Unity Client vs. 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

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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

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Virtual Printer

• Able to use the Virtual Printer

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Workflow Queue Administrator

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

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Exclusive Features

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

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• 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

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Reporting Dashboard

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

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• Import Documents to Onbase.

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

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Upgrade

• Mid-year Upgrades needed

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