Unity Client vs. Web Client

For Faculty, Staff

Features On OnBase
Unity-Client
Web-Client

Document Retrieval

You can retrieve documents using one or more of the following search criteria:

  • Document Type, Document Type Group, Document Handle
  • Keyword Value and Date
  • Note text or Document Text

Working with Documents 

  • Reindex
  • View Selected
  • Clear Selected
  • Print
  • Delete
  • Delete Page
  • Delete from Envelope
  • Add Note
  • Remove from Folder
  • Create List Report
  • Generate CSV File
  • Toolbars
  • Annotations
  • Navigating Documents
  • Cross-References
  • Navigate
  • Find Folder
  • Web Client 
  • Usage
  • Show Folder Locations
  • Toolbars | Pages
  • Send/Export Options
  • Mail Document(s)
  • Send To
  • New Folder
  • Document Information
  • Properties
  • Keywords
  • Notes

Virtual Printer

  • Able to use the Virtual Printer

Workflow Queue Administrator

  • Review Workflow Request
  • Perform administrative duties on users, web diagnostics, and
    logging profiles.

Exclusive Features

  • Ribbons
  • Task panes
  • A configurable homepage
  • A configurable Favorites list
  • List grouping and sorting
  • Import preview
  • An integrated audio and video viewer

 
Re-indexing
  • Re-Indexing Documents
    • Keywords with Drop-Down Select Lists
    • Re-Indexing Document Revisions
  • Considerations for Re-Indexing Documents and Adding or Modifying Key word Values

Reporting Dashboard

  • Reporting Dashboards is a powerful business analytics tool that
    displays information stored in OnBase in a visual, interactive way

Importing Documents
  • Import Documents to OnBase.
(Some Document Types are configured to require Keyword Values to be entered in order to create and/or retrieve documents. Required Keyword Values are displayed in red for these operations, which may include the following: Document Retrieval, import, indexing, re-indexing, viewing/modifying
Keyword Values, and scanning).

Installation
  • Physical Program installation
    • End User Workstation installation
    • Security Setting
    • Java Access Bridge

 

Upgrade

  • Mid-year Upgrades needed

 

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