MS Office Integration - Extend OnBase within Familiar applications

MS Office Integration allows users of Word, Excel, and PowerPoint to interact with OnBase enterprise content management through these familiar Microsoft Office interfaces. This integration provides users with single-click menu access for storing, retrieving, and editing OnBase documents and related content, without ever leaving their primary Office applications. The result is an easy-to-navigate interface which extends the powerful functionality of an OnBase solution to Microsoft Office.

1. Provides simple access into OnBase directly from the familiar applications of Word, Excel, and PowerPoint. Any file generated in an Office application can be easily uploaded and managed in OnBase and immediately made available to other OnBase users.
2. Users are able to directly access OnBase documents, regardless of file type, and execute available functionality from the familiar Microsoft Office toolbar ribbon as needed. Office documents will open in their respective application; most other file formats are presented in an OnBase viewer.
3. This integration extends the benefits of an OnBase solution including security, Workflow automation, and auditable control at various levels and areas of responsibility throughout your organization, allowing for more connected and efficient interactions.

• Improves overall document management by integrating the benefits of an ECM solution with the Microsoft Office platform.
• Extends OnBase access by presenting OnBase features/functions within familiar Microsoft Office interfaces.
• Increases user efficiency by significantly reducing the need to jump between different applications to manage content.
• Minimizes training and support costs by leveraging user familiarity with Microsoft Office products.

• Save new documents created in Microsoft Office applications directly into OnBase with ability to delete files after upload.
• Upload non-Office documents, of any file type, including electronic forms, into OnBase from the Office ribbon.
• Automatic indexing of documents using OnBase keyword features (AutoFill Keyword Sets, Application Enabler) directly from the Office application.
• Retrieve documents stored in OnBase from the Office ribbon via preferred search interface (Document Retrieval, Custom Queries, Envelopes)- combining date, keyword and full-text search.
• Utilize standard OnBase features such as Notes, keyword management, cross-referencing, re-index, document properties and history.

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