Retrieve, upload and index documents within your familiar email interface
Integration with IBM Notes streamlines processes, boosts efficiency
With the integration of Hyland's enterprise information management solution, OnBase, and IBM Notes, formerly Lotus Notes, users interact with OnBase content and processes through their familiar email interface.
This integration provides users with multiple methods for uploading emails and any associated attachments as documents including drag-and-drop to an OnBase folder with automatic indexing using keyword field mapping.
Users can also retrieve OnBase documents directly through Lotus Notes, increasing user adoption and reducing training costs.
Connect email and business processes with the IBM Notes integration
By integrating with IBM Notes, a single copy of an email and attachment is managed in OnBase and immediately made available to any user, regardless of their primary interface.
In addition, from the familiar IBM Notes interface, users:
- Upload email and attachments into OnBase as documents, while automating the indexing process
- Access electronic file cabinets directly from IBM Notes and import content via drag and drop into OnBase folders
- Retrieve documents stored in OnBase via IBM Notes by combining document type, data and keyword search
- Attach OnBase documents to email messages directly from the IBM Notes sidebar
Cut processing times with seamless IBM Notes integration
After uploading documents into OnBase, the system automatically triggers specific business processes. Decision-makers receive email notifications regarding processed documents, allowing them to drive business processes directly from their familiar IBM Notes screens.
As a result of giving staff the ability to access, process and manage important business documents directly from Lotus Notes, you increase service levels while reducing process delays.
Ready to learn more? Contact an OnBase expert to find out how your organisation can benefit from the OnBase integration for IBM Notes.