File Menu - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Click to open the OnBase Community website.

Click to open the Agenda Administration screen. This screen allows you to define configuration options for Agenda Items, the Meeting Body, Document Templates, Packet Configuration, Meeting Types, Types and Public Access.

Click to access the Unity Forms Designer application. See Accessing the Designer Accessing the Designer for more information.

Click to select from the following:

• Troubleshooting- Click to show troubleshooting information. The Troubleshooting Messages pane displays the Timestamp, Type, and Message for each message.

  You can export the contents of the Troubleshooting Messages pane by clicking Save to File, or clear the contents of the pane by clicking Clear Log.

  Note:

  The Troubleshooting Messages log is limited to 20 MB.

  To create a bug report from this layout, right-click and select Create Bug Report. In the Create Bug Report dialog box, specify your name, email address, select whether or not you wish to include a screenshot, and provide a detailed description of the issue you encountered. Click Save To Desktop, and send the corresponding file (Hyland_BugReport.zip) to your OnBase system administrator.

• Request Log- Click to show the request log. A request is a web service call to the OnBase Application Server. The Request Log dialog box displays the Log Time, Request Path, and Message for each request.

  You can export the contents of the Request Log dialog box to a CSV file by clicking Save To File, or clear the contents of the dialog box by clicking Clear Log.

Click to configure user options in the User Options dialog box.

This menu displays rights-based, permissions-based, and license-based administration and configuration modules.

• User Administration- Click to perform user administration from the User Administration layout.

  Note:

  See the User Administration topic in the Unity Client help files for more information.

• Manage Locks- Click to manage document, Disk Group, or process locks using the Manage Locks dialog box.

Click to change your OnBase password.

Select one of your recent activities from the list to return to that layout.

Click to select from the following:

• Help- Click to open the Unity Client help files.

• About OnBase- Click to open the About screen. Here you can find the version of OnBase you are running and the associated Copyright information.

  From this screen, you can also view Connection Information such as FriendlyName, Data Source, and the App Server URL.

Click to log off and log back in as a different user.

If you stored your log on credentials using the Remember me on this computer check box, clicking this button clears these stored credentials. You will be required to enter your OnBase user name and password the next time you log on.

Click Exit Agenda to log off and exit the Agenda application.