You can import the document into OnBase from the OnBase menu in the Microsoft toolbar menu. When you save a document to OnBase from Microsoft Word or Excel, the document's Auto-Name string is displayed in the title bar.
Note:
You can also use the Office application's built-in save commands (for example, File | Save As) to save documents to OnBase. If you use these save commands, be aware of the Known Issues with the Standalone Office Add-In.