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
Keyboard Shortcuts
Global keyboard shortcuts
| Keys | Description |
|---|---|
| Alt | When on the Home tab, shows shortcut keys for the ribbon tabs and application menu. |
| F1 | Accesses the help files. |
| Alt + Space | Opens the system menu for minimizing, maximizing, and restoring the program. |
| Alt + F4 | Closes the program. |
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.
Append a document to an existing OnBase document using the Virtual Print Driver in the OnBase Unity Client
Open your document and select File > Print
Select Hyland Software Virtual Printer
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 "Upload" button will have a green arrow. Clicking Upload 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).
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."
After appending, or selecting "Save as New Document" you're taken to the resulting OnBase Document with the appended pages.
Combine existing OnBase documents using the OnBase Unity Client
- Open Document 1
- Open Document 2
- On the Image tab, Click "Modify" on the top ribbon button to "Edit pages"
- Note that the both of those images are in the edit mode
- Drag the thumbnail image to another thumbnail viewer on the right side of the image
- Click on the "Save" button on the top ribbon