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  1. Open OnBase Client (standard Client or Unity) if it's not already open
  2. Go to your document and choose Print
  3. Select the printer called 'Hyland software virtual printer'
  4. The virtual print driver defaults to black-and-white.  If you'd like to change it to color, make sure and go to the 'Properties' box and change your preference to color printing.
  5. Print the document
  6. 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
  7. Hit the Upload button to submit the document to OnBase

Silent Install Setup

In order to configure the 'Hyland software virtual printer' so it can be deployed silently it is necessary to have a certificate. In particular, the "VPDCertificate.cer" is needed

To install the Virtual Print Driver silently on a new machine, Hyland Software, Inc. needs to be added as a trusted publisher. To set Hyland Software, Inc. as a trusted publisher, you must obtain the VPDCERT.cer file from Hyland's Team M (as of Oct 2014). I have