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Select Hyland Software Virtual Printer

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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.

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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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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. Once you have identified the document you want to append to, click the "Append Pages" button.

** Note ** It will not always be the case that you want to append documents when the index attributes match. When this happens, you can click the button labeled "Save as New Document."

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After appending, or selecting "Save as New Document"  you're taken to the resulting OnBase Document with the appended pages.

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Combine existing OnBase documents using the OnBase Unity Client

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