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- Open OnBase Unity Client
- Use Document Retrieval to obtain the document(s) you would like to extract from OnBase - for example, I want all documents of 'x' document type for the past year.
- With the documents appearing in 'the hit list' you can:
- Choose one document by right clicking on it
- Choose more than one by holding Ctrl and left clicking on the documents you want to extract
- Choose all by left clicking on one document in the list, then press Ctrl + a keys on your keyboard - Note: if there are a large number of documents you are selecting, your screen may pause for a moment, so wait until all docs are highlighted
- Once you've made your selection of one or many documents to extract, right click on one of the highlighted documents and choose Send To > File
- Now you will see a screen similar to the following
- You should review all options such as: 1) File Format of Attachment (do you want the file in tiff, pdf, or another format?) 2) Settings - Pages (do you want all pages or just a few, specific pages?) 3) Note Options (if this document type has OnBase notes on it, do you want them extracted along with the file?) 4) File Name (what do you want it named?) 5) Directory (where do you want to save it to?) - some text
- some text