Configuring Keyword Options - Integration for Microsoft Outlook 2021 - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Integration for Microsoft Outlook 2021

Platform
OnBase
Product
Integration for Microsoft Outlook 2021
Release
Foundation 23.1
License
Premier
Standard
Essential

When configuring an Auto Import folder, you must have Document Types and corresponding Keyword Types configured.

Note:

There are known limitations when using a Document Type with a configured Multi-Instance Keyword Type Group. See Using Multi-Instance Keyword Type Groups with Auto Import Folders for more information on using a Multi-Instance Keyword Type Group with an Auto Import folder configuration.

In addition to indexing by Keyword Types configured in the Document Type, there are several Keyword Value options that you can configure in the Keyword Mappings dialog box.

Note:

If Keyword Value options are not available, the selected Keyword Type is a System Keyword Type with one or more mapped Keyword Values. Options for System Keyword Types cannot be changed.

You can double-click the Keyword Type name to add another instance of the Keyword Type, or place the cursor inside the Keyword Value field and press F6.