Introduction - Integration for Microsoft Outlook 2019 - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Microsoft Outlook 2019

Platform
OnBase
Product
Integration for Microsoft Outlook 2019
Release
Foundation 22.1
License
Standard
Essential
Premier

Integration for Microsoft Outlook 2019 enables a Microsoft® Outlook® 2019 user to store email messages and their attachments. It also allows users to retrieve and view documents in OnBase , as well as participate in Workflow.

Email messages and their attachments can be imported by dragging the email to a pre-configured OnBase Outlook folder. The folder can be configured to automatically index email messages and their attachments, or allow the user to index email messages and their attachments. OnBase can automatically add index information from the email's metadata such as To, From, Subject Line, Date Received, and Message ID.

Archived email messages and their attachments are immediately available for OnBase users to view, and can be configured to participate in Workflow. The email messages can be archived in the native Microsoft MSG format or in the format in which it was written; HTML, Plain Text, or Rich Text. Attachments are stored in their native format in OnBase .