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Overview

Importing from CD

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

 

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