Generating XML Data for a Template - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can use XML data from a Plan Review project to create placeholders in your project letter template.

Note:

For more information on incorporating XML data from your project into a project letter template, see the section on configuring XML placeholders in the Document Composition module reference guide.

To generate XML data for a specific project:

  1. Log on to the OnBase Unity Client.
  2. Click the Plan Review tab.
  3. Select the desired project.
  4. On the Plan Review ribbon, in the Configuration ribbon group, click the Save Project XML button.
  5. Select the location you want to save the document to.
  6. Click Save.
    Note:

    You can also apply your Plan Review Unity Form data to a project letter template. You must be licensed for Unity Forms to use this feature. See the section on Unity Form placeholders in the Document Composition module reference guide for more information.