Overview
This article is intended to provide users with an overview of which features can be found in different DuckDocs (OnBase) clients.
OnBase functionality is spread across multiple applications called clients. Each of these clients provides different ways of interacting with OnBase data. Depending on your role, you may even use more than one client. Users who import and retrieve documents will generally use the Unity or web-based clients.
As a quick reference, if you plan to import or retrieve documents, the Web Client and Unity Client are generally the best options for these tasks.
End-User Features by Client Type
| Feature |
Web Client |
Unity Client |
OnBase Studio |
OnBase "Thick" Client |
Config Client |
Management Console |
| Import Documents |
✅ |
✅ |
-- |
✅ |
-- |
-- |
| Retrieve Documents |
✅ |
✅ |
-- |
✅ |
-- |
-- |
| Batch Scan Documents |
-- |
✅ |
-- |
-- |
-- |
-- |
| Batch Processing Documents |
-- |
✅ |
-- |
-- |
-- |
-- |
| Manage Own Locks |
✅ |
✅ |
-- |
-- |
-- |
-- |
| View Reporting Dashboards |
✅ |
✅ |
-- |
-- |
-- |
-- |
Administrative Features by Client Type
| Feature |
Web Client |
Unity Client |
OnBase Studio |
OnBase "Thick" Client |
Config Client |
Management Console |
| Manage Locks (Global) |
-- |
✅ |
-- |
✅ |
-- |
-- |
| Design Unity Forms |
-- |
✅ |
-- |
-- |
-- |
-- |
| Create and modify Reporting Dashboards |
-- |
✅ |
-- |
-- |
-- |
-- |
| Build and Modify Workflows |
-- |
-- |
✅ |
-- |
-- |
-- |
| Add/Remove Users from Groups (Limited Admin Access) |
✅ |
✅ |
-- |
-- |
✅ |
-- |
| View Current Membership of a User Group |
-- |
-- |
-- |
-- |
✅ |
-- |
| Create User Groups / Add Permissions for Users/Groups |
-- |
-- |
-- |
-- |
✅ |
-- |
| Configure Document Type Groups, Document Types, Keywords, etc. |
-- |
-- |
-- |
-- |
✅ |
-- |
| Promote Config from Test to Prod |
-- |
-- |
✅ |
-- |
✅ |
-- |
| Schedule automated processes |
-- |
-- |
-- |
✅ (DIP) |
-- |
✅ (Tasks) |
| Reset Server Cache |
-- |
-- |
✅ |
-- |
✅ |
-- |
| Restore Deleted Document |
-- |
-- |
-- |
✅ (Document Maintenance) |
-- |
-- |