OnBase Unity Client Guide

Owned by S Helms
Last updated: Jan 22, 2024 by Kelly Thomas
1 min read

The OnBase Unity Client is a Microsoft Windows application for efficiently using OnBase. The Unity client provides a feature-rich experience for users. The OnBase Web Client may be a suitable alternative for lighter or occasional use of OnBase.

On this page

Open 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.

If you do not have the Unity client installed on your PC computer, you may install it via self-service software. If you are using a Mac, you can access the OnBase Unity Client from the Employee Virtual desktop at apps.oit.pdx.edu.

Search 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.

Open 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 open.

  2. Double select the document to open it.

Further Resources

For additional assistance, contact your department’s OnBase Coordinator or submit the the OnBase support request form.