Specific information can be downloaded from OnBase to the Unity Briefcase.
To select specific information to download:
- In Unity Briefcase, click the Home tab.
- Click Choose Items to Synchronize. The Application Server is initialized and Unity Briefcase is connected to the online environment.
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The Field Item Download layout is displayed:
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Select the Field Application from the Field Application pane. Items currently available offline are displayed in the Current Field Items pane.
To clear your list of items currently available offline:
- Click Clear, then Synchronize.
- To add additional field items, type one or multiple search criteria in the Field Item Search pane.
- Click Search or press the Enter key.
- Search results are displayed in the Field Item Search Results pane.
- Select one or more results and click Add.
- Selected results are displayed in the Current Field Items pane.
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Repeat the above steps until all items have been added to the Current Field Items pane.
To remove items from the Current Field Items pane:
- Select the item and click Remove.
- Click Synchronize when you are ready to download items, or click Clear to clear the list of items in the Current Field Items pane.
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When the download is complete, documents that you downloaded are added to your workstation's database and are accessible from the Unity Briefcase.
Note:
If connection to the Application Server is lost, an error message is displayed. Click OK to dismiss the error message and enable Connect on the Home tab. After resolving the connection issue, click Connect to reestablish connection to the Application Server.