OnBase Configuration - Unity Briefcase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

Before configuring the Unity Briefcase, ensure that you have completely configured:

  • Keyword Types

    Note:

    It is considered a best practice to only use internal Keyword Data Sets with the Unity Briefcase. While External Keyword Data Sets function with the Unity Briefcase, using them can severely impact synchronization performance.

  • Document Types

    Note:

    Users must have Create rights in order to create documents in the Unity Briefcase and upload them to OnBase during synchronization.

  • AutoFill Keyword Sets

    Note:

    AutoFill Keyword Sets is the primary OnBase functionality that the Unity Briefcase uses to synchronize documents for Field Applications.

    Note:

    Chart-based AutoFill Keyword Sets are not supported. If they are used, the Unity Briefcase will not synchronize.

  • E-Forms and/or Unity Forms

CAUTION:

Disassociation of configuration items is not propagated to offline databases. Before disassociating configuration items, sync all offline users and back up the database. Once configuration changes have been made, offline databases must be deleted and reinstalled. For more information, see Disassociation of Configuration Items.