Importing Documents into OnBase - Importing Documents into OnBase - You can import documents into OnBase from a work order, service request, inspection, or Permitting, Licensing, and Land (PLL) case in Trimble Unity Respond or Cityworks Respond. - OnBase - Integration for Trimble Unity - OnBase/Integration-for-Trimble-Unity/Foundation-26.1/Integration-for-Trimble-Unity-and-Cityworks/Trimble-Unity-Respond-and-Cityworks-Respond/Usage/Importing-Documents-into-OnBase - Foundation 26.1 - Foundation 26.1

You can import documents into OnBase from a work order, service request, inspection, or Permitting, Licensing, and Land (PLL) case in Trimble Unity Respond or Cityworks Respond.

1. Do one of the following:
   • If using Trimble Unity Respond, access the Trimble Unity Respond portal as a Trimble administrator by entering your Trimble URL in a browser.
   • If using Cityworks Respond, access the Cityworks Respond portal as a Cityworks administrator by entering your Cityworks URL in a browser.
2. Log on using your credentials.
3. Open a work order, service request, inspection, or PLL case.
4. Select Import Documents.
   The OnBase logon page is displayed in a new browser tab.
5. Log on using your credentials.
6. In the Select File field, specify the full file path for the document you want to import or click the Browse button and browse to the file's location.
   The selected document is added to the Document Queue pane.
7. Enter all the required information for the document being imported.
   For more information on setting Import Settings and Keywords, see the Importing Documents section in the Web Client documentation.
8. Click Import.