The Office Integration Feature Matrix lists options and features available through the following OnBase modules:
-
Integration for Microsoft Outlook 2021
-
Office Business Application for 2021
The features that are available through these OnBase modules are identical to the features available through the OnBase Unity Client.
The Firefox web browser is not supported to open documents into the Office Business Application modules from DocPop links.
|
Feature |
Integration for Microsoft Outlook 2021 |
Office Business Application for 2021 |
|---|---|---|
|
Import native files (emails, attachments, Office documents) |
X |
X |
|
Drag/Drop Import (via Outlook folder) |
X |
|
|
Import from File System (Browse to File or Ad Hoc Scanning) |
X |
X |
|
Attach from OnBase |
X |
|
|
Custom Queries |
X |
X |
|
Document Retrieval |
X |
X |
|
File Cabinets |
X |
|
|
Envelopes |
X |
X |
|
Retrieve by Document Handle |
X |
X |
|
Open the OnBase Client or Unity Client |
X |
|
|
Open the Unity Workflow interface |
X |
X |
|
Execute Workflow tasks without opening the Unity Workflow interface |
X |
X |
|
Open WorkView |
X |
|
|
Create a New E-Form |
X |
X |
|
Create a New Unity Form |
X |
X |
|
Add/Modify Keywords |
X |
X |
|
Add/View Notes |
X |
X |
|
View/Open Cross-References |
X |
X |
|
Document-level Discussions (Collaboration) |
X |
X |
|
Revisions/Renditions |
X |
X |
|
Document History |
X |
X |
|
Document Properties |
X |
X |
|
Re-Index |
X |
X |
|
External Email |
X |
X |
|
Create new documents based on document templates |
X |
|
|
User Options |
X |
X |