Working with Field Application Documents - Unity Briefcase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

The Unity Briefcase allows you to work with documents that you synchronized to your workstation's database when you synchronized Field Applications.

  1. Click Field Items:
  2. The Field Items layout is displayed.
  3. In the Field Applications pane, select a Field Application.
    If you want to narrow the list of Field Applications displayed for selection, in the Find field, enter text that is contained in the name of the Field Application you want to find.
  4. In the Field Item pane, select a field item.
    If you want to narrow the list of Field Items displayed for selection, in the Find field, enter text that is contained in the name of the Field Application you want to find.
  5. The documents in the selected field item are displayed in the Documents pane.
  6. The following information is displayed for each document in the Documents pane:

    Column

    Description

    State

    Displays the document's synchronization status:

    • The following icon indicates that the document has workstation changes that need to be uploaded to OnBase:

      These changes will be uploaded to OnBase during the next synchronization.

    • The following icon indicates that the document has no workstation changes that need to be uploaded to OnBase:

    Icon

    Displays the icon associated with the Document Type.

    Name

    Displays the document's name.

    Type

    Displays the document's Document Type.

    Date

    Displays the document's Document Date.

  7. To open an existing document, double-click the name of the document. For more information about to working with documents, see Working with Documents in the Unity Briefcase.