Hyland OnBase Unity Client Reference Guide

Overview

The OnBase Unity Client is a connected, next-generation document management system that offers the familiar look-and-feel of Microsoft® Office® 2013. You can use the Unity Client to easily upload, organize, and retrieve documents. See Unity Client OnBase Foundation Reference Guide located on the left bottom side of this page. 

Exclusive Features
The OnBase Unity Client contains features that are not found in other OnBase clients. These
features include:

  • Ribbons
  • Task panes
  • A configurable homepage
  • A configurable Favorites list
  • List grouping and sorting
  • Import preview
  • An integrated audio and video viewer

Applications
The OnBase Unity Client is the OnBase integration platform of the future. It: 
Simplifies OnBase access, promoting ease-of-use by presenting OnBase features and functions where users expect to find them. Increases adoption and minimizes training and support costs by leveraging user familiarity with Microsoft Office 2013 products.
Improves worker productivity by providing a personalized, task-centric interface with 
integrated functionality. Saves deployment time, effort, and costs through rapid roll-out and upgrades using  Microsoft’s ClickOnce technology.

Instructions

For more information see the Unity Client OnBase Foundation Reference Guide located on the left bottom side of this page.

NSU has access to the Premium training package that allows end-users access to various training instructions such as videos, online instructional classes, and reference guides. Before one can access any of Hyland's training materials, the end-users must create a profile using their NSU email address.

Link to Create a Profile: https://id.hyland.com/signin/register

Link to Training Website: https://training.hyland.com/

Link to Training Video: https://training.hyland.com/courses/P1813-End-User-Essentials-OnBase-Foundation-Unity-Client-Hands-On-Lab

The chapters that are relevant to NSU solutions are 1, 5,6,7, 8, 10,11, 12, 13, 16

For More Information

If you have any other questions or concerns, please go to the Client Portal and sign in to submit a ticket for Hyland OnBase Support. Or, contact Client Services at 757-823-8678 or via email at clientservices@nsu.edu with a phone number we can reach you. 

 

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