If your OnBase system is licensed for Integration for Microsoft Outlook 2016 or Integration for Microsoft Outlook 2019, you can open the Unity Workflow interface from these modules by clicking the Workflow toolbar button.
Workflow e-mail notifications can also be configured to allow users to execute Workflow ad hoc tasks directly from an Outlook e-mail message.
Before creating this type of e-mail notification, ensure that:
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You have a functioning OnBase Application Server.
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The Hyland Distribution Service is installed.
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You are using Core-based Workflow.
To create an e-mail notification that allows users to execute Workflow ad hoc tasks directly from an Outlook e-mail message: