Use the Personal Page - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Essential
Premier

Many OnBase items and layouts can be added to your Personal Page as tiles. Tiles serve as easy access points to the files, items, and interfaces of your choice.

The Personal Page can be opened by clicking the Personal Page ribbon button:

To add an item or layout to the Personal Page, right-click the object and select Add To Personal Page. If the right-click option is unavailable, the Personal Page option may be included under the Send To functions or, as is the case with Custom Query results, as a special menu option to Add to Personal Page.

When adding an entire layout to your Personal Page, select Personal Page > Add this layout to my Personal Page from the ribbon menu.