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:
- If the document is displayed, modify the document, if necessary. Depending on your system configuration, the document may be read-only.
-
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.
-
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.
- Click Import. The document is imported into OnBase.