Importing a Single Attachment from an Email Message - Integration for Microsoft Outlook 2019 - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

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

The Integration for Microsoft Outlook 2019 allows users to import only a single attachment of an email message into OnBase if multiple attachments exist.

To import only a single attachment from an email message:

  1. Open an email message from Outlook.
  2. From the attachment, select the drop-down menu and click Import Attachments.
  3. Log on to OnBase .

    • If you are not logged on to OnBase , enter your user name and password to log on from the login splash screen.

    • If you are already logged on to OnBase , the Import Document pane is displayed.

  4. Select the Document Type Group for the attachment from the Document Type Group drop-down list.
  5. Select the Document Type for the attachment from the Document Type drop-down list.
  6. Select the file type for the attachment from the File Type drop-down list.
    Note:

    In most instances, the file type is automatically populated because the Integration for Microsoft Outlook 2019 automatically recognizes file types. If an attachment has an unknown extension or does not have an extension at all, a file type is not populated and must be manually selected.

  7. Select the date for the attachment from the Document Date drop-down list.
  8. From the Keywords section, enter Keyword Values in the appropriate Keyword Type fields. Any Keyword Types configured as Data Entry or Blank will have an empty value. If your Document Type was configured with default mail System Keyword Types, some of the Keyword Values may already be filled in.
    Note:

    You cannot edit default mail System Keyword Types, for example, MAIL To or MAIL From.

  9. Click one of the following buttons:

    • Import: Imports the attachment to OnBase .

    • Skip: Skips the selected attachment for import into OnBase . The Import Document pane is closed.