Importing Documents by Browsing - 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

Browse imports the document from a drive accessible from your workstation.

To import documents by browsing for them:

  1. In the Create ribbon group on the Home tab, click Import:
  2. The Import layout is opened. In the Import ribbon group, click Browse:
  3. The standard Windows Open File dialog box is displayed.
  4. Locate the document to import.
  5. Select the desired document.
  6. Click Open.
  7. To preview, edit, and index the new imported document, see Completing the Import Process.