Usage

Office Business Application for 2021

Platform: OnBase
Product: Office Business Application for 2021
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Third-Party Software Requirements
Hyland Software - Microsoft Service Pack Statement
Microsoft Office 64-Bit Support Statement
Licensing
Web Client Requirements
Upgrade Considerations
Pre-Installation
Installation
Troubleshooting
Frequently Asked Questions
Using the Office Business Application Tab Causes an Exception
Upgrading While Preserving User Settings
Upgrading Without Preserving User Settings
Error During Installation on Client Machines
Excel is Unresponsive When Using the Unity Client
Fatal Error is Displayed When Attempting to Reconnect
Displaying Troubleshooting Information
Requesting Profile Diagrams
Contacting Support
Hyland Office Products Installers
Hyland Office Products Installers Overview
Deployment Options
Microsoft Office 2021 Support
Microsoft Office 365 Support
Microsoft Updates to Microsoft Outlook
Requirements
General Requirements
User Permissions
Client Machine
Installation Using ClickOnce
Installer Options
General Installation Options
Web Server Installation Steps
From a Shared Folder Installation Steps
Manually Created Share Steps
Service Location and Deployment Configuration
Package-Specific Installation Steps
Template Builder
Excel Add-In
Office Add-In
Report Services
Outlook Integration
Integration for Microsoft Outlook 20XX
WorkView Integration for Outlook
PowerPoint Add-In
Word Add-In
Deployment Signing
Additional Installation
Remove Installed Prerequisites
Controlling the Installer from the Command Line
Updating or Adding a Deployment Instance
Removing a Deployed Application
Removing a Deployed Application Instance from Client Workstations
Removing a Deployed Application Instance from the Deployment Server
Completely Removing a Deployed Application
Installation Using the Standard (MSI) Installer
Standard Installer Requirements
Hyland Office Integration Installer
Hyland Office 2021 Integration Installer Modules
Installing the Hyland Office 2021 Integration
Changing the Language and Culture Settings
Change, Repair, or Remove an Installation
Controlling the Installer from the Command Line
Feature and Property Names
Feature Names
Installation Directory
Associated Properties
Outlook Integration Associated Properties
Property Names
SERVICE_LOCATION_DATA_SOURCE
SERVICE_LOCATION_DISPLAY_NAME
SERVICE_LOCATION_AUTHENTICATION_TYPE
SERVICE_LOCATION_SERVICE_PATH
OUTLOOKINTEGRATION_ADMIN_CONFIGURATION_FILE
OUTLOOKINTEGRATION_CREATE_FORMS
OUTLOOKINTEGRATION_ENABLE_IMPORT_FROM_FILE
OUTLOOKINTEGRATION_HELP_BUTTON_OPTION
OUTLOOKINTEGRATION_IMPORT_BUTTON_OPTION
OUTLOOKINTEGRATION_LAUNCH_CLIENT_OPTION
OUTLOOKINTEGRATION_READING_GROUPS_BUTTON
OUTLOOKINTEGRATION_RETRIEVAL_BUTTON_OPTION
OUTLOOKINTEGRATION_SHOW_IMAGING
OUTLOOKINTEGRATION_WORKFLOW_BUTTON_OPTION
OUTLOOKINTEGRATION_WORKFLOW_UPDATE_NOTIFICATION
OUTLOOKINTEGRATION_UPDATE_CLIENT_DEFAULT_OPTION
OUTLOOKINTEGRATION_USER_FOLDER_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_USER_TOOLBAR_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_AUTO_SELECT_ATTACHMENTS
OUTLOOKINTEGRATION_DOCUMENT_DATE_SENT_DATE
OUTLOOKINTEGRATION_KEEP_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGE_LOCATION
OUTLOOKINTEGRATION_REMOVE_MESSAGES
OUTLOOKINTEGRATION_STORE_MESSAGE_MSG
OUTLOOKINTEGRATION_STORE_MESSAGE_SEPARATELY
OUTLOOKINTEGRATION_CLIENT_EXE_FILE_PATH
OUTLOOKINTEGRATION_EXE_COMMANDLINE_SWITCHES
Office Integration Feature Matrix
Office 2021 Integration Feature Matrix Overview
Configuration
Configuration
Notifying Users of Document Locks
User Options
System Interaction
Usage
Usage Considerations
Accessing the Office Business Application for 2021
Usage
Using the Embedded Tab
Logging On
Sharing Login Credentials
Importing and Saving Documents
Importing a New Document
Importing a Document as a Revision
Saving a Non-Revisable Document
Saving a Document as a Revision
Saving an Existing Document as a New Document
Saving Documents Locked by Other Users
Working with Notes
Adding Notes
Viewing/Editing Notes
Deleting Notes
System Interaction
Collaboration
DocPop
EDM Services
Document Templates
Creating Documents from Document Templates in the Office Business Application for 2021
Creating Documents from Document Templates in the Unity Client
E-Forms
The Web Client
Unity Forms
Workflow

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