Working with 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 work with documents in a Unity Briefcase folio 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. If you want to narrow the list of Folios displayed for selection, in the Find field, enter text that is contained in the name of the Folio you want to find.
  4. Select a folio from the list of folios.

    System folios are indicated by the following icon:

    Workflow folios are indicated by the following icon:

  5. The documents in the selected folio are displayed in the Documents pane:
    Note:

    Folios and Field Items may be filtered within hit lists. For more information on filtering hit lists, see the Unity Client Module Reference Guide.

  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.

    Note:

    The State column is only displayed in the Unity Briefcase.

  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.

    The following right-click options are also available:

    Option

    Description

    Keywords

    Select to display the Add/Modify Keywords pane in the Document Information panel.

    Note:

    For more information, see the Unity Client documentation.

    Notes

    Select to display the Notes pane in the Document Information panel.

    Note:

    For more information, see the Unity Client documentation.

    Remove from Folio

    Select to remove the document from the folio.

    Note:

    You cannot remove new documents from a folio unless they have been synced.

    Note:

    You cannot remove documents added to a system folio by an administrator.

    Note:

    Additional right-click options are available in the Unity Client. For information on these options, see the Unity Client documentation.