The Unity Client Window - 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 OnBase Unity Client window has the following primary regions: Tabs, Layout, Ribbon, and Task Pane.

The letters displayed in the screenshot above correspond to the letters in the following table, where each region of the screen is explained in detail:

Region

Description

A | Tabs

You can use tabs to navigate between different layouts in the Unity Client. Tabs are displayed at the top of the Unity Client window.

B | Ribbon

The contextual ribbon displays available user actions based on the currently displayed layout. A ribbon is displayed by clicking the corresponding tab. Each ribbon is divided into ribbon groups.

In the above screen shot, the Home tab is displayed. This tab is available after logging on. The Home tab is divided into ribbon groups. Ribbon groups are categories of user actions.

Note:

You can minimize the ribbon by right-clicking the ribbon and selecting Minimize the Ribbon. After minimizing the ribbon, you can maximize it by right-clicking and selecting this same option. Your selection is persisted across OnBase sessions.

Note:

Some items on the ribbon may display a notification icon. This is to indicate that there are attachments or new items associated with the action on which it is displayed.

C | Layout

Each screen in the OnBase Unity Client is a layout. Default layouts are included with the OnBase Unity Client.

D | Task Pane

The task pane is displayed dynamically, based on a user action. For example, clicking the Keywords button displays the Add/Modify Keywords pane. Typically, the task pane is used to display some information that can be referenced briefly and then closed. It is also used for tasks such as adding documents to an envelope, displaying a document's keywords, notes, and cross-references, or managing Favorites and query history.

Windows within the Unity Client can be resized and repositioned as needed. Your adjustments are persisted across OnBase sessions.

In the Unity Client window title bar, the date and time of your last login are displayed.