Importing Documents by Dragging and Dropping - 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

You can import a document, including Microsoft Outlook emails or email attachments, by dragging and dropping it onto the Import or Preview panes:

When you drag and drop documents, you can only queue one document for import at a time, unless you are licensed for EDM Services.

Note:

Files dragged and dropped in this manner will be brought into the Import dialog in the order in which they were selected in Windows Explorer. This order is influenced by which file you click and hold to drag the group of files. For example, if files 1, 2, 3, 4, and 5 were selected in Windows Explorer and you clicked on file 3 to drag them into the Import dialog, the files would be organized in the Import dialog as follows: 3, 4, 5, 1, 2.

Note:

If you are in the process of importing a document and attempt to drag-and-drop import a document with a different file extension, you are prompted that you have not imported your original document. Click Yes to remove the original document and import the new document. Click No to retain the original document and continue importing it.

Note:

When you drag and drop documents, the source program must be the same account type as the Unity Client. For example, if the Unity Client is running in administrator mode (accessed by right-clicking the executable file and selecting Run as administrator), Microsoft Outlook must be running in administrator mode to drag and drop emails or email attachments.

To preview, edit, and index the new imported document(s), see Completing the Import Process.