OnBase Application Enabler

OnBase Application Enabler

Updated Application Enabler

OnBase Application Enabler offers a revolutionary approach to image enabling. This module provides a seamless integration between an organization's core business applications and the OnBase IDM system, all without programming. OnBase Application Enabler improves employee efficiency by allowing users to retrieve supporting documents-including images, application files, and text reports-by simply clicking on a specified field within any Windows-based program such as an ERP, CRM, or other line-of-business application. An additional benefit is that multiple departments can share information regardless of their respective core applications, thus maximizing the organization's investment in these separate line-of-business applications.

The integration between other applications and OnBase is done without the time and costs associated with custom programming-traditionally required for interaction between applications. API's (Application Programming Interface) are not required for integration, and configuration is a point-and-click process. OnBase Application Enabler removes the need to learn new API's, to determine compatibility, and to do the programming. A company's development or financial resources can be utilized for other projects. Not only is the integration easy to implement, but is virtually transparent to users.

The Application Enabler works by linking data in host form fields, or text in a text screens, to related information in the OnBase database. To retrieve the OnBase document while in the business application, the user simply double clicks on the related application field. The documents found will be listed in a separate window. Double clicking on any document in the list will display the document in its own viewer. Double clicking on the original document can also retrieve pre-defined cross-referenced documents.

A login dialog box appears asking for a user name and password the first time an OnBase document is requested. OnBase uses this information to restrict or allow access to the data stored within the OnBase system. Upon a successful login, the Session Manager will load and execute any pending requests.

Configuration of OnBase Application Enabler is a point and click process. The user makes selections in menu-driven dialog boxes containing information related to OnBase documents. The user selects document types to retrieve from various screens from the business application. To enable different applications or groups of applications, a choice is made from a list of saved configurations from the Application Enabler's toolbar.

Application

A company might use the Application Enabler to make their payables process more efficient. Users would open the accounting application in the usual manner and navigate to the host screen that shows the purchase order they want to retrieve. To verify the company was billed correctly for the goods received, the users double click on the purchase order number in the application field screen. The Application Enabler will return the invoice for that purchase order and display it in a separate window. Cross-referencing can be used to check if the company actually received the items in the purchase order. Double clicking on the invoice could even display the corresponding packing slip. Users do not even need to get accustomed to another application. To the user, it is added functionality in the existing application enabling them to do their job more effectively.

Core Features

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Seamlessly integrates the OnBase Document repository to the line-of-business application without programming.

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Retrieves OnBase documents from most text-based (terminal emulation) applications.

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Creates a small footprint.

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Increase productivity by retrieving supporting documentation without leaving the current application.

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Mouse events can be configured to be any combination of mouse clicks and/or Ctrl, Alt and Shift keystrokes.

 

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