Select Printed Documents to Attach 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/Select-Printed-Documents-to-Attach-to-a-Request - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Documents that are printed with the Virtual Print Driver and are not attached to a request upon being uploaded can be manually selected and attached to the request.

To select and attach documents printed with the Virtual Print Driver:

  1. From an open request, click the Add From Virtual Print Gallery button in the Release of Information ribbon.
    Note:

    The appearance of the Add From Virtual Print Gallery button differs based on licensing.

    The Add From Virtual Print Gallery dialog box is displayed. Documents printed and uploaded with the Virtual Print Driver are displayed in the Available Documents list by the date and time they were added in descending order.

    Depending on your rights, some documents may be filtered from the Available Documents list. The following icon is displayed in the upper right-hand corner of the Available Documents list in this scenario:

    Note:

    For more information on Document Type rights, contact your system administrator.

  2. Narrow the results in the Available Documents list using the following drop-down lists:

    Drop-down List

    Description

    Printed By

    Displays only documents printed by the selected user. By default, your User Name is selected. Available users include only those who have printed documents using the Virtual Print Driver.

    To view documents printed by all users, select All.

    From

    Displays only documents printed within the selected time frame. By default, Today is selected.

    To view documents printed at any time, select All. You can also select to view documents printed in the Last 7 Days or Last 30 Days.

    Tip:

    To update the list at any time, click the Refresh button. This option is also available from the right-click context menu.

  3. Do one of the following:
    • Click each document you would like to add to the request.

    • Click the Select All button to select all available documents.

      You can also press Ctrl + A to select all available documents. This option is also available from the right-click context menu.

    For information on previewing documents before attaching them, see the Previewing Printed Documents Before Attaching Them to a Request section.

    To deselect selected documents, click each document again, or click the Clear Selection button to deselect all selected documents.

    This option is also available from the right-click context menu.

    Note:

    Filtering the list of available documents deselects any document filtered out of the list. For example, you select Document A and Document B. Upon changing the User Name in the Printed By drop-down list, Document B is no longer displayed. At this time, Document B is not selected. It must be filtered back into the list and selected again to be attached to the request.

  4. Once you have selected the appropriate documents, do one of the following:
    • Click the Move To Request button to attach the selected documents to the request and remove them from the Available Documents list.

      This option is also available from the right-click context menu.

      Note:

      If you close the request without saving it after moving selected documents, the selected documents are available the next time you access the Add From Virtual Print Gallery dialog box. Documents are only permanently removed from the Available Documents list after the request has been saved.

    • Click the Copy To Request button to attach the selected documents to the request. The documents remain in the Available Documents list.

      This option is also available from the right-click context menu.

    The documents are attached to the request and can be viewed in the Attachments layout.

  5. Save the request. If you exit the request without saving these changes, the documents are removed from the request. Any documents removed from a request in this type of scenario become available to add to a request the next time you access the Add From Virtual Print Gallery dialog box.