Appending Pages to an Existing Document - 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

Depending on your configuration, during the import process, you can append a file to an existing document in the same Document Type with the same File Type and Keyword Values. The target Document Type must be configured to allow appending pages on import.

For Document Types with a default file format of Image File Format, when you import a document that has the same indexing information as another document already residing in OnBase, the append pages dialog box is displayed. From this dialog box, you can either append the document to an existing document, or you can save the document as a new document in OnBase.

Note:

Depending on your configuration, the append pages dialog box may also be displayed when you attempt to import a document with the same indexing information as another document and that Document Type is configured to be revisable. Additional options may be available on the append pages dialog box for revisable documents. For more information, see the section on importing a revision in the EDM Services documentation.

To append an imported document to an existing document:

  1. Import a document with the same indexing information as an existing document already residing in OnBase. Upon clicking Import, the append pages dialog box is displayed.
  2. Select the target document from the list of existing documents. The selected document is displayed.
  3. The existing document's Keyword Values are displayed in the Keywords pane.
  4. Click one of the following buttons:

    Button

    Description

    Append Page(s)

    Appends the imported document to the existing document in OnBase.

    Save as New Document

    Saves the imported document as a new document in OnBase, separate from the existing document.

    Note:

    Selecting this option creates two documents in OnBase with the same indexing information (the imported document and the existing document).

    Cancel

    Cancels the import process. No new pages or documents are added.