User Options - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

System functionality and appearance can be customized in the User Options. The User Options dialog box is accessed through the User Options button in the File menu.

The following groups of settings are configurable in the User Options dialog box:

Option Group Description
General Defines Unity Client display features and general behavior
Document Defines document display options
Document Import Defines document upload options
Local Data Defines how local data is managed
Printing Defines printing options for documents
Retrieval Date Options Defines the default date for retrieving documents
Service Mode Defines Service Mode options
Note: This tab is only displayed when the Unity Client is configured to run in Service Mode.

When using the User Options dialog box, note the following:

  • Selection controls for options vary, such as check boxes and text fields in which you can enter a date range.
  • Additional tabs may be available if you are licensed for additional functionalities that use the User Options interface. Information on these User Options is contained in the respective module documentation.
  • Some options may be enforced by an administrator-designated User Option Policy.

After configuring your settings, click Save to save your changes and close the User Options dialog box.