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Select Hyland Software Virtual Printer
OnBase Unity will show you a preview of the document you are Virtual Printing, as well as show you indexing options in the left window pane and the document pages in the right window pane. The image below shows that I have not selected indexing options yet for this single-page sample document.
Index the document with the same keywords as the document you intend to append this document to. This should come naturally, so if you find you are having to sleuth through data to find the correct keywords to index this for the purpose of appending, please contact Russ Bauer for advice.
With all indexing fields complete, the "Upload" button will have a green arrow. Clicking Upload will put the document in to OnBase.
While putting the document in to OnBase with the same index fields, OnBase has recognized that there are matching attributes and gives you the option to append the page(s) to the matching document(s).
The matching documents appear in a window similar to the one below. To find the correctly matching document to append to, you can click on any of them and a preview window appears on the right. Remember that this is a preview of the document your appending to. Not the document you're currently uploading.
** Note **
Combine existing OnBase documents using the OnBase Unity Client
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