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The OnBase Unity Client

Logging in to OnBase Unity

Double-click the OnBase Unity Client icon

 and while you patiently wait for Unity to open, you will see a small icon that looks like this  appear in the System Tray - the area near the clock, typically in the lower-right corner of the desktop.

Next, you will see an authentication window like the image below (click to enlarge).

Once logged in, you will see the Unity Client. If this is your first time using the Unity Client, it will resemble the following image.

You will notice that Unity has a ribbon interface, which is much like Microsoft Office 2007 and Office 2010.

Document Retrieval

In the ribbon, click the binoculars icon

Select from available Document Types and Groups

Virtual Printing using the Hyland OnBase Virtual Print Driver (VPD)

When using the virtual print driver, be sure only one OnBase Application is open. If you intend on using the Virtual Print Driver from OnBase via the Unity Client, the "Thick" OnBase Client needs to be closed.

From within the application you're using to Virtual Print the Document into OnBase, click File --> Print, unless there is another way for that particular application to get a printing wizard. Below is a sample from Microsoft Word 2013

Then you're presented with the following screen.

And once you're ready to "Virtual Print" or "Upload" the document click Upload.

Combine existing OnBase documents using the OnBase Unity Client

  1. Open Document 1
  2. Open Document 2
  3. On the Image tab, Click "Modify" on the top ribbon button to "Edit pages"
  4. Note that the both of those images are in the edit mode
  5. Drag the thumbnail image to another thumbnail viewer on the right side of the image
  6. Click on the "Save" button on the top ribbon

Append a document to an existing OnBase document using the Virtual Print Driver in the OnBase Unity Client

Append documents...

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