Document Tab - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Essential
Premier
Standard

The Document tab allows you to manage documents more efficiently.

If you have sufficient privileges, you may have access to any of the following ribbon groups and/or buttons:

Information

Description

Keywords displays the Add/Modify Keywords pane in the task pane.

See Access the Keyword Values of a Document for more information.

Tip:

When the Add/Modify Keywords pane is displayed, you can easily view the document's notes and cross-references by selecting the corresponding tab.

Cross-References displays the Cross-References pane in the task pane.

See Retrieving Cross-Referenced Documents for more information.

Tip:

When the Cross-References pane is displayed, you can easily view the document's keywords and notes by selecting the corresponding tab.

Revisions displays the Revisions and Renditions dialog box.

If a Document Type is configured to allow multiple renditions of a document and you have rights to view renditions, the Revisions and Renditions dialog box displays any renditions. A rendition is a copy of an original document that is saved in a different file format. An example of a rendition is a searchable text document created from an image document.

Double-click a rendition in the Revisions and Renditions dialog box to view it.

You can also open the Revisions and Renditions dialog box by right-clicking a document selected in a Document Search Results list or an open text or image document and selecting Revisions/Renditions.

Note:

If you are licensed for EDM Services, the Revisions and Renditions dialog box also includes information on revisions. For information on using revisions, see the EDM Services documentation.

History displays the Document History dialog box.

See Document History for more information.

Properties displays the Document Properties dialog box.

See Document Properties for more information.

Actions

Description

Send To displays the following options:

  • Mail Recipient (As Attachment) sends the document or a link to the document to a user via external mail.

    See Emailing Documents and Links to Documents for more information.

  • Internal User sends the document to a user via internal mail.

    See Send To | Internal User for more information.

  • Copy Hyperlink copies to the clipboard a hyperlink to the document.

  • My Personal Page sends the document to a tile on your Personal Page.

    See Personal Page for more information.

  • Tile Groups adds the document to the selected Tile Group.

  • Envelope displays the Envelope pane in the task pane.

    See Using Envelopes for more information.

  • Create New Document displays the Create New Document dialog box.

    See Creating a Document for more information.

  • File displays the File pane in the task pane.

    See Saving Documents to Files for more information.

  • Document Separation sends the document to the Document Separation workspace.

    Note:

    This option is not available during indexing.

    See Separating Image and PDF Documents for more information.

Print displays the Print dialog box.

See Printing Documents for more information.

Re-Index displays the Re-Index pane in the task pane.

See Re-Indexing Documents for more information.

Delete removes the document from OnBase.

See Deleting Documents for more information.

Search opens a text field that can be used to search for specific text within a document.