as documents, including drag and drop to an Outlook folder with automatic indexing using mail message field mappings.  Users can also retrieve OnBase documents directly through Outlook.

  • Upload email and attachments into OnBase as documents, with upload preview, while automating the index process.
  • Automatic Document Type and keyword assignment using MAIL, Static and Mapped Keyword values.
  • Retrieve documents stored in OnBase via the Outlook interface—combining date, keyword and full text search.
  • Integrated Workflow provides ad hoc tasks, user interaction and related items from the notification (message) ribbon.
  • Attach OnBase documents to email messages directly from the message ribbon.

Applicable Audience

  • OnBase users

System Requirements

Install Directions and Process

  • The software may be installed by following these instructions:
    • On your local machine, navigate to the Software Center by following this path: 

Start > Microsoft Endpoint Manager > Software Center

  • Once in the Software Center, locate the  "Hyland Office 2019 Integration x64"
  • Click “Install”
  • Once the install is complete, navigate to Microsoft Outlook and verify that the OnBase toolbar is now located in the options and command ribbon. 

Training Resources

  • Documentation: Vendor guide may be downloaded via the Attachments panel in this article. 
  • Premium Training Resources from Hyland:  All OnBase users have access to premium training resources from Hyland.  These resources may be accessed by following the registration instructions on this page: https://profiles.onbase.com/NewProfile
    • Important note:  Please use your UCO email address when registering for training.  This will ensure you are linked with our premium training account. 
    • Within one working day, you'll receive an email from profileshelp@onbase.com, with the subject "Your Hyland Profile online application has been APPROVED; explore your new resources!" confirming your account.
    • Once your registration is confirmed, the training course for this software can be located here:

Details

Article ID: 112223
Created
Thu 1/28/21 4:25 PM
Modified
Wed 2/3/21 7:57 AM