The settings under Client Features detail what client features a user assigned to the selected User Group is able to access.
The following settings are available under Client Features:
Changes to the User Group's page are not saved until you click Save.
| Client Feature | Description |
|---|---|
| Document Retrieval |
Allows access to the Document Retrieval dialog box, which is used to search for documents in OnBase. |
| Text Search |
Enables the Text Search button on the Document Retrieval dialog box and Custom Queries which are configured to have the button. This privilege is selected by default for each User Group. Note:
This privilege does not affect Internal Text Search. |
| Search Result Thumbnails |
Enables the Thumbnail Viewer feature in the OnBase Client and Web Client. This option allows a user to preview thumbnail-sized images of Image documents from a Document Search Results list. The Thumbnail Viewer is only applicable for image documents. |
| User Defined Custom Queries |
Allows users to create or use personal queries when View Keywords is also selected. For more information, see the Combined Viewer documentation. |
| Client Feature | Description |
|---|---|
| Import Documents |
Enables the user to import documents using the import/upload interfaces in the clients. Users must have either the Create Documents User Group privilege or Create override privileges for at least one Document Type to access the import/upload interfaces. |
| Markup Toolbar |
Enables the Markup Toolbar option in the OnBase desktop. You must be licensed for the EDM Services module in order to use the Markup Toolbar. |
| Generate Document Packets |
Allows users to generate Document Packets in the Unity Client. For licensing and usage information, see the Document Packaging documentation. |
| Envelope Rights |
Controls the ability for users to create and share envelopes. The options in the Envelope Rights drop-down menu include:
|
| Client Feature | Description |
|---|---|
| Access Security Masked Keywords |
Allows users to configure Keyword Type encryption and view encrypted Keyword Values without the security mask, if a security mask is configured. For licensing and usage information, see the Encrypted Alpha Keywords documentation. |
| Client Feature | Description |
|---|---|
| User/Workstation Options |
Allows access to the User Options dialog box and the Workstation Options dialog box. |
| Customize Toolbar |
Determines whether a user can customize the OnBase Toolbar Buttons in their system menu. (User | Toolbars | Customize Toolbar). |
| Customize Personal Page |
Allows users to configure their own Personal Pages in the Unity Client. This privilege is selected by default for each User Group. |
| Client Feature | Description |
|---|---|
| Document Retention Properties |
Enables the Document Retention tab on the Document Properties dialog box. For licensing and usage information, see the Document Retention documentation. |
| Exclude from Document Retention |
Enables the Exclude from Document Retention function on the right-click menu of the document search results list. For licensing and usage information, see the Document Retention documentation. |
| Remove Document Retention Exclusion |
Enables the Remove Exclusion from Document Retention function on the right-click menu of the document search results list. For licensing and usage information, see the Document Retention documentation. |
| Client Feature | Description |
|---|---|
| Personal Page Templates |
Allows users to create and configure templates for Personal Pages and share them with other User Groups. Note:
The Usergroup Security Configuration right must also be configured for the User Group so that users can access the appropriate layout. |
| On Demand Diagnostics |
Allows users to access the On Demand Diagnostics console. For licensing and usage information, see the Workflow or WorkView documentation. |
| Media Streaming |
Allows media method access. |