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

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

Unity Briefcase users can create new forms (E-Forms and/or Unity Forms), capture images from a scanner, camera, or external device, and use OnBase functionality like notes and annotations to modify documents; all while working offline. The next time the user connects to the OnBase database, the Unity Briefcase uploads the data from their workstation to OnBase.

The Unity Briefcase synchronizes documents with OnBase, instead of providing the check in and check out functionality that exists in the EDM Briefcase. This accounts for situations where multiple people need immediate read and write access to the same documents. For example, a nurse synchronizes documents for her patient, John Doe, and makes some modifications to these documents via the Unity Briefcase. Before she can synchronize these documents with OnBase, John Doe is rushed to the hospital. The hospital staff needs to be able to update John Doe's documents there, as well. Scenarios like these are the primary drivers for synchronization over the locking functionality provided by check in and check out functionality. Another primary use case for synchronization over locking is business situations where people are disconnected for long periods of time. Synchronization instead of locking allows the business process to continue without disruption.

The Unity Briefcase is optimized for transferring data over high latency, low bandwidth connections. Synchronized data, stored locally, is encrypted while at rest. It is strongly recommended that laptops or other mobile devices used in the field leverage drive-level encryption. Encryption provided in Unity Briefcase, along with drive-level encryption, reduces risk of sensitive data exposure. For more information on security best practices, see the Security Best Practices module reference guide.