Integrating OnBase with Outlook 2016 for Windows - Faculty and Staff

During the Spring 2022 semester, Etrieve by Softdocs will replace Hyland OnBase as Davidson's primary document management system. For more information, visit the project support page.

OnBase can be integrated with Microsoft Outlook 2016 in Windows. Note: To install the OnBase Outlook add-in, you must be:

• On campus connected to the Davidson network via a wired connection; or,
• On campus connected to the eduroam wireless networks; or,
• Off campus connected to the Davidson network via VPN.

Uninstall Microsoft Office 365

1. Exit Microsoft Outlook.
2. Click on the Windows Start button in the lower left corner of the Windows desktop.
3. Start typing add or remove programs until that. option shows up. Select it.
4. Select the current version of Microsoft Office 365 installed on your computer and click Uninstall. On many Davidson computers, the version to uninstall will be named Microsoft Office 365 ProPlus.
5. Once Microsoft Office has been uninstalled, it is recommended that you restart your computer.

Install Microsoft Office 2016

1. When you have logged back into Windows, click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the large MS Office ProPlus 2016 for OnBase icon to launch the installation.
6. Once Microsoft Office has been installed, it is recommended that you restart your computer.

Install the OnBase Outlook 2016 Integration

1. When you have logged back into Windows, click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the large OnBase Outlook 2016 Integration icon to launch the installation.
6. Click on the Install button.
7. Once installation is complete, it is recommended that you restart your computer.
8. Open Outlook and you will see the OnBase menu option.