OnBase Foundation –

Unity Client
JOB AID

This guide will walk you through the basic

features and functionality of the Unity Client.
You can download and distribute to assist end
users in their every-day OnBase use.
TABLE OF CONTENTS
▪ Document Retrieval ▪ Separating and Combining Documents
▪ Cross-References ▪ Working with Image Documents
▪ Custom Queries ▪ Working with PDF and Office
▪ File Cabinets and Folders Documents
▪ Working with Text Documents
▪ Completing Forms
▪ Customizing Your Personal Page
▪ Notes, Highlights, and Annotations
▪ Customizing Your User Options
▪ Note Search
▪ Importing and Indexing Documents
▪ Indexing Batches of Documents
▪ Deleting and Re-Ordering Pages
DOCUMENT RETRIEVAL
Document Retrieval finds the documents that you
2
need based on the search criteria you enter.

1. Click on the ribbon. 3

2. Choose the Document Type Group.
3. Choose the Document Type. 4
4. Add keywords or search criteria.
5. Click
CROSS-REFERENCES
Cross-References allow you to quickly
navigate from one document to other related
documents.

1. From a results list, right-click and choose Cross-

References.
2. With a document open on the screen, click
on the ribbon.
3. On an Image Document, double click the
1
document itself.
CUSTOM QUERIES
Custom Queries use predefined search criteria
to allow you to quickly access frequently
retrieved documents.

1. Click on the ribbon.

2. Choose the Query. 3
3. Add keywords or search criteria.
4. Click

2
FILE CABINETS AND FOLDERS
OnBase File Cabinets and Folders organize content in a familiar tree structure.

1. Click on the ribbon.

2. Select a File Cabinet. 4
3. Select a Folder.
2
4. View sub-folders.
5. View a list of documents 3 5
in the folder.
6. Missing documents are
highlighted in red. 6
COMPLETING FORMS
Select and complete electronic forms.

1. Click on the Home tab.

2. Choose the form to complete by clicking on it.
3. Fill out the Form and Save/Submit.
NOTES, HIGHLIGHTS, AND ANNOTATIONS
Call out important information on documents View or delete current notes.
Add: View:
1. Select the Document Tab. 1. To view all notes and annotations on a document
click from the ribbon.
2. Click on the note, highlight, or annotation
you want to add from the drop-down list 2. Click on the ribbon to specify Privacy Options for
from the ribbon. the note.
Delete:
1. Right-click on the note/annotation from the document and
choose Delete Note.
2. Or, right-click on the note from the Notes List Panel and
choose Delete Note.
NOTE SEARCH
Note Search finds text entered on notes in
OnBase, and returns all the documents that
contain the search term.

1. Click on the ribbon.

2. Click on Note Search.
3. Type note text you want to search.
4. Click

3
2
IMPORTING AND INDEXING DOCUMENTS
Upload and index documents into OnBase.
3

1. Click on the ribbon. 4

2. Click to browse out to the document you 5

want to upload.
3. Choose the Document Type Group.
4. Choose the Document Type.
5. Add any keywords or search criteria.
6. Click
6
INDEXING BATCHES OF DOCUMENTS
Indexing batches is how you add keyword data to
documents that have been imported into the system.
1. Click on the ribbon.
2. Choose Batch in Index Queue. 5
3. Click on the queue.
4. Click Start Processing.
5. Index each document from the list by adding keywords.
6. When finished, click Index.
7. To attach a page to the previous document, click Append. 6 7
8. Save and Transition to send batch along in the process when
complete. 4
2

3
DELETING AND REORDERING PAGES
Rearrange pages in an image document. Delete unnecessary pages.
1. From the Images tab, click the button. 1. From the Images tab, click the button.

2. Select a page, left-click and drag the page where you 2. Click on a page to select it. Hold down the Ctrl key while
want it. clicking to select more than one page. Then click Delete
3. Flip or rotate a page using options in the Modify Selected on the ribbon.
ribbon group.

3. Or, click Delete Mode on the ribbon, and select the pages
to delete by clicking on them.

4. Click Save and Close when finished.

4. Click Save and Close All when finished.

SEPARATING AND COMBINING DOCUMENTS
Separate documents that do not belong together. Combine individual documents.
1. With an image document open, choose 1. With an image document open, choose
in the ribbon and click Document Separation. in the ribbon and click Document Separation.
Or, right-click on the document and choose Send Or, right-click on the document and choose
To, Document Separation. Send To, Document Separation.
2. Hover in between the pages until scissors 2. Open the document whose indexing (keywords)
appear, then click the scissors and the document you want to keep. Click Send To, Document
will split. Separation.
3. Click
4. Browse out to the document you want to
combine to the open document. Select it, and
click Open.
5. Be sure to save with the small disc icon, or
3. You must re-index the new document by clicking choose Re-Ordering Pages
on the small key icon and updating the new
Document Type and keywords. Click Save and
Remove.
WORKING WITH IMAGE DOCUMENTS
View and navigate image documents in OnBase.
1. Select or Open an Image Document. Click on the Image tab.
2. Navigate through the document using:

3. Rotate or flip the document using:

4. Zoom in & out using:

5. If you make changes, be sure to Save before closing out.

WORKING WITH TEXT DOCUMENTS
View and navigate text documents in OnBase.

1. Select or open a Text Document. Click on the Text tab.

2. Navigate through the document using:
4

3. Zoom in/out using:

4. Use the Search feature to search for specific text in the document.
CUSTOMIZING YOUR PERSONAL PAGE
Add items to your Personal Page Make your Personal Page your
1. First, go to the item that you frequently Home Page
access (document, Folder, layout etc.) 1. On the Home tab, click Personal
2. Right-click on it, and select Add to Page.
Personal Page 2. Click the down arrow under Home,
3. Or, select Send To | Personal Page and select Make this layout my Home
from a right-click menu, or from the Page.
ribbon
4. Or, click the Home tab, click the down
arrow by Personal Page, select Add
this layout to my Personal Page
CHANGING YOUR ONBASE PASSWORD
Change your OnBase password as directed or needed.
1

1. Click File on the ribbon.

2. Choose Change Password.
3. Enter your old password, enter a new password,
and verify your new password.
2
4. Click

4
CUSTOMIZING YOUR USER OPTIONS
Select the User Options that make the Unity Client fit you.

1. Click File.

2. Choose User Options.

3. Click through the tabs and

select or deselect options

according to your preference