Integration for Microsoft Outlook - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Application Enabler

Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Premier
Essential
Standard

To use Application Enabler 's indexing feature to index email and attachments in the Integration for Microsoft Outlook 2013 or Integration for Microsoft Outlook 2016:

  1. Import an email in the Integration for Microsoft Outlook 2013 or Integration for Microsoft Outlook 2016.
  2. Navigate to a screen in the line-of-business application containing data that you will use to index.
  3. Perform the configured mouse/keyboard event on the line-of-business application screen.
  4. If more than one Document Type is configured for Application Enabler, you may have to select the appropriate Document Type. Depending on your configuration, you may not be prompted to select a Document Type.
  5. The Import Document pane displays the Keyword Value or Keyword Values from the line-of-business application.
  6. Click Import.