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OnBase Unity Client Guide

The OnBase Unity Client is a Microsoft Windows application for efficiently using OnBase. The Unity client provides a feature-rich experience for users.

Accessing OnBase from a Mac

  1. Follow the "Mac to PC" directions located at Remote Desktop Connections (RDC).
  2. For step 6, type "" as the computer name.
  3. For directions how to open and use OnBase, see below.

Opening the Unity Client

The OnBase Unity Client is already installed on many PSU computers. To run it do the following:

  1. Open your Start menu.
  2. Select All Programs.
  3. Select Hyland.
  4. Select Unity Client.

Installing the Unity Client

If you do not see the Unity client installed on your computer, you may install it by doing the following:

  1. Open your Start menu.
  2. Select All Programs.
  3. Select Self Service Software.
  4. From the list of available software, select which program you want to install.
  5. Select Run.

Searching For Documents

  1. Select Document Retrieval.
  2. Select Custom Queries. Custom Queries are a feature of OnBase that allows you to easily search for documents across various document type groups based on a common keyword.
  3. Select the Custom Query you want to run.
  4. Fill out the required fields (such as date range or PSU ID number) and press the Search button below.

Opening Documents

If your query contains documents they will be listed in the top right side of the screen.

  1. Locate the document you want to view.
  2. Double click the document to open it.

Further Resources

Visit OnBase Unity Client Training to learn more about using the Unity client.

For additional assistance, contact your department coordinator or email