Automatically Attach Incoming Documents to a Request - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/ROI-and-the-Virtual-Print-Driver/Automatically-Attach-Incoming-Documents-to-a-Request - 2023-12-11

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

Once a document is printed and uploaded using the Virtual Print Driver, it can automatically be attached to a request. You can also choose to have all incoming documents printed with the Virtual Print Driver to be automatically attached to an open request during a given session.

Note:

For more information on printing and uploading documents to OnBase using the Virtual Print Driver, see the Unity Client usage information in the Virtual Print Driver documentation.

To automatically attach a document to a request using the Virtual Print Driver:

  1. Open the ROI request(s) you would like to attach documents to.
  2. Print a document using the Virtual Print Driver.
  3. Follow the prompts to import the document into OnBase.
  4. The Attach to ROI Request dialog box is displayed after the document is imported.
  5. Select the request you would like the document to be attached to.
    If you do not want to add the document to one of the listed requests, click Skip. The document is then available to select and add to a request by clicking the Add From Virtual Print Gallery button from an open request. For more information, see the Select Printed Documents to Attach to a Request section.
  6. Do one of the following:

    • To attach the incoming document to the request, click Attach.

    • To attach the incoming document and all future incoming documents to the selected request while the request remains open, select Automatically attach future incoming documents to the selected ROI request, and then click Attach.

      Note:

      When you select Automatically attach future incoming documents to the selected ROI request and click Attach, the Attach to ROI Request dialog is not displayed again until you either close the selected request, open another request, create a new request, or log out and log back in.

    Depending on options you selected during the upload process, the document may be displayed in a new window. You can close the document after clicking either Attach or Skip in the Attach to ROI Request dialog box.

  7. Save the request.
    If you exit the request without saving these changes, the newly added documents are removed from the request. You can add them back to the request by clicking the Add From Virtual Print Gallery button. For more information, see the Select Printed Documents to Attach to a Request section.