Creating Objects in Outlook - WorkView Integration for Microsoft Outlook - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Premier

WorkView Integration for Microsoft Outlook

Platform
OnBase
Product
WorkView Integration for Microsoft Outlook
Release
Foundation 23.1
License
Premier

WorkView objects can be created within e-mail messages. To create a new object:

  1. From within an open e-mail message, click on an application tab.
  2. Click Create Object. A import pane is displayed to the right within the e-mail message.
  3. Select that Class for which you would like to create an object.
  4. If you want to attach the message to the object, select the Automatically attach the current email check box.
  5. If you want to limit the Document Types listed in the Document Types drop-down list to automatically be limited to Document Types configured as default Document Types for the selected class, select the Use the Default Document Types for the selected Class check box.
  6. Select a Document Type Group from the Document Type Groups drop-down list to narrow the Document Types available.
  7. Select a Document Type from the Document Types drop-down list that you want to import the message into as a document.
  8. The Files Types drop-down list should default to MSG Outlook Message(.msg).
  9. Enter the appropriate keyword values.
  10. Click Create Object. A new object is displayed.
  11. If there are attachments in the e-mail, the Attachment Options dialog box is displayed. Otherwise, skip to step 12.

    If you want to include the attachment(s) with the e-mail message, select the Include all attachments with the email option.

    If you want to store each attachment as a separate document in OnBase, uncheck the Include all attachments with the email option. When this is unchecked, a list of the attachments is displayed.

    If you do not want to include an attachment, uncheck the attachment.

    For each attachment you are attaching separately, click the corresponding Document Type link in the Store Attachments separately box. The Attach Document dialog box is displayed.

    Select the appropriate selections for the Document Type Groups, Document Types, and File Types drop-down lists. Enter the appropriate keyword values and click Attach Document. Upon uploading an attachment successfully, a message stating Upload Successful is displayed next to the attachment in the Store Attachments separately box.

    Note:

    If this step is not completed, the attachment is not imported.

    Click Done.

  12. Enter the appropriate attribute values and save the object.