Saving Documents to Files - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Essential
Premier

If you have the appropriate user rights, you can save the document that you are viewing to a file that you can access on your computer system or through a network connection.

The ways in which you can save a document to a file are based on whether the document is open, as well as file type of the document:

  • From a Document Search Results list, or an open text or image document:

    • Right-click and select Send To | File, or

    • Click the Send To button on the Document tab and select File.

    Tip:

    You can select multiple documents to save by holding down the Ctrl key while clicking.

  • From an open E-Form, HTML document, or OLE document, click the Send To button on the Document tab and select File.

Note:

Rotating an image without saving the rotation before sending it to file will not save the newest rotation.

Certain special characters are not supported in file names. If these characters appear in the document's Auto-Name string, they are replaced with a space or substituted with other characters that are supported. The following special characters are replaced with a space: @ # $ % ^ & = { } [ ] : " ; ' < >. Character substitutions are as follows:

Auto-Name Character

Substitution

*

+

?

!

/

-

\

-

|

!

To save a document to a file:

  1. Right-click and select Send To | File, or click the Send To button on the Document tab and select File.
  2. The Send To File pane is displayed:
  3. Select one of the following options from the File Format of Attachment drop-down list:

    File Format of Attachment

    Description

    Default/TIFF Format

    Saves the document as a TIFF file.

    Available for documents with any of the following file formats:

    • Image file format

    • PCL

    • PCL with overlay

    • Text report format

    • Text report format with overlay

    Unencrypted PDF

    Saves the document as a PDF file.

    Available for documents with any of the following file formats:

    • Image file format

    • PCL

    • PCL with overlay

    • Text report format

    • Text report format with overlay

    Encrypted PDF

    Saves the document as an encrypted PDF file. Upon choosing this Content Type, you will be prompted to enter a password, which will need to be entered upon opening the file.

    Available for documents with any of the following file formats:

    • Image file format

    • PCL

    • PCL with overlay

    • Text report format

    • Text report format with overlay

    Native Format

    Saves the document in the format in which it is stored in OnBase, such as Word documents, PDFs, uncompressed text documents, and most image documents.

    The following limitations apply when using the Native Format option:

    • Overlays are not applied.

    • This option is unavailable for multi-page image documents, including TIFFs and GIFs.

    • When saving a Unity Form using Native Format, attachment controls, images, drawing controls, and signature controls are not supported and do not function in this context. Choosing Default/TIFF Format will display these controls.

    Text Format

    Saves the document as a .txt file.

    Available for documents with compressed text file formats. This includes documents imported with COLD or documents with the .ctx file type.

    Note:

    An Image Rendered PDF document can be saved in its native format as long as no modifications have been made to the document. Once the document has been modified (e.g., an image markup has been applied, or pages have been moved or deleted), the document can no longer be saved in its native format.

    If you are saving an encrypted PDF, you are required to type an encryption password in the Password field, which is displayed below the File Format of Attachment field in the Send to File pane. This password is case-sensitive and can include alphanumeric or special characters. It cannot contain Unicode characters.

    CAUTION:

    If you lose or forget the encryption password, it cannot be recovered.

  4. Select one of the following from the Settings drop-down list:

    Settings

    Description

    Send All Pages

    All pages in the selected document will be saved.

    Send Custom Range

    The page(s) specified in the Pages field will be saved. Enter page numbers and/or page ranges, separated by commas. For example: 1,3,5-12.

    Note:

    This option is unavailable when File Format of Attachment is set to Native Format.

  5. If you are saving a document containing notes or annotations, the Note Options drop-down list is available. Select either of the following:

    Option

    Description

    Annotation and/or Note Icon On Document

    The document is saved with any annotations and note icons displayed on the document. If you move a note before saving the document, the note is displayed in its last saved location. Note locations are saved when a document is closed.

    Note Text On Document

    The document is saved with the title and text of any notes in that note's location on the document, along with the name of the user that created the note and the date and time it was created. If this option is selected with Annotation and/or Note Icon On Document, the text is displayed below the icon. If you move a note before saving the document, the note is displayed in its last saved location. Note locations are saved when a document is closed.

    Note:

    This option is not respected by Overlapped Text annotations.

  6. To change the file name the document is saved as, click the Browse button:

    Enter a new name for the file and click Save.

  7. To change the location where the document should be saved, click the Browse button:

    The Browse For Folder dialog box is displayed. Browse to a new location and click OK, or click Make New Folder to create a new folder in the current directory.

  8. When sending multiple image or text documents, the Apply Settings to Subsequent Documents check box is available.

    When it is selected, the File Format of Attachment selection is applied to all subsequent documents. The Settings drop-down list and Pages field are not available. The Note Options drop-down list is only available if the first selected document contains notes.

    When it is not selected, you are required to repeats steps 3 through 5 for each document. Navigate through the documents using the Next Document button:

  9. Click Save. A confirmation is displayed in the Send To File pane:
  10. The document is saved to the selected location using the chosen document name as the file name.