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And once you're ready to "Virtual Print" or "UploadImport" the document click UploadImport in the lower left corner.
Append a document to an existing OnBase document using the Virtual Print Driver in the OnBase Unity Client
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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 "UploadImport" button will have a green arrow. Clicking Upload Import 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).
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