Adding Items to Your 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

The following can be added to your Personal Page:

  • OnBase Layouts

  • Documents

  • Folders

  • Custom Queries

  • Custom Query Results

  • Document Knowledge Transfer Reading Groups

  • Document Tracking folders and folder lists

  • E-Forms/Unity Forms

  • Full Text Search

  • Workflow queues (including load balanced queues)

  • Workflow Combined Inboxes

  • Internal Mailbox (with a list of unread messages)

  • Individual Document Templates

  • WorkView Applications, Filters, and Objects

  • Import Tiles with specified Document Types

  • Dashboards and Dashboard items

Generally, individual items and folders can be added to the Personal Page by right-clicking the item you wish to add and selecting the Add To Personal Page option.

See the following sections for information on adding different types of items to your Personal Page.

Note:

Non-document Workflow queues cannot be added to your Personal Page.

Note:

Document Knowledge Transfer Reading Group tiles will only show up to 50 documents. Tiles may show fewer than 50 documents depending on filter settings. To view all documents, click the Document Knowledge Transfer Reading Group tile header.

Note:

Administrative layouts, which are available from the File menu, are not supported for addition to your Personal Page.

Note:

Items that have been deleted are not automatically removed from your Personal Page. To manually remove Personal Page tiles, see Removing Personal Page Tiles.