Microsoft Office Integration
Manage content within Microsoft Office interfaces
The OnBase and Microsoft Office integration for document management allow users to manage content within their familiar Word, Excel and PowerPoint interfaces.
Using the Microsoft integration, users have single-click menu access for storing, retrieving and editing documents and related content in the DMS – all without ever leaving the primary Office application.
Functionality
Save new documents created in Office applications directly into the DMS
Upload non-Office documents of any file type – including electronic forms – into OnBase from the Office ribbon
Automatically index documents using the keyword features directly from Office
Retrieve documents stored in OnBase from the Office ribbon via preferred search interface
Utilize our standard DMS features such as adding notes, keyword management, cross-referencing, document properties and a full auditable history for documents and processes
Open OnBase content directly from the Office application via Document Retrieval, Custom Queries or Envelopes- using features unique to each search interface, such as Full Text Search, Group by and Column Filtering
