Adding Import Tiles with Specified Document Types to Your Personal Page - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

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

To add an Import layout tile with a specified Document Type to your Personal Page:

  1. In the Create ribbon group, click the Import button.
  2. The Import layout is displayed. Select a Document Type in the Import pane.
  3. After a Document Type has been selected, navigate to the Home tab.
  4. From the Favorite ribbon group, click the bottom portion of the Personal Page button.
  5. Select Add this layout to my Personal Page.
  6. The tile is added to your Personal Page. The name of the tile reflects the Document Type specified.
    Note:

    To add an Import tile without a specified Document Type, add the layout to your Personal Page before selecting a Document Type.