From the Document Search Results List - Archive Services for Microsoft SharePoint - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Archive Services for Microsoft SharePoint

Platform
OnBase
Product
Archive Services for Microsoft SharePoint
Release
Foundation 22.1
License
Standard
Essential
Premier

The Send To right-click menu for a selected document in the Document Search Results list may include the following options, depending on your system's configuration:

  • Send To | Mail Recipient: Select to email the document externally to a specified recipient.

  • Send To | File: Select to save the document to a specified file.

  • Send To | Create New Document: Select to create a new document from the current one, specifying Page Range, Document Type, Document Date, and Keyword Values as needed. Available for indexed documents only.

    Note:

    Depending on your user rights, the new document may not contain masked Keyword Values from the original document. See the Encrypted Alpha Keywords module reference guide or help file for more information.

    In the Page range field, type the pages (e.g., 1,5) or range of pages (e.g., 1-5) you want to copy to the new document. (This option is available for multi-page image documents only.)

  • Send To | Internal User: Select to send the document to another user in OnBase.

  • Send To | Envelope: Select to include the selected document(s) in an envelope.

  • Send To | Folder: Select to add the selected document(s) to a static folder.

  • Send To | Copy DocPopLink: Select to copy a DocPop URL to the clipboard. You can browse to a new window and paste the link into the subject line to open the document in DocPop.

  • Send To | Create DocPop Link: Select to email a link to the document that can be accessed by recipients via DocPop.

Note:

For more information on DocPop, see the DocPop module reference guide.

Note:

Depending on the file type of the selected document, not all of the following content types may be available.

Option

Description

Original Format or Native Format

Saves or sends the selected documents in the format in which they are stored in OnBase(for example, OLE documents such as Word documents and PDFs, uncompressed text documents, most image documents).

The following limitations apply when using the Native Format option:

  • Overlays are not applied.
  • For multi-page image documents, including TIFFs and GIFs, this option saves the document as a single-file TIFF file.
  • This content type is only available if the selected documents can be successfully saved or mailed in their original formats.

Rendered Format or AutoDetect Format

Saves or sends each of the selected documents in the format that most represents a viewable document outside of OnBase. For example, an E-Form or Virtual E-Form is saved as an HTML file.

PDF (.pdf)

Saves or sends the selected documents as PDF files. For multiple documents selected, each document is converted to a separate PDF.

Available for documents with any of the following file formats:

  • Image file format

  • PCL

  • PCL with overlay

  • PDF

  • Text report format

  • Text report format with overlay

  • XML with style sheet

Encrypted PDF (.pdf)

Sends the selected documents as encrypted PDF files. Each selected document is encrypted as a separate PDF. Upon choosing this content type, you will be prompted to enter a password, which the recipient will need to enter upon opening the attachment.

Available for documents with any of the following file formats:

  • Image file format

  • PCL

  • PCL with overlay

  • Text report format

  • Text report format with overlay

Image (.tif)

Saves or sends the selected documents as TIFF files.

Available for documents with any of the following file formats:

  • Image file format

  • PCL

  • PCL with overlay

  • Text report format

  • Text report format with overlay

Note:

If a text document is configured to display an overlay by default, then the text document will be saved as an image with the overlay applied.

Text (.txt)

Saves or sends the selected documents in plain text format.

Available for documents with a text report format.

Overlays are not applied.

HTML (.htm;.html)

Saves or sends the selected documents in .htm or .html format.

Available for documents using HTML and MHTML (for example, E-Forms, V-Forms).

ZIP (.zip)

Saves or sends the selected documents as a ZIP file.

Available for any document or group of documents.