Unity Client

General Usage Quick Reference Guide

Use the Personal Page (Continued)
Access the End-User Help Files To add an item or layout to the Personal Page, right-click the
The Unity Client includes help files for end-users. These can be object and select Add To Personal Page. If the right-click option
referenced at any time in the Unity Client either by pressing the is unavailable, the Personal Page option may be included under
F1 button on your keyboard, or by clicking the Help button: the Send To functions or, as is the case with Custom Query
results, as a special menu option to Add to Personal Page.
When adding an entire layout to your Personal Page, select
The help files are opened in a separate window.
Personal Page | Add this layout to my Personal Page from the
Set Your Home Page ribbon menu.
The Home button takes you to your configured Home Page.

To set a layout to be your Home Page, navigate to the desired

layout and select Make this layout my Home Page from the
Home button drop-down menu.
To reset your Home Page to the default, select Reset Home Document Retrieval
Page from the Home button drop-down menu. You can retrieve documents in the Unity Client based on the
document’s keyword values, the text contained within the
Add Favorites document, or the note information contained on a document.
You can add the currently displayed layout to your list of The following example describes how to retrieve documents
favorites by performing the following steps: based on their keyword values.
1. Click the Favorites button: To access Document Retrieval:
1. In the Documents ribbon group on the Home tab, click
Retrieval.

2. Click Add this layout to my favorites.

The favorite can be accessed by clicking the Favorites
button again and selecting the favorite from the list. 2. In the Document Retrieval pane, select a Document Type
Group.
Use the Personal Page
Select a Document Type.
Many OnBase items and layouts can be added to your Personal
Note: The information contained in the panel may dynamically
Page as tiles. Tiles serve as easy access points to the files,
change based on the Document Type Group or Document Type
items, and interfaces of your choice.
you selected.
The Personal Page can be opened by clicking the Personal Page 3. If desired, you can specify a date range to only return
ribbon button: documents that were created or imported between a
certain range of dates.
4. A list of keyword fields displays below the date range.
Enter values for the keywords that are displayed. You can
enter as much or as little information you know.
Note: Some searches require you to enter at least one keyword
value. Search requirements are determined by your system
administrator.
5. When you have entered all search criteria, click the Find
button at the bottom of the panel.

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Unity Client
Document Retrieval (Continued) Document Separation (Continued)
The Search Results are displayed in a list on the right side
of the screen.

To send one or more documents to Document Separation,

select Split from the Re-Index pane, the Edit Pages button in the
Image tab of an open document, the Send To | Document
Separation option from the ribbon or right-click menu, or drag
and drop the document(s) into an existing Document
Separation window.
To switch between Document Display Mode and Page Display
Mode, toggle the Group by Documents button:

6. Double-click a document from the list to open it.

D

Import Documents Keep important pages separate while reorganizing and editing
To import documents in the Unity Client: documents by dragging them to the Page Holder.
1. In the Create ribbon group on the Home tab, click Import. Double-click a page to open it in Detailed View, which allows for
full-scale viewing, rotation, and flipping.
Click Join to join two or more documents through the Merge
Documents, Join Pages, or Append After Page options.

The Import layout is displayed.

2. Select the document you want to import by doing one of Click Split to separate a document through the Split or Break
the following actions: into Documents options.
• Browse to the file location of the document you are
importing by clicking the Browse button,
• Scan a document, or import a document image from
another supported digital storage device such as a The thumbnails within Document Separation can be adjusted by
scanner or camera, by clicking the Acquire button, accessing the Thumbnail Settings from the ribbon menu.
• If configured, select a document stored or created in
Google Drive by clicking the Drive button, or Envelopes
• Drag and drop the file you want to import into the white Envelopes are collections of documents that you can compile
space next to the Import pane. and share with other OnBase users. Any document can be put
3. Select a Document Type Group for the document. into an envelope, regardless of content or Document Type.
Select a Document Type for the document. Envelopes can be created and viewed by clicking the Envelopes
4. Enter all of the necessary keyword values in each field. ribbon button on the Home tab.
5. When you are finished entering the necessary keyword
values, click the Import button to import the document into
OnBase: Select an envelope to view its contents.
If you would like to share an envelope with other users, select
the desired envelope and click Share Envelope.

Document Separation
Image and PDF documents can be manipulated in the
Document Separation layout. Documents and their individual
pages can undergo multiple editing processes in this layout Selected Users are the users sharing the envelope with you.
such as splitting, joining, rotation, and copying. Documents can Users can have Full Control over the envelope, can be permitted
be deleted or created within Document Separation. Pages can to Add to Envelope and/or Remove from Envelope, or can just be
be dragged to different documents, or to an empty area to allowed to view the envelope contents. Adjust user permissions
create a new document. as needed.

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Unity Client
User Options Send Mail
System functionality and appearance can be customized in the Internal mail messages can be sent to other OnBase users.
User Options. The User Options dialog is accessed through the Documents and folders can be sent within the Unity Client to
User Options button in the File Menu. other users. If you need to send documents to non-OnBase
users, external mail messages can contain documents as
attachments, or can include documents, folders, Custom Query
Results, E-Forms, and Unity Form Creation pages as Unity Pop
Links or Unity Pop Files. Recipients of Unity Pop Links and Files
General Unity Client behavior and display features, Document must be OnBase users.
display options, Document Import options, Printing options,
Send To | Internal User
Retrieval Date options, and Service Mode options can be set
here. Selecting this option will allow you to send the selected or
Note: The Service Mode tab is only available when the Unity open document or folder to another OnBase user. A new mail
Client is running in Service Mode. message dialog is displayed and recipients, attachments,
Note: Some User Options may be enforced by an administrator- and message body text can be edited as needed.
designated User Option Policy.
To apply User Options:
1. Select the desired options in each tab. Selection controls
for options vary (check boxes, text fields in which you can
insert a number or date range, etc.).
2. After you have selected the appropriate options, click Save Received internal mail messages can be checked by clicking
to save your changes and to close the User Options the Mailbox button in the ribbon menu.
dialog. Send to | Mail Recipient
Selecting one of the two Mail Recipient options will allow you
Generate CSV Files
to send the selected or open item to a user outside of
Document Search Results lists can be exported as .csv files. OnBase.
CSV files can contain metadata pertinent to the documents Note: A functional, supported email client is required to send
included. Keywords, DocPop URLs, and Document Dates are OnBase items externally.
examples of information fields that can be included in your CSV
output. Selecting Send to | Mail Recipient (as Attachment) will attach
Note: CSV files cannot be generated from Full Text Search the document(s) to a new message dialog in your configured
result lists. external email client.
To generate a CSV file: Selecting Send to | Mail Recipient (as Link) opens a blank
1. Right-click within a Document Search Results list and email message containing a link to the item(s) or XML file
select Generate CSV File. The Generate CSV File window that references the content in OnBase, depending on your
is displayed. configuration.
2. Configure your file as desired.The document Range and
Document List Organization
resulting Columns within the CSV file can be adjusted
here. Document lists can be organized to better suit your needs. Lists
3. In the Save to File field, enter the name and location that can be organized through grouping, sorting, column reordering
will be used to save the CSV file. You can select Browse to and stacking, and filtering through operators and drop-down
navigate to the correct location. lists.
4. Click Launch Associated Application if you would like to Grouping
view the CSV file after you click Generate. The file will be Drag a column heading to the space above a data list to
opened by your default CSV application. group the list by that column.
5. Click Generate. The CSV file has been created at the
specified location.
Or click Cancel to cancel the process and return to the
search results list.

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Document List Organization (Continued) Document List Organization (Continued)
Sorting Filtering
Lists can be sorted by column values. Click on a column The Custom Queries, Document History, Document Retrieval,
heading to sort the list in descending order. Click the column Mailbox, and Users layouts support filtering. Operators, drop-
heading again to sort in ascending order. down lists, and custom filters are available methods of list
filtering.
Click the operator button in the desired column to view
available operators:

Reordering and Stacking Columns

Click and drag a column to the area between two columns to
move it to that location:

Click the drop-down list arrow to view available drop-down

list options:

Click and drag a column onto the header of a different

column to stack the columns:

Note: Operator and drop-down list options vary by column.

Select Custom from a drop-down list to open the Custom
Filter Selection dialog box. You can create your own data list
filter using conditions and operators.

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Keyboard Shortcuts Quick Reference Guide
Note: For each shortcut, press all keys at the same time. Import Layout
Global Ctrl + Delete Removes all pages.
Alt When on the Home tab, shows shortcut Ctrl + Left Rotates the page counter clockwise.
keys for the ribbon tabs and File menu. Ctrl + Right Rotates the page clockwise.
Note: The functionality of shortcuts using
Alt may vary depending upon the active Document Viewer
window, tab, or pane. Ctrl + H Opens the Document History dialog.
F1 Accesses the help files. Ctrl + P Opens the Print pane.
Alt + Space Opens the system menu for minimizing, Ctrl + K Opens the Add/Modify Keywords pane.
maximizing, and restoring the program.
Ctrl + W Opens the Cross-References pane.
Alt + F4 Closes the program.
Ctrl + U Toggles the thumbnail display.
Main Window Ctrl + O Toggles text overlay when working with
Ctrl + M Opens the Home layout. image documents.
Ctrl + Q Opens the Custom Queries layout. Ctrl + Mouse Zooms in on the document.
Wheel Up or Ctrl Note: Ctrl + is not usable when working
Ctrl + R Opens the Document Retrieval layout.
within a text document. Use the Ctrl Mouse
and +
Ctrl + E Opens the Forms layout. Wheel Up shortcut to zoom in on text
Ctrl + N Opens the current layout in a new documents.
window. Ctrl + Mouse Zooms out on the document.
F8 Opens the Import layout. Wheel Down or Note: Ctrl - is not usable when working
Ctrl and - within a text document. Use the Ctrl Mouse
Data Lists Wheel Down shortcut to zoom out on text
Ctrl Hold to select multiple items in a list. documents.
Ctrl + A Selects all items in a list. Ctrl + Page Up Displays the previous page in a multi-
Ctrl + Shift + End Selects all items below the selected item or F11 page document.
in a list, including the selected item. Ctrl + Page Displays the next page in a multi-page
Ctrl + Shift + Selects all items above the selected Down or F12 document.
Home item in a list, including the selected item. Ctrl + Home Displays the first page in a multi-page
document.
Keywords
Ctrl + End Displays the last page in a multi-page
F3 Changes the operator for the selected document.
Keyword Type.
Ctrl + Shift + Displays the previous document in the
F4 Changes the connector for the selected Page Up Document Search Results list.
Keyword Type.
Ctrl + Shift + Displays the next document in the
F5 Shows the drop-down select list for the Page Down Document Search Results list.
selected Keyword Type.
Ctrl + G Opens the Go to Page dialog box.
F6 Adds another value for a Keyword Type.
Ctrl + Right Rotates the currently selected pages 90
Ctrl + O Collapse or expand any Multi-Instance Arrow degrees clockwise.
Keyword Type Group.
Ctrl + Left Arrow Rotates the currently selected pages 90
Re-Indexing degrees counterclockwise.
Esc Closes the Re-Index pane. Crtl + Down Rotates the currently selected pages
Arrow 180 degrees.
Import Layout
Ctrl + O Opens the Browse dialog. Document Separation
Ctrl + S Uploads the document. Delete Deletes selected pages.
Esc Cancels the upload and clears the Import Esc Exits the Document Separation layout
pane. without saving changes.
Ctrl + Shift Up Moves the page open in the Import Ctrl + S Saves selected documents.
Preview pane up. Ctrl + H Flips selected pages horizontally.
Ctrl + Shift Moves the page open in the Import Ctrl + . Rotates selected pages right.
Down Preview pane down. Ctrl + , Rotates selected pages left.
Delete Removes the currently selected page in
the Import Preview pane.

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Document Separation
Ctrl + J Joins selected pages.
Note: This operation is only used in Page
Display Mode.
Alt and + Copies the selected document.
Ctrl and + Copies selected pages in new
document.
Ctrl and Shift Copies selected pages in place.
and +
Ctrl + C Copies individual pages to the clipboard.
Ctrl + X Cuts individual pages.
Ctrl + V Pastes individual pages.
Shift + Click Selects all pages between two selected
pages. Shift must be held while clicking.
Ctrl + Click Selects or deselects a page without
deselecting other pages or documents.
Ctrl + Drag Copies the page being dragged and
dropped instead of moving the page to
the new insertion point.
Note: This operation is only used in
Document Display Mode.
Ctrl + Shift Selects multiple page ranges in multiple
documents. These buttons must be held
while clicking.
Note: This operation is only used in
Document Display Mode.
Ctrl + Delete Enters Delete Mode.
Alt + Home Scrolls to the first selected page of a
document, if not already in view.
Up Arrow / Page Scrolls up in the Separation Workspace.
Up Note: This operation is only used in
Document Display Mode.
Down Arrow / Scrolls down in the Separation
Page Down Workspace.
Note: This operation is only used in
Document Display Mode.
Ctrl + Mouse Zooms in on the page open in Detailed
Wheel Up View.
Ctrl + Mouse Zooms out on the page open in Detailed
Wheel Down View.
Ctrl + Left Arrow Rotates the page open in Detailed View
90 degrees counterclockwise.
Ctrl + Right Rotates the page open in Detailed View
Arrow 90 degrees clockwise.

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