CAUTION:
Care should be taken using Unity Briefcase when EDM Services is also installed. Documents that are persistently checked out via EDM Services should not be sent to the Unity Briefcase. Additionally, documents in the Unity Briefcase should not be persistently checked out. Discrepancies between revisions of documents may occur due to locks not being respected, resulting in unintended changes or data integrity issues. It is considered a best practice to not use both solutions together in this manner.
Depending on your configuration, you may have access to folios and/or Field Applications in the Unity Briefcase.