Working with System-Generated Documents - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Working-with-System-Generated-Documents - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

When you execute certain processes within Release of Information, documents may be automatically generated and displayed. Depending on your system configuration, you may be required to take action on these system-generated documents before completing a task.

The below process outlines what to do if you are presented with a preview of the document and or prompted to upload the document:

  1. If the document is displayed, modify the document, if necessary. Depending on your system configuration, the document may be read-only.
  2. Select from the following buttons on the Document Composition tab:

    Button

    Description

    Accept

    Saves the document.

    Note:

    You must accept the document before the selected task can be completed

    Redo

    Starts the document creation process over from the beginning.

    Cancel

    Discards the document.

    Print

    Prints the document.

  3. If applicable, update the values in the Import dialog box.

    Depending on your system configuration, Keyword Values may already be populated. Specify additional Keyword Values, if necessary, and supply any other necessary values to index the document.

  4. Click Import. The document is imported into OnBase.