Submitting a Document for Correction - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic
Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

Information on a document may need to be changed to correct inaccuracies. If your system is configured for document corrections, you can submit a request for the document to be corrected.

To submit a document for correction:

  1. From the OnBase Web Viewer, click the Add Correction button in one of the following locations:

    • If an image document is open, click the Add Correction button in the Web Viewer control toolbar:

    • If a PDF document is open, click the Add Correction button from the PDF document toolbar:

    One of the following may occur:

    • If only one document correction action is configured for your system, this action is automatically performed.

    • If multiple document correction actions are configured for your system, the Add Correction dialog box is displayed.

  2. If the Add Correction dialog box is displayed, click the appropriate document correction action button to perform the selected action.
    Tip:

    For information about a button, rest your pointer over it. The help text is displayed. For additional information, contact your system administrator.

    Depending on your system's configuration, one of the following may occur:

    • The document is sent to the life cycle and queue associated with the action and a confirmation message is displayed.

    • A correction form is displayed. To complete the correction form and send it to the appropriate life cycle and queue, see Completing a Correction Form.