Specifying Templates for a Facility - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Integrated-Mode/Configuring-ROI/Configuring-ROI-Facility-Settings/Specifying-Templates-for-a-Facility - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

For each facility used in ROI, you are able to specify templates for a cover sheet and inventory page. When using ROI, the cover sheet and inventory page are generated and released with the rest of the requested information.

Note:

Before assigning templates to a facility, you must first create the appropriate templates using Document Composition in Microsoft Word. For more information on creating ROI templates, see Configuring ROI Templates.

To specify templates for a facility:

  1. From the Facility List dialog box, select a facility.
  2. Click the Templates button. The Template Settings dialog box is displayed.
  3. Select the appropriate template for Cover Sheet and Inventory Page. All system templates are available from each drop-down list.
  4. Click Save to assign the selected templates to the facility.