Previewing the PDF Packet - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Completing-and-Exporting-a-Request/Previewing-the-PDF-Packet - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Before printing or saving a request to file, you may want to preview the associated PDF packets to ensure all of the desired documents are included and in the appropriate release order. You can also view packets after the associated request has been completed.

You can view a PDF packet only after it has been generated by the ROI Packet Generation service.

To view the PDF packets associated with a request:

  1. Open the appropriate request.
  2. Click the Packet Preview or View Packet button from the ribbon. The button's label varies depending on whether the request is completed.

    The Packet Preview view is displayed.

    • If the request has the Separate By Chart option enabled, then the request may be associated with multiple packets. Select a packet from the left pane to display it in the viewer. If packet generation is in progress, the progress is displayed as a percentage next to the packet name.

    • The PDF packet is displayed according to system-specified settings and may contain additional formatting, such as page numbers, black-and-white or color pages, and page headers.

    • The PDF packet contain a bookmark for each document. To navigate to a specific document in the packet, display the bookmark panel of the PDF reader and click the desired document.

    Note:

    Notes attached to a document are not displayed on the document itself but rather on a separate page after the document. If a note is not included on this page, its Note Type may be configured to never be printed.