Clicking and Dragging Pages in Document Display Mode - 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

Documents can be created and edited by clicking and dragging in Document Display Mode.

To create a new document, click and drag the page(s) from the original document(s) to an empty space in the Separation Workspace. The possible new insertion point is represented by a red line in the Separation Workspace:

The new document must be indexed after you have finished making changes.

Click and drag the pages, then hold Ctrl to copy the pages to the new location instead of dragging the pages away from the existing documents.

Note:

A document that is created by clicking and dragging will inherit the indexing information from the source document that it was taken from. If the document is created using pages from multiple documents, no indexing information will be inherited.

To edit an existing document, click and drag the page(s) from one document to another. A red line will appear at the point of insertion:

Edited source documents must be saved by clicking Save and Close All.