Overview - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Essential
Standard
Premier

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.

User Options dialog box with the list of General Options shown.

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

Option Group Description
General Defines Unity Client display features and general behavior
Document Defines document display options
Document Import Defines document upload options
Local Data Defines how local data is managed
Printing Defines printing options for documents
Retrieval Date Options Defines the default date for retrieving documents
Service Mode Defines Service Mode options
Note: This tab is only displayed when the Unity Client is configured to run in Service Mode.
Note:

Some User Options may be enforced by an Administrator with a User Option Policy. Options that cannot 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.

Note:

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, such as check boxes and text fields in which you can enter a date range. After you have selected the appropriate options, click Save to save your changes and to close the User Options dialog box. See the following sections for information about each User Option.