Creating New Documents in Folios - Unity Briefcase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

You can import images, forms, and OLE documents and add them to existing Unity Briefcase folios in the Unity Client or Unity Briefcase. If you are in the Unity Client, select the Briefcase tab. If you are in the Unity Briefcase, select the Home tab.

  1. Click My Briefcase:
  2. The Folios layout is displayed.
  3. Right-click the name of the folio and select Import to Folio.
  4. The Available Import Types screen is displayed:
  5. Select one of the following:

    Available Import Types

    Description

    (All)

    Select to display all available Document Types.

    Imaging

    Select to only display image Document Types.

    Note:

    Ensure that the scanner, digital camera, or storage device is attached to your workstation before selecting an image Document Type.

    Note:

    When using a device with a camera, still images and videos can be taken while connected to Unity Briefcase.

    Note:

    Close and reopen the Import layout to refresh the list of available devices.

    Forms

    Select to only display form Document Types.

    Other

    Select to only display OLE Document Types.

  6. Click Import.
  7. If you selected an image or OLE Document Type, continue to Images and OLE Documents.
    If you selected a form Document Type, continue to Forms.
  8. After you have imported the document, the document in the selected folio are displayed in the Documents pane