General - 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

General options control OnBase display features and general behavior. The following options are configured on the General tab:

General Option

Description

Confirm Exit/Logoff

You are prompted for confirmation upon exit.

Enable Animations

Animations are enabled during your current Unity Client session. Animations are most noticeable when viewing Keywords, Notes, and Cross- References in the task pane, or when rotating a document.

Tip:

If you are experiencing poor performance or lag on pages with animations, disabling animations may allow for a smoother visual experience.

Note:

When this option is disabled, the RSS Ticker does not automatically advance to the next feed item, regardless of update frequency configuration.

Note:

In a Remote Desktop environment, this option is disabled and cannot be enabled.

Enable Pop-up Notifications

Enables the display of pop-up status notifications. The pop-up notficiations enabled by this setting appear near the system tray and include messages such as "Note successfully updated" and "Your file was imported successfully".

Refresh Internal Mail

The Internal Mail Mailbox is refreshed at the rate specified in the Internal Mail Refresh Rate field.

Note:

After selecting Refresh Internal Mail, you must log out of OnBase and log back in for the change to take effect.

Internal Mail Refresh Rate

Enter the rate in seconds at which to check for unread and new mail messages and automatically refresh the Internal Mail Mailbox.

This field is only available when Refresh Internal Mail is selected.

The Internal Mail Refresh Rate field can be set to 0, or any number greater than or equal to 60.

Note:

When the Internal Mail Refresh Rate is set to 0, the Unity Client will only check for unread internal mail messages immediately after logging in.

Note:

After changing the refresh rate, you must log out of OnBase and log back in for the change to take effect.

Enable default directory for Send To File operations

Enable the selection of a default directory in which to save documents when using Send To > File. The default directory is specified in the Directory field.

Directory

Enter a directory or select a directory by clicking Browse to specify a default directory in which to save documents when using Send To > File.

This field is only available when Enable default directory for Send To File operations is selected.

Prompt to close open Custom Query tabs

Prompts the user to close any open Custom Query search results tabs when navigating to a different layout in the Unity Client. For example, when navigating to the Document Retrieval layout from the Custom Query layout.

Closing all open Custom Query search results tabs may improve performance.

When selected, the Custom Query tab threshold option is enabled and 1 is entered by default.

Custom Query tab threshold

Enabled when the Prompt to close open Custom Query tabs option is selected.

Enter the maximum number of Custom Query search results tabs to have open before being prompted to close all tabs. The range of numbers you can enter is between 1 and 99.

Search Option

Description

Automatically display document viewer with search results

The Document Viewer pane in the Document Search Results list is automatically displayed.

Allow case-sensitive sorting and grouping of search results

Enabling this option allows items in the Document Search Results list to be sorted according to alphanumeric case. By default, case is ignored.