If you have sufficient privileges, you can save open documents to a location outside of OnBase using any of the following methods:
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From an open document, click the Save to File toolbar button.
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From an open document, select File | Save As.
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From an open document or from any document(s) selected in a Document Search Results list, right-click and select Send To | File.
When you select Send To | File from a Document Search Results list:
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For multi-page image documents, the document is stored in Group IV Tiff format.
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Other documents are stored in their original formats.
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The document is saved without any notes attached to the document - i.e., the Advanced Options window is never displayed when using this method
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Text formatting options do not display.
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If you use any of these methods from an open image or text document that contains notes, the Advanced Options window is displayed.
Option |
Description |
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Annotation and/or Note Icon On Document |
Prints note text and information about each note (e.g. the note's Auto-Name string, the user name of the note's creator and the date and time the note was created) on the document. |
Note Text On Document |
Prints note text and information about each note (e.g. the note type, the note's Auto-Name string, the user name of the note's creator, the date and time the note was created and the location of the note) on a separate page following the document Note:
This option is not respected by Overlapped Text annotations. |
If a note, redaction, burned markup, or deficiency is not in the location you expect, do not save or sign the document until the location has been corrected by your system administrator. When the document is saved or signed, the pending redaction, burned markup, or deficiency is permanently placed in the shifted location. The shifting of notes that do not permanently alter the document can be corrected any time by your system administrator.
After selecting all desired options, the Windows Save As dialog box is displayed with the document's native file format as the file type and the document's auto-name string as the file name.
This does not apply to image documents or OLE documents. Image documents use Group IV Tiff file format by default, and OLE documents will not have their file formats automatically populated in the Windows Save As dialog box.
Keep in mind the following considerations when saving a document outside of OnBase:
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The document's Auto-Name string may be truncated to keep the full path to the file at or below 255 characters.
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Text documents have a variety of options that pertain to text formatting. See your system administrator for further information regarding text-based and other file formats.
Note:Text documents are saved in text format unless an overlay is displayed or notes are being saved with the document. If an overlay is displayed prior to saving, the document is saved as an image. If notes are being saved with the document, you can save the document as an image or a PDF.
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XML documents and their associated style sheets may be combined and saved as one HTML file. XML documents without a style sheet applied to them may be saved as XML documents.
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When saving documents with overlays to a location outside of OnBase, overlays are only included if the overlay was displayed on the document prior to saving it.
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To save a document with an overlay as a PDF, you must save the document from an open document. Saving a document with an overlay as a PDF is not supported as a right-click option in a Document Search Results list.