Attaching Documents from an External Location - Healthcare Form Manager - English - Foundation 22.1 - OnBase - Premier - Standard - external - Premier - Standard

Healthcare Form Manager

Platform
OnBase
Product
Healthcare Form Manager
Release
Foundation 22.1
License
Premier
Standard

You can attach a document that exists in a location other than OnBase to the form.

The following limitations apply when attaching a document from an external location:

  • Files with the .exe extension cannot be attached.

  • If a file is uploaded with an unknown extension, it is uploaded as an image.

  • If the file does not have an extension, it is stored using the default file format configured for the Document Type used for attachments.

To attach a document from an external location:

  1. Click the Attach [document display name] button. For example, if the document display name is HR - Employee Time Off Request Form, the button is named Attach HR - Employee Time Off Request Form.
  2. If a drop-down list is displayed, select New File. The Choose File to Upload dialog box is displayed.
    Note:

    If the attachment control is configured to only allow documents from an external location to be attached, the Choose File to Upload dialog box is displayed automatically.

    If the OnBase document retrieval window is displayed instead of the Choose File to Upload dialog box, then the attachment control is configured to only allow existing documents in OnBase to be attached. For more information on attaching existing documents from OnBase, see Attaching Existing Documents.

  3. Locate and select the file you want to attach.
  4. Click Open or double-click the file to open it. The file and its name or path are displayed in the control.

    After attaching the file, you can preview it before the form is submitted. Click on the file name to open a new dialog box that displays the attached file.

    To remove an attached document before the form is submitted, click Remove.

  5. If the control allows multiple attachments, the attachment button remains available for additional attachment uploads. Click the Attach [document display name] button to attach additional documents.

    You can attach multiple documents at a time by holding the Ctrl key and selecting the documents you want to attach to the form. All the selected documents are attached to the form when you click the Attach button.

    Note:

    You cannot upload attachments larger than the size configured by the administrator.

When the form is submitted, the documents are attached to the form.