Deploying an Auto Import Folder Configuration - 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

You can deploy the Auto Import folder configuration when installing the Integration for Microsoft Outlook 2021 from the Hyland Office Products Installer.

To deploy an Auto Import folder configuration:

  1. Run the Hyland Office Products Installer.
  2. On the Outlook Integration Toolbar Configuration screen under Admin Configuration, configure the following options:
    • Set the Update the Client's Default Settings option to Yes.

    • Set the Allow User Folder Configuration option to No.

    Note:

    When setting the Allow User Folder Configuration option to No, the Folder Configuration button is not available on the Integration with OnBase tab or in the Integration with OnBase menu of the Integration for Microsoft Outlook 2021.

  3. On the Folder Configuration screen, enter the path to the Auto Import folder configuration file (.confg).
  4. Complete the Integration for Microsoft Outlook 2021 installation using the installation instructions from the Hyland Office Products Installers chapter in this module reference guide.