Unity ClientVersion 18

CopyrightInformation in this document is subject to change without notice. The OnBase software (the "Software")described in this document is furnished only under a separate license agreement and may be used or copiedonly according to the terms of such agreement. It is against the law to copy the Software except asspecifically allowed in the license agreement. This document or accompanying materials contains certaininformation which is confidential information of Hyland Software, Inc. and which is subject to theconfidentiality provisions agreed to by you.All data, names, and formats used in this document’s examples are fictitious unless noted otherwise.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights undercopyright law, no part of this document may be reproduced, stored in or introduced into a retrieval system, ortransmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), orfor any purpose, without the express written permission of Hyland Software, Inc. 2018 Hyland Software, Inc. All rights reserved.Depending on the modules licensed, the OnBase software may include software developed and copyrightedby third parties, including but not limited to the following:A2iA CheckReader by A2iA Corp;Adobe PDF Library by Adobe Systems Incorporated;dtSearch Text Retrieval Engine by dtSearch Corp.;software or other content adapted from Smart Client – Composite UI Application Block by MicrosoftCorporation 2005 Microsoft Corporation;software or other content adapted from Microsoft patterns & practices ObjectBuilder 2006 MicrosoftCorporation;Nuance OCR 1994-2012 Nuance Communications;portions of imaging code owned and copyrighted by Pegasus Imaging Corporation, Tampa, FL;Imaging Technology copyrighted by Snowbound Software Corporation,;CD-R technology by Sonic Solutions, Inc.;full-text indexing technology by Autonomy;IDSMail 2005 by Intuitive Data Solutions;jLex Copyright 1996-2003 by Elliot Joel Berk and C. Scott Ananian;Rumba by NetManage;AutoVue by Oracle America, Inc.Streaming Powered by Wowza Streaming softwareAll rights reserved.Further information regarding third-party software included in OnBase can be found in the About box withinthe Software.Hyland, Hyland Software , and OnBase are registered and/or unregistered trademarks of Hyland Software,Inc. in the United States and other countries. A2iA CheckReader is a trademark of A2iA Corporation.Adobe PDF Library is a trademark of Adobe Systems Incorporated.All other trademarks, service marks, trade names and products of other companies are the property of theirrespective owners.Document Name .Unity ClientDepartment/Group. DocumentationRevision Number . 18 2018Hyland Software, Inc.ii

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Using the Module Reference Guide (MRG)If you are unfamiliar with module reference guides (MRGs), please review the content below sothat you can more quickly and efficiently locate the information you need.The MRG is a PDF document containing all available instructions for a module. The content in thisMRG is considered module-specific. You may be referred to another MRG if a referenced functionis not specific to this module.Each MRG typically includes the following chapters: Exposure - Provides introductory information and license requirements.Usage - Provides procedures for user-facing functionality.Configuration - Provides procedures for configuration and system administration.Installation - Provides system requirements and installation procedures.You can open any chapter or section in the MRG by clicking its entry in the Table of Contents.It is considered a best practice to read through an entire procedure before attempting to completeany of its steps. Pay close attention to notes, tips, and cautions, which can help you betterunderstand the entire process and discover any prerequisites you may not have completed.The MRGs use notes, tips, and cautions to draw your attention to additional information.Note: A note provides supplemental information or highlights behavior you might not expect.Tip: A tip describes extra, non-crucial information, such as a shortcut, reminder, or use for afeature you might not think of.Caution: Cautions are designed to help protect the system from data loss or severe issues thatmay arise when an instruction is not followed properly.Cross-references are links to related information or additional instructions you may need tocomplete a task. Click a cross-reference to navigate to the referenced section. To return to thepage you were viewing before following a cross-reference, press Alt Left Arrow until the desiredpage is displayed.Searching: The following search instructions pertain to viewing an MRG in Adobe Reader or AdobeAcrobat. Some information may not apply to other PDF readers. 2018Basic search: Press Ctrl F . Enter the word or phrase you are looking for in the searchbox and press Enter to locate each instance.Advanced search: Press Ctrl Shift F to find all instances of a phrase in an MRG orfolder. In the Search dialog box, enter the word or phrase you are looking for, and thenselect one of the following options: In the current document - Searches the document you are viewing. All PDF Documents in - Searches a selected folder or directory. If you are unsure ofwhich MRG to search, try searching the folder where your MRGs are located todisplay all results for the word or phrase.Hyland Software, Inc.iv

Unity ClientTable of ContentsUsing the Module Reference Guide (MRG) .ivEXPOSUREOverview .1Exclusive Features . 1Applications .1Licensing .1Definitions .2Annotations . 2AutoFill Keyword Set . 2AutoFill Keyword Set Instance. 3Cascading Data Sets. 3Cross-Reference . 3HTML-Based Documents . 3Custom Queries. 4Document . 4Document Handle. 4Document Type . 4Document Type Group . 4Envelope. 5External Text Search Definition . 5File Cabinet . 5Dynamic Folder. 6Static Folder. 6Image Documents . 7Internal Text Search Definition . 7Keyword Data Sets . 7Keyword Types and Keyword Values. 7Keyword Types . 7Keyword Values . 8Keyword Type Groups . 8Multi-Instance Keyword Type Groups . 9Keyword Type Masking. 9Note. 9OLE Documents. 10Overlay . 11Staples . 11Text Documents . 12User . 12User Group . 12OnBase 18 2018Hyland Software, Inc.v

Unity ClientTable of ContentsUSAGEGeneral Functionality . 13Opening the Unity Client . 13Logging On. 13Change Password . 15The Unity Client Window . 16Home Tab . 17Home Layout . 18Web Sites . 19RSS Ticker . 20File Menu . 21Accessing Keyboard Shortcuts . 23Favorites .