Email Client Integrations

Access your content from email client

Employees can access your organization’s content from within their email client, whether that’s MS Outlook, IBM Lotus Notes or Novell Groupwise.

From their inbox, users can capture emails and related attachments and store them in OnBase, which instantly links this content with related transactions. In addition, users can complete tasks like approvals directly from their email interface, keeping critical business processes moving.

Benefits

  • Provide users with instant access to all email and related documents from a central repository
  • Eliminate the need to save files in multiple locations
  • Allow staff across the organization to securely access information, regardless of who was the original recipient

Import an e-mail and attachment into OnBase via “Upload” button

Execute Workflow Ad Hoc Tasks (with User Interaction) and view Related Documents directly via e-mail notification- with ability to View Primary Document

IBM Lotus Notes client with the OnBase sidebar panel displayed