The integration with OnBase ribbon is added to Outlook when the Integration for Microsoft Outlook 2019 is installed. Access the ribbon by clicking the integration with OnBase tab.
If you are not already logged on to OnBase , you are prompted to log on after clicking a button in the integration ribbon. If it is your first time using the Integration for Microsoft Outlook 2019 after installation, you are prompted to log on when Outlook opens.
Depending on your configuration and licensing, the ribbon may contain the following buttons:
|
Document Group |
Description |
|---|---|
|
Custom Queries 
|
Opens the Custom Queries window. |
|
Retrieval 
|
Opens the Retrieval window. |
|
Envelopes 
|
Opens the Envelope window. |
|
File Cabinets 
|
Opens the File Cabinets window. |
|
Retrieve by Document Handle 
|
Opens the Retrieve by Document Handle window. |
|
OnBase Group |
Description |
|---|---|
|
Import 
|
Imports the selected email messages and any attachments into OnBase. Note:
Depending on your system configuration, the icon for the Import button may differ from that pictured here. |
|
Dashboards 
|
Opens the Dashboards window. A Reporting Dashboards license is required to use this button. For more information on Reporting Dashboards, see the Reporting Dashboards module reference guide. |
|
Workflow 
|
Opens the Workflow window. A Workflow Named User Client or a Workflow Concurrent Client license is required to use this button. For more information on Workflow, see the Workflow module reference guide. |
|
My Reading Groups 
|
Opens the My Reading Groups window. A Document Knowledge Transfer & Compliance license is required to use this button. For more information on Reading Groups, see the Document Knowledge Transfer & Compliance module reference guide. |
|
Client 
|
Opens the OnBase Client. Note:
Depending on your system configuration, the icon for the Client button may differ from that pictured here. |
|
Folder Configuration 
|
Opens the Outlook Folder Configuration window. For instructions on how to configure an Auto Import folder, see Auto Import Folder Configuration. |
|
Help 
|
Opens the Integration for Microsoft Outlook 2019 help file. |
|
Connect Group |
Description |
|---|---|
|
Reconnect 
|
Note:
This button is only displayed when OnBase has lost connection to the Application Server. Reconnects the Integration for Microsoft Outlook 2019 to the Application Server when the connection is lost. If you are still unable to reconnect to the Application Server after clicking Reconnect, contact your system administrator. |
|
Create Group |
Description |
|---|---|
|
Forms 
|
Opens the Create a New Form window to create a new E-Form or Unity Form. For more information on E-Forms, see the E-Forms module reference guide. For more information on Unity Forms, see the Unity Forms module reference guide. |
|
Import from File 
|
Opens the Import from File window. Note:
Depending on your system configuration, the icon for the Import from File button may differ from that pictured here. |
|
Imaging Group |
Description |
|---|---|
|
Send to Scan Queue 
|
Sends the selected or open mail messages to your configured scan queue. When using this button, messages are processed with the .msg file format. Note:
The Store messages in MSG format option in File | OnBase is ignored by the Send to Scan Queue button. Outlook messages sent to a scan queue for processing are stored in .msg format whether or not the Store messages in MSG format option is selected. For more information on scan queues, see the Document Imaging module reference guide. |
|
Batch Processing 
|
Opens the Batch Processing window. For more information on batch processing, see the Document Imaging module reference guide. |