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Resolved! Update a keyword on a related document

Hello-We have a workflow process that removes documents that exist in a lifecycle, based upon a match of keywords across the incoming document and the other documents that exist with that keyword. On a match, the other documents residing in the lifec...

jhowell by • Champ in-the-making
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Unable to preview PDF files on import

While importing a PDF document, the Unity Client displays "Preview not available for the selected file" for some users.   For other users, the document will display in the preview pane. 

Predictive text in WorkFlow

Has anyone else been seeing "Predictive text/type ahead text" showing up while in Unity Workflow while indexing?We believe it may be windows text settings. We found a way to turn this off in Windows 10 but not 11. Is there anything from the OnBase si...

Hyland IdP - Third-Party SSO and AD simultaneously(?)

Our users currently leverage Active Directory to manage OnBase authentication.  We have a use case to move a subset of users to a third-party authentication provider, Okta for SSO (the majority of users will stay in Active Directory and not move to O...

Resolved! Core Query API and Users Currently Logged In

Using Core Query API for remote access from a client portal. Noticed that in viewing "Users Currently Logged In" in OnBase Client, the single user account that we use for this remote access is listed repeatedly with different login times and Active s...

Shared Unity Form still require log in

Hello!I've created a Shared Unity Form with fixed credentials to log in. When I try to open Unity Form it's still display prompt to type login and password.Do you have any ideas what should I check or edit to auto login via URL to Shared Unity Form?

Bar Code disabled with Scan from Disk

We use bar code recognition during scanning using Kofax VRS and OnBase Document Imaging without issues.  I'm trying to find a way to import files to test barcodes in a way similar to how we use barcodes during scanning. According to the documentation...

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