To add existing OnBase documents to a folio: While configuring the Integration for Netsmart Homecare, on the Configuration tab, click Retrieval. Or In the Unity Client, click Retrieval. The Document Retrieval layout is displayed. Retrieve a document. For more information on retrieving documents, see the Unity Client help files. From an open document or a Document Search Results list, right-click and select Send To | Briefcase or click Send To | Briefcase on the Document tab. You are prompted to select a folio: Select the folio that the document should be added to. Click Add. The document is added to the folio.