Microsoft Office

Connect OnBase with Microsoft Office to boost productivity, streamline processes

OnBase and Microsoft integration connects documents and processes, increasing efficiency

With the OnBase and Microsoft Office integration for document management, users of Word, Excel and PowerPoint can interact with content stored in OnBase directly from their familiar Office interfaces.

Using the Microsoft integration, users have single-click menu access for storingretrieving and editing OnBase documents and related content – all without ever leaving their primary Office application. The result is an easy-to-navigate interface that extends powerful functionality of an OnBase solution to Microsoft Office.

OnBase and Microsoft integration speed up processes, boosting productivity while reducing errors

By connecting OnBase with the Microsoft Office integration for document management, users quickly access needed information stored in OnBase directly from the applications they use.

The Microsoft integration also allows users to:

  • Save new documents created in Office applications directly into OnBase
  • Upload non-Office documents of any file type – including electronic forms – into OnBase from the Office ribbon
  • Automatically index documents using OnBase keyword features directly from Office
  • Retrieve documents stored in OnBase from the Office ribbon via preferred search interface
  • Utilise standard OnBase features such as adding notes, keyword management, cross-referencing, document properties and a full auditable history for documents and processes

Ready to learn more? Contact OnBase by Hyland to speak with an OnBase expert to find out how your organisation can benefit OnBase and Microsoft Office integration.