Appending Pages to an Existing Document (Unity Client)

Depending on your configuration, during the import process, you can append a file to an
existing document in the same Document Type with the same File Type and Keyword Values.
For Document Types with a default file format of Image File Format, when you import a
document that contains the same indexing information as another document already residing
in OnBase, the append pages dialog box is displayed. From this dialog box, you can either
append the document to an existing document, or you can save the document as a new
document in OnBase.

Note: Depending on your configuration, the append pages dialog box may also be displayed
when you attempt to import a document containing the same indexing information as another
document, and the document type is configured to be revisable. For information about saving a
document as a revision of an existing document, see the EDM Services documentation.

To append the document to an existing document:

1. Import a document containing the same indexing information as an existing document
already residing in OnBase. The append pages dialog box is displayed:

 

 

 

 

 

 

 

 

2. Select the existing document from the list of documents.

3. The selected document is displayed:

4. The existing document’s Keyword Values are displayed in the Keywords pane.

5. Click one of the following buttons:

Append Page(s)Appends the document to the existing document in OnBase.
Save as New DocumentSaves the document as a new document in OnBase.
CancelCancels the import process. No new pages or documents are added.

Details

Article ID: 79323
Created
Wed 5/29/19 3:22 PM
Modified
Wed 7/15/20 10:32 AM