Importing Documents by Browsing - Unity Briefcase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

Browse imports the document from a drive accessible from your workstation.

Note:

Unity Briefcase does not support required Keywords. If a Document Type is configured with required Keywords, Unity Briefcase will successfully import those documents without the required Keywords.

To import documents by browsing for them:

  1. In the Create ribbon group on the Home tab, click Import:
  2. The Import layout is opened. In the Import ribbon group, click Browse:
  3. The standard Windows Open File dialog box is displayed.
  4. Locate the document to import.
  5. Select the desired document.
  6. Click Open.
  7. To preview, edit, and index the new imported document(s), see Completing the Import Process.