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When you are in a Windows application like Word or email, you can print your document into OnBase by:
- Open OnBase Client (standard Client or Unity) if it's not already open
- Go to your document and choose Print
- Select the printer called 'Hyland software virtual printer'
- Print the document
- You should get an Import Dialog box as shown above. This box will associate the proper keyword values with your document. Fill out this box fully and accurately
- Hit the Upload button to submit the document to OnBase
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