OnBase – Email modules

Interact with business content and Workflow processes

Integration for leading email applications such as Outlook or Notes allows users to interact with business content and Workflow processes through their familiar mail interface. This integration provides users with multiple methods for importing e-mails and any associated attachments as documents, including drag-and-drop to a folder with automatic indexing using mail message field mappings. Users can also retrieve documents directly, perform workflow tasks, increasing adoption and reducing training costs.


Manage your email attachments, regardless of primary interface

Integration for e-mail clients links the message to the business process transaction and eliminates storage redundancies. A single copy of an e-mail and attachment is managed in OnBase and immediately made available to any OnBase user, regardless of their primary interface. In addition, from the familiar Microsoft Outlook interface, users are able to interact directly with OnBase Document Retrieval and Workflow, providing access to standard OnBase functionality, as needed by the user.


Easy to deploy, easy to use

Most users will not even need training and will immediately help themselves to the information and decisions they need to make. Twofold believe you need to see this functionality to believe just how game changing this makes processing transactions.

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