Saving a Request to File - 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/Saving-a-Request-to-File - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

After a request has been successfully finalized, the request can be saved to file. This process saves the associated request packets (if available) as well as any automatically generated documents (such as the cover page) to a local or network location you specify.

Depending on the Request Type, the saved packet files may include a cover page, invoice, inventory pages, and requested documents.

Note:

An invoice is only included if one has been generated. For more information on generating an invoice, see Billing a Requester.

CAUTION:

After a request with the status of Pending Delivery has been printed or saved to file for the first time, its status changes to Complete. Once a request is Complete, you cannot update its contents.

To save a request to file:

  1. Open the appropriate request.
  2. Click the Save to File button from the Release of Information tab.

    The Save To File pane is displayed. The number of files that will be saved is displayed to the right of the Save button.

  3. From the File Format drop-down list, select one of the following options:

    • Encrypted PDF- Saves each file as an encrypted PDF, which requires anyone attempting to view the file to provide a password.

    • Unencrypted PDF- Saves each file as a standard PDF. No password is required when you select this option.

  4. If you selected Encrypted PDF, enter a password in the Password field. You will need to provide this password to anyone who should be able to view the resulting files.
  5. To change the name of the file, click the Browse button next to the File Name field. The Save As dialog box is displayed, allowing you to edit the name as desired.
    The File Name field is available only if a single file is being saved. If multiple files are being saved, the files are named based on the associated packet.
  6. To specify the directory in which the file should be saved, click the Browse button next to the Directory field. The Browse For Folder dialog box is displayed, allowing you to select the folder where the file should be saved.
  7. Click Save.
    Note:

    You may experience different behaviors, depending on your system settings. If a system-generated document (e.g., a cover sheet or inventory page) is displayed, you must choose to accept the document before moving on. If you are prompted to upload one or more documents, you must upload them to the system before moving on. For more information on either of these contexts, see Working with System-Generated Documents.