Generating a Document Using a Template - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Integrated-Mode/Generating-a-Document-Using-a-Template - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Depending on your system configuration, you may be able to generate and print documents from an open request using pre-configured templates. Templates have the ability to pull information from a request and compose a unique document based on that information. Once a document is composed, it can be printed.

Note:

Documents generated using this method are temporary. They are not attached to the request in any way, and they are purged from the system after printing is either initiated or canceled.

To compose a document using a template:

  1. From an open request, click the Print Composed Document button from the Release of Information tab.

    The Print Composed Document dialog box is displayed.

  2. Select the template you want to use to compose the document.
  3. Click OK.
    Note:

    You may experience different behaviors, depending on your system settings. If the generated document is displayed, review and choose to accept the document before moving on. If prompted to upload the document, upload the document to the system before moving on, (the document is purged after the process is either canceled or completed). For more information on these contexts, see Working with System-Generated Documents.

  4. The Print dialog box is displayed.
  5. Set print options appropriately and click Print.

    The document is purged from the system once printing is initiated or canceled.

    Note:

    For more information on print options, see Configuring Print Settings.