Importing Documents from Google Drive - 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

Documents created and stored in Google Drive, if a download or export link is available, may be imported into OnBase.

Note:

Your workstation must be configured to use Google Services. Contact your system administrator for additional information.

Note:

Google Forms cannot be viewed within OnBase.

Some documents created in Google Drive cannot be imported into OnBase in their native file formats. The files are converted into their Microsoft file equivalents before import. The table below outlines the file conversion for each Google document type:

Google Application File

Converted File Format

Document

.docx

Spreadsheet

.xlsx

Presentation

.pptx

Drawing

.png

CAUTION:

Due to the file conversion process, formatting differences may occur. Similar formatting differences can be seen when you download Google documents to your desktop.

To upload documents from Google Drive:

  1. In the Create ribbon group on the Home tab, click Import:
  2. The Import layout is opened. In the Import ribbon group, click Drive:
  3. The Select File dialog is opened. If you have not already logged into your Google account, you will be prompted to do so. Click Log in to Google:
    Note:

    If a Google account is already logged in and you would like to switch users, you can click the profile icon and select Log out from Google to log the Google account out of OnBase. You will also need to log out of Google from your web browser to log out fully.

  4. If you clicked Log in to Google, a Google login page is opened. Enter the Email and Password associated with your Google account, then click Sign in.
  5. If it is your first time accessing Google Drive through OnBase, you may be asked to confirm that the application has permission to view and manage your Google account information. Click Accept.
    Note:

    If Cancel is clicked, permission to the application will be denied. You must close and re-open the Google Drive upload dialog to accept the permissions.

  6. After you have signed in to your Google account and accepted the checkout permissions, the Select File dialog is populated with a list of documents contained within your Google Drive:
  7. Select a document for import by left-clicking the document name:
  8. Click OK. The document is featured in the Import layout.
  9. Continue to the steps outlined in the Completing the Import Process section to preview, edit, and index the newly imported document(s).