Overview
Importing from CD
- Double click the OnBase Unity client and login
- Double click the "Portfolio Scores 2016.xlsx" to open it
- Load CD into the PCs optical disc drive
- Copy all CD contents to a temporary folder on the computer
- Open the file
- Select File > Print (or Ctrl + P)
- Choose to print to the Hyland Software Virtual Printer and wait for the indexing window to appear
- Ensure the current record you are importing is