Synchronizing - Unity Briefcase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Unity Briefcase

Platform
OnBase
Product
Unity Briefcase
Release
Foundation 24.1
License

When you synchronize folios or field applications, the Unity Briefcase connects to OnBase and:

  1. Checks for changes to configuration. If updated Unity Briefcase configuration information is available, this information is downloaded.
  2. Downloads any selected documents from OnBase to your workstation's database.
  3. Uploads any newly created documents or items, such as notes, from your workstation's database to OnBase. See Updating New Items for more information.
    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.

  4. Identifies any conflicts between documents or items, such as notes, on your workstation's database and documents stored in OnBase. See Conflict Resolution for more information.

After synchronizing, you can:

Note:

If you have access to multiple Field Applications, you must synchronize each Field Application separately.