Hyland 17
Manuales y guías de usuario para Hyland 17. Encontramos 1 manuales para descargas gratuitas User manual
The Hyland Unity Client 17 is a software application that enables users to access and manage documents and data within the OnBase® system. The Unity Client provides a user-friendly interface for a variety of tasks, including searching for documents, viewing documents, adding and modifying keywords, accessing document history and properties, and much more.
Características clave
User-friendly interface
Document search and retrieval
Keyword management
Document viewing
Document history and properties
Document creation and editing
Document separation
Staple management
Overlay application
Cross-referencing
páginas: 518 Hyland 17 User manual
Marca: Hyland Categoría: Software Tamaño: 4 MB
Idiomas: English
Tabla de contenidos
- 1 Unity Client
- 2 Copyright
- 4 Using the Module Reference Guide (MRG)
- 19 Exposure
- 19 Overview
- 19 Exclusive Features
- 19 Applications
- 19 Licensing
- 20 Concurrent License Override
- 20 Definitions
- 20 Annotations
- 21 AutoFill Keyword Set
- 21 AutoFill Keyword Set Instance
- 21 Cascading Data Sets
- 22 Cross-Reference
- 22 HTML-Based Documents
- 22 Custom Queries
- 22 Document
- 22 Document Handle
- 22 Document Type
- 23 Document Type Group
- 23 Envelope
- 23 External Text Search Definition
- 24 File Cabinet
- 24 Dynamic Folder
- 24 Static Folder
- 25 Image Documents
- 25 Internal Text Search Definition
- 25 Keyword Data Sets
- 25 Keyword Types and Keyword Values
- 25 Keyword Types
- 26 Keyword Values
- 26 Keyword Type Groups
- 27 Multi-Instance Keyword Type Groups
- 27 Keyword Type Masking
- 28 Note
- 28 OLE Documents
- 29 Overlay
- 29 Staples
- 29 Text Documents
- 29 User
- 30 User Group
- 31 Usage
- 31 General Functionality
- 31 Opening the Unity Client
- 31 Logging On
- 33 Change Password
- 34 The Unity Client Window
- 35 Home Tab
- 36 Home Layout
- 37 Web Sites
- 38 RSS Ticker
- 39 File Menu
- 41 Accessing Keyboard Shortcuts
- 41 Favorites
- 42 Using Your Home Page
- 42 Setting Your Home Page
- 43 Resetting Your Home Page
- 43 Using Your Favorites
- 44 Adding a Favorite
- 44 Opening a Favorite
- 45 Managing Your Favorites
- 45 Renaming Favorites
- 45 Deleting Favorites
- 46 Personal Page
- 46 Using Your Personal Page
- 48 Administrative Tiles
- 48 Editing Administrator Suggested Tiles
- 48 Adding Items to Your Personal Page
- 49 Adding Layouts to Your Personal Page
- 49 Adding Custom Queries to Your Personal Page
- 50 Adding Documents to Your Personal Page
- 50 Adding Import Tiles with Specified Document Types to Your Personal Page
- 51 Adding WorkView Filters and Objects to Your Personal Page
- 52 Opening A Layout or an Item from the Personal Page
- 52 Managing and Configuring Personal Page Tiles
- 53 Custom Query Results Tiles
- 53 Removing Personal Page Tiles
- 53 Panes
- 54 Open in New Window
- 54 Data Lists
- 54 Selecting Multiple Items
- 54 Grouping
- 56 Sorting
- 57 Reordering and Stacking Columns
- 59 Filtering
- 60 Operators
- 61 Drop-Down Lists
- 64 Custom Filter Selection Dialog Box
- 65 User Options
- 65 Overview
- 67 General
- 68 Document
- 71 Document Import
- 72 Local Data
- 72 Printing
- 72 Retrieval Date Options
- 74 Service Mode
- 75 Document Retrieval
- 76 Document Retrieval without Specifying Search Parameters
- 77 Retrieval Using Custom Queries
- 78 Conducting a Custom Query
- 82 Conducting Multiple Custom Queries
- 83 Viewing Folder Custom Query Results
- 84 Filtering Custom Query Results
- 87 Document Retrieval by Keyword Value
- 91 Document Search Results List
- 93 Viewing Documents
- 94 Thumbnail Viewer
- 94 Document Retrieval by Document Date
- 99 Date Range Parameters and Corresponding Results
- 99 Document Retrieval Using Note Search
- 102 Document Retrieval Using External Text Search
- 105 Viewing Recent Query History
- 106 Document Retrieval by Document Handle
- 107 Keyword Types Relationship Examples in Document Retrieval
- 107 Cascading Data Set
- 107 Multi-Instance Keyword Type Group
- 112 Working with Documents
- 112 Document Viewer
- 115 Document Tab
- 118 The Notes Gallery
- 118 Notes
- 119 Annotations
- 121 Redacting Documents Using Redaction Annotations
- 122 Creating a Redaction
- 123 Viewing Redactions
- 123 Redacting Documents Using Bitmap Redactions
- 123 Navigating in the Bitmap Redaction Tab
- 124 Applying a Redaction Bitmap
- 125 Deleting a Redaction Bitmap
- 125 Working with Notes in the Document Viewer
- 126 Viewing and Hiding Notes
- 126 Moving Notes
- 126 Deleting Notes
- 127 Setting Note Privacy Options
- 127 Working with Notes in the Task Pane
- 128 Viewing and Editing Notes
- 129 Deleting a Note
- 130 Setting Note Privacy Options
- 131 Viewer Options
- 131 Google Services Integration Viewer
- 132 Microsoft Office Web Apps Integration Viewer
- 133 View in Native Format
- 133 Staples
- 133 Stapling Open Documents from the Information Bar
- 134 Stapling Documents from a Document Search Results List
- 134 Viewing Stapled Documents
- 135 Moving Staple Notes
- 135 Editing Staples
- 135 Deleting Staples
- 135 Image Tab
- 140 Document Thumbnails
- 140 Text Tab
- 144 Internal Text Search
- 144 Limiting Searches Using Internal Text Search Settings
- 147 Overlays
- 148 Apply an Overlay to a Document
- 148 Remove an Overlay from a Document
- 148 Media Tab
- 149 Retrieving Cross-Referenced Documents
- 151 From a Document Search Results List
- 151 From Image or Text-Based Documents
- 151 From E-Forms, HTML Documents, or OLE Documents
- 151 Access Document History
- 152 Document History
- 152 Access Document Properties
- 153 Document Properties
- 155 Generating a CSV File
- 157 Saving Documents to Files
- 161 Deleting Documents
- 162 Creating a Document
- 162 Creating a New Document from an Existing Document
- 165 Executing a Unity Script
- 166 Working with Keywords
- 166 Access the Keyword Values of a Document
- 167 Add / Modify Keywords
- 171 Read-Only Keywords
- 173 Mixed Case Keywords
- 173 Searching on Mixed Case Keyword Values
- 173 With Case Sensitive Searching Applied
- 173 Without Case Sensitive Searching Applied
- 173 Indexing Mixed Case Keyword Values
- 173 Masked Keywords
- 174 AutoFill Keyword Set Instance
- 174 Using AutoFill Keyword Sets When Indexing or Re-Indexing
- 174 Indexing with AutoFill Keyword Sets
- 175 Re-Indexing with AutoFill Keyword Sets
- 176 Using a Reverse AutoFill Keyword Set Lookup
- 180 Use Keywords for Document Retrieval
- 180 Keyword Types that Contain Relationships
- 180 Cascading Data Sets
- 180 Multi-Instance Keyword Type Groups
- 181 Common Keyword Types for Document Type Groups and Multiple Document Types
- 182 Add Another Value to a Keyword
- 182 Multi-Instance Keyword Type Groups
- 182 Keywords with Drop-Down Select Lists
- 182 Keyword Operators and Extended Search Features
- 183 Relational (Comparative) Operators
- 183 Logical (Boolean) Operators
- 184 Wildcard Characters
- 185 Adding Multiple Values to a Keyword Type
- 186 Re-Indexing
- 186 Re-Indexing Documents
- 189 Keywords with Drop-Down Select Lists
- 189 Re-Indexing Document Revisions
- 190 Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
- 194 Separating Image and PDF Documents
- 195 The Separation Workspace
- 196 Document Display Mode
- 197 Page Display Mode
- 198 Tree Display Mode
- 198 Adjusting Thumbnails in the Separation Workspace
- 199 Selecting Documents in the Separation Workspace
- 199 Selecting Documents in Document Display Mode
- 200 Selecting Documents in Page Display Mode
- 200 Reordering Documents in the Separation Workspace
- 201 Using the Page Holder
- 202 Working with Locked and Read-Only Documents in the Separation Workspace
- 203 Saving Documents
- 204 Viewing and Editing Page Details in Document Separation
- 205 Creating and Editing Documents in the Separation Workspace
- 205 Adding New Pages to the Separation Workspace
- 205 Adding Pages by Browsing
- 206 Adding Pages by Acquiring
- 207 Clicking and Dragging Pages in the Separation Workspace
- 207 Clicking and Dragging Pages in Document Display Mode
- 209 Clicking and Dragging Pages in Page Display Mode
- 209 Joining Documents in the Separation Workspace
- 209 Merge Documents
- 210 Join Pages
- 210 Append After Page
- 212 Splitting Documents in the Separation Workspace
- 212 Split
- 213 Using the Break into Documents Option
- 213 Copying Pages and Documents in the Separation Workspace
- 214 Copy Document
- 214 Copy Pages to New Document
- 214 Copy Pages in Place
- 214 Deleting Documents or Pages in the Separation Workspace
- 215 Undoing and Redoing Actions in the Separation Workspace
- 217 Importing a New Document in the Separation Workspace
- 219 Adding or Modifying Keywords on a Source Document in the Separation Workspace
- 221 Working with Comments on Revisable Documents in the Separation Workspace
- 221 Working with Comments in Document Display Mode
- 223 Working with Comments in Page Display Mode
- 223 Keyboard Shortcuts for the Separation Workspace
- 226 Folders
- 226 Folder Definition
- 227 Folder Hierarchy
- 227 Folder Contents
- 227 Static Folder
- 228 Dynamic Folder
- 228 Auto-Foldering
- 228 Opening File Cabinets and Folders
- 230 Opening Multiple Folders Windows
- 231 Moving Up a Level from a Folder Tab
- 231 Scrolling Through Folder Tabs
- 232 Accessing Folder Search by Clicking a Folder
- 233 Working with Folder Pop-up Lists
- 234 Retrieving Related Folders
- 235 Searching for Folders
- 238 Show Folder Locations
- 239 Keyword Considerations for Show Folder Locations
- 239 Applying Folder Filters
- 240 Applying a Folder Template
- 241 Adding, Uploading, and Removing Documents
- 241 Adding Documents to Dynamic Folders
- 242 Adding Documents to Static Folders
- 242 If You Cannot Add a Document to a Folder
- 242 Uploading and Indexing Documents Using Folders
- 244 Removing Documents from Folders
- 244 Adding and Deleting Folders
- 245 Adding a Folder
- 246 Deleting a Folder
- 246 Changing Folder Keyword Values
- 248 Modifying Keyword Values on a Folder, Child Folders, and Documents
- 250 Modifying Multi-Instance Keyword Type Groups
- 251 Example 1: Folder and contents use the same Multi-Instance Keyword Type Group
- 251 Example 2: A folder Keyword Type is in the Multi-Instance Keyword Type Group of the content
- 252 Example 3: Contents use a Keyword Type in the Multi-Instance Keyword Type Group of the Folder
- 252 Working with Folder Notes
- 253 Folder Notes Requirements
- 254 Viewing and Sorting Folder Notes and Bookmarks
- 255 Adding a Folder Note or Bookmark
- 257 Viewing a Bookmarked Document
- 258 Editing an Existing Note or Bookmark
- 259 Deleting a Note or Bookmark
- 260 Folder Properties
- 261 Viewing the History of a Folder
- 262 Sending and Receiving Mail
- 262 Send To | Internal User
- 262 Sending OnBase Documents to Other OnBase Users
- 267 Checking Internal Mail
- 270 Viewing Internal Mail
- 272 Emailing Documents and Links to Documents
- 279 Attachment Display Considerations
- 279 Sending Folders as Unity Pop Links and Unity Pop Files
- 280 Using the OnBase Mail Message Dialog Box
- 282 Checking Names and Addresses
- 282 Viewing Unity Pop Files and Links
- 284 Using Envelopes
- 284 Envelope
- 285 Creating and Deleting Envelopes
- 285 Creating a New Envelope
- 285 Deleting an Envelope
- 286 Sharing an Envelope
- 288 Adding or Removing Documents from Envelopes
- 288 Adding Documents to Envelopes
- 288 Removing Documents from Envelopes
- 289 Opening Existing Envelopes
- 290 Importing Documents
- 290 Importing Documents by Browsing
- 291 Importing Documents by Acquiring
- 292 Importing Documents from Google Drive
- 295 Importing Documents from Third-Party Google Applications
- 296 Importing Documents by Dragging and Dropping
- 296 Completing the Import Process
- 301 Multi-Page TIFF Images
- 302 Appending Pages to an Existing Document
- 306 Printing
- 306 Printing Documents
- 311 File Format not Supported for Printing
- 312 Reports
- 312 Creating List Reports
- 313 Document Search Results Lists and Batch Queues
- 316 Client Administration
- 316 Introduction
- 318 Managing Locks
- 319 Document Locks
- 320 Keyword Locking
- 320 Disk Group Locks
- 320 Process Locks
- 321 User Administration
- 321 Required Administrative Rights
- 322 User Administration Overview
- 323 Users Tab
- 324 Creating Users
- 326 Editing Users
- 326 Resetting User Passwords
- 327 Locking and Unlocking Users
- 328 Deleting Users
- 328 Changing User Group Assignments
- 330 Assigning Security Keywords to Users
- 332 User Option Policy Administration
- 334 Adding a User Option Policy
- 342 Viewing the Resultant Set of User Options
- 346 Changing a User Option Policy
- 346 Changing the Name and Description of a User Option Policy
- 348 Changing the Configured User Options of a User Option Policy
- 352 Changing the Assigned User Group of a User Option Policy
- 353 Changing the Priority of a User Option Policy
- 356 Deleting a User Option Policy
- 356 Personal Page Tile Group Administration
- 357 Creating a Tile Group
- 357 Renaming a Tile Group
- 358 Deleting a Tile Group
- 359 Assigning a Tile Group to a User Group
- 361 Adding Tiles to Tile Groups
- 361 Adding Documents, Folders, and Individual Items to Tile Groups
- 362 Adding a Layout to Tile Groups
- 362 Adding Custom Query Results to Tile Groups
- 364 Adding Import Tiles with Specified Document Types to Tile Groups
- 365 Managing and Configuring Tiles in Tile Groups
- 366 Custom Query Results Tiles
- 366 Removing Tiles from a Tile Group
- 368 Troubleshooting Layout
- 368 Troubleshooting Messages
- 368 Creating Bug Reports
- 369 Using the Request Profile Diagram
- 371 Configuration
- 371 Custom Query Configuration
- 371 Grouping Columns
- 372 Filtering Columns
- 374 Document Retrieval
- 374 Document Retrieval Threshold
- 374 DocumentQueryWarningThreshold
- 374 DocumentQueryLimit
- 375 Configuring Google Services
- 375 Creating a Google API Project the Google Developers Console
- 375 Enabling Google Services
- 376 Configuring the Client ID and Client Secret
- 377 Configuring Gmail
- 377 Microsoft Office Web Application Server Integration
- 377 The Unity Client Configuration File
- 377 AD FS Configuration
- 377 Hyland.Canvas.Client
- 379 Trusted Certificates
- 379 ServiceLocations
- 381 appSettings
- 383 Hyland.Canvas
- 383 DisplayLanguage
- 384 Culture
- 384 Application
- 384 DefaultHomeLayout
- 385 UserGroupTimeoutMode
- 385 Hyland.Canvas.Automation.Services
- 386 Application Enabler
- 391 HTTPS Automation
- 391 Workflow
- 392 Configuring Unity Pop
- 392 Configuring Unity Pop Links
- 393 Configuring Unity Pop Files
- 394 Configuring Active Directory Federation Services (AD FS)
- 394 Overview
- 394 Certificates Used and Key Locations
- 395 Licensing
- 395 Upgrade Considerations
- 396 Configuration
- 397 Configuring the AD FS Server
- 397 Adding a Relying Party Trust
- 398 Configuring AD FS Endpoints
- 399 Configuring the Application Server for AD FS
- 400 Configuring the Web Server for AD FS
- 400 HTTPS Certificate
- 401 Editing the Web.config File of the Web Server
- 403 Integrating With Domain User Groups
- 404 Configuring the Unity Client, MRM Unity Client, and Office Business Application for AD FS
- 405 Configuring Disconnected Scanning for AD FS
- 406 Configuring Patient Window for AD FS
- 407 Configuring Mobile Applications for AD FS
- 408 Installation
- 408 Requirements
- 408 Unity Client Supported Operating Systems
- 409 Unity Client Hardware and Browser Requirements
- 410 HTTPS Automation Requirements
- 410 Microsoft .NET Framework Requirements
- 410 Microsoft Visual C++ Requirements
- 411 Databases Supported
- 411 Microsoft SQL Server
- 411 Oracle
- 412 Sybase SQL Anywhere
- 412 Database Client / Server Version Compatibility
- 413 Hyland Software - Microsoft Service Pack Statement
- 413 Third-Party Software Compatibility
- 413 About Virtual Environments
- 414 64-Bit Support Statement
- 414 Windows User Account Control Statement
- 414 Modifying Configuration Files
- 414 Licensing
- 415 Digital Input Device Compatibility
- 415 Third-Party Software Requirements
- 415 Microsoft Office XP Support
- 416 Upgrade Considerations
- 416 General User Interface Redesign
- 416 Server Machine Considerations
- 416 End-User Workstation Considerations
- 417 ClickOnce Deployment Considerations
- 417 Installation Overview
- 419 Installer Prerequisites
- 419 Installer User Permissions
- 419 Installer .NET Framework Requirements
- 420 Installation Using the MSI Installer
- 420 Running the Installer
- 431 Change, Repair, or Remove an Installation
- 431 Running the Installer from the Command Line
- 432 Feature Names
- 432 Properties
- 436 Post-Installation
- 436 AD FS Configuration
- 436 HTTPS Automation
- 436 Installation Using ClickOnce
- 436 ClickOnce Deployment
- 441 Web Server Installation Steps
- 444 From a Shared Folder Installation Steps
- 448 Manually Created Share Steps
- 452 Unity Features
- 453 Service Location and Deployment Configuration
- 459 Before Signing the Deployment
- 459 AD FS Configuration
- 459 HTTPS Automation
- 460 Deployment Signing
- 463 Updating or Adding a Deployment Instance
- 466 Web Server Add or Update Steps
- 469 From a Shared Folder Add or Update Steps
- 473 Service Location and Deployment Configuration
- 476 Automatically Launching a Deployed Application at System Startup
- 476 Removing a Deployed Application
- 477 Removing a Deployed Application Instance from Client Workstations
- 477 Removing a Deployed Application Instance from the Deployment Server
- 478 Completely Removing a Deployed Application
- 479 Manual Installation
- 480 Running Multiple Instances of the Unity Client
- 480 Backup/Recovery
- 480 Window Settings
- 480 Frequently Asked Questions
- 481 Troubleshooting
- 481 Cannot Start Application
- 481 Display
- 481 External Email
- 481 The Body of Notifications is Blank
- 482 Exception Has Been Thrown by the Target of an Invocation
- 482 One or More of the Selected Documents Could Not Be Sent
- 482 Unity Pop File Is Not Valid for the System
- 482 You Do Not Have Privileges to View This Document
- 482 Open or Save an EML Document
- 483 Logging On
- 483 Initialization Error
- 483 Scanning
- 484 Working with Documents
- 484 Created in a Newer Version of Word
- 484 There Was an Error Opening This File
- 484 Excel Ribbon Is Reset to the Home Tab
- 484 Opening a Modal Dialog Box
- 484 Unable to Use Microsoft Excel Outside of the Unity Client
- 485 Attempt to Access Invalid Address
- 485 Exception Has Been Thrown by the Target of an Invocation
- 485 Characters Appear Cut Off in Text Documents
- 485 Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
- 486 Contacting Support
- 488 System Assessment Tool
- 488 Using the System Assessment Tool
- 490 Web Application Open Platform Interface (WOPI) Server
- 490 Overview
- 490 Requirements
- 490 Microsoft Visual C++ Requirements for the Application Server
- 491 Supported File Types Using the WOPI Viewer
- 492 IIS
- 492 Usage
- 492 Configuration
- 493 Configuring a Temporary File Cache
- 495 Configuring the Microsoft Office Web Apps Settings
- 496 Configuring the Web Server to Open Documents in a New Window
- 496 Installation
- 497 Installer Prerequisites
- 497 Installer User Permissions
- 497 Installer .NET Framework Requirements
- 497 Installers Overview
- 499 Windows User Account Control Statement
- 500 Running the Installer
- 504 Controlling Installation from the Command Line
- 505 Command Line Properties
- 507 Change, Repair, or Remove an Installation
- 508 Best Practices
- 508 DocPop and Unity Pop
- 509 Network Connectivity
- 509 Document Retrieval
- 509 Dates
- 509 Drop-Down Lists
- 509 Wildcards
- 509 Importing
- 509 Text Documents
- 510 Indexing
- 510 Multi-Instance Keyword Type Groups
- 511 Quick Reference Guide
Frequently Answers and Questions
How do I log in to the Unity Client?
To log in to the Unity Client, you will need to enter your OnBase® username and password. The login screen is accessible when you open the Unity Client application.
What are the different ways I can retrieve documents using the Unity Client?
The Unity Client offers various methods for retrieving documents. You can use custom queries, search by keyword value, document date, note search, and external text search. The specific retrieval options depend on the configuration of your OnBase® system.
How do I add or modify keywords for documents?
To add or modify keywords for a document, you can access the document's properties in the Unity Client. The process involves finding the document, opening it, and then navigating to the 'Keywords' tab. You can then add, edit, or remove keywords as needed.
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