Page Comparison

Related useful links:

OnBase - Unity Client Scanning and Indexing

The OnBase Unity Client

Logging in to OnBase Unity

Double-click the OnBase Unity Client icon

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You will notice that Unity has a ribbon interface, which is much like Microsoft Office 2007 and Office 2010.

Document Retrieval

In the ribbon, click the magnifying glass icon

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Select from available Document Types and Groups

Keyboard Shortcuts

Keyboard shortcuts can be used in the OnBase Unity client to quickly process documents without having to move between the mouse and keyboard.

Global keyboard shortcuts

Data Lists keyboard shortcuts

Keywords keyboard shortcuts

Document Viewer keyboard shortcuts

Document Separation keyboard shortcuts

Virtual Printing using the Hyland OnBase Virtual Print Driver (VPD)

When using the virtual print driver, be sure only one OnBase Application is open. If you intend on using the Virtual Print Driver from OnBase via the Unity Client, the "Thick" OnBase Client needs to be closed.

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And once you're ready to "Virtual Print" or "Import" the document click Import in the lower left corner.

Append a document to an existing OnBase document using the Virtual Print Driver in the OnBase Unity Client

Open your document and select File > Print

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After appending, or selecting "Save as New Document"  you're taken to the resulting OnBase Document with the appended pages.

Combine existing OnBase documents using the OnBase Unity Client

Detailed instructions with screenshots for completing this process can be found on the "OnBase - Combining documents" knowledge base article

1. Open Document 1
2. Open Document 2
3. On the Image tab, Click "Modify" on the top ribbon button to "Edit pages"
4. Note that the both of those images are in the edit mode
5. Drag the thumbnail image to another thumbnail viewer on the right side of the image
6. Click on the "Save" button on the top ribbon

Rotating multiple pages within documents using the OnBase Unity Client

1. Retrieve the document and double click it on the hit list to open it.

2. Select the "Image" tab, click on the "Modify" ribbon group button, then click "Document Separation" (click image to enlarge)
   

3. This will bring up the Document Separation Window, showing all pages within the document (click image to enlarge).
   

4. Select the check box inside the document, or use the CTRL + A keyboard function to select all pages (pictured below on the left). To select individual pages you may hold CTRL while clicking on individual pages you'd like to rotate (pictured below on the right). Pages highlighted with a gold background are those which will rotate.
    

5. Then select the appropriate rotation you would like: Rotate Left, Rotate Right, or Flip. Hold your mouse over each option for a detailed description of the button action.
   

6. When you are done modifying the document, choose Save and Close. If you made changes but would like to not save them, you may click Cancel.
   

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