Page Comparison

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1. Double click the OnBase Unity client and login
2. Double click the "Portfolio Scores master list.xlsx" to open it
3. In the OnBase Unity client click on Batch Scanning
4. Within the Batch Scanning window on the right window pane choose the Full Index scan mode
5. Ensure the current record you are importing is the top-most record showing in the Portfolio Scores master list.xlsx
6. Hold the shift key and double-click on the Colleague ID of the record you are importing
7. Confirm that values from the spreadsheet have been transferred to keyword values for the document you are inserting
   
   1. While reviewing keywords you may need to add values
   2. While reviewing keywords you may need to remove values
8. Click Scan
9. You will be shown a preview of the document you just uploaded. You may make modifications, or simply close the document and move on to the next document

How to make changes to the keywords of a document saved in Unity Client

1. Click the "Unity Client" icon 
2. If you want to change the info/keywords of a "Project" document of a student "XYZ", select "Project" and type the student's name
3. To narrow the search, you may add additional information like the date range, paper department, paper term etc.
4. After finding the document, right click on the document and select "keywords" 
5. Make the changes, save, and close

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