Overview - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

In the User Options dialog box, you can customize the appearance and system functionality for each user. Since settings are assigned per user, they remain in effect at any workstation.

To access the User Options dialog box, click the File menu and select User Options.

The User Options dialog box displays with the General tab selected by default.

You can save user-specific settings on each of the following tabs:

  • General: defines Unity Client display features and general behavior.

  • Document: defines document display options.

  • Document Import: defines document upload options.

  • Local Data: allows you to manage local data options.

  • Printing: defines printing options.

  • Retrieval Date Options: sets the default date for retrieving documents.

  • Service Mode: defines Service Mode options. This tab is only displayed when the Unity Client is configured to run in Service Mode.


Some User Options may be enforced by an Administrator with a User Option Policy. Options that can not be changed will display the following message when hovered over: Disabled by Group Policy - This option has been disabled by your system administrator. Contact your system administrator if you have any questions or concerns regarding the enforced User Option.


Additional tabs may be available if you are licensed for additional functionalities that use the User Options interface. Information on these User Options is contained in the respective module documentation.

To apply User Options, select the desired options in each tab. Selection controls for options vary (check boxes, text fields in which you can insert a number or date range, etc.). After you have selected the appropriate options, click Save to save your changes and to close the User Options dialog box. See the sections below for information about each User Option.