Printing E-Forms - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

If you have rights to print E-Form documents, prior to printing an E-Form, you can select an optimized print layout for the form. This process renders the E-Form in a more print-friendly layout.

To optimize an E-Form for printing:

  1. Open the context menu by doing one of the following:
    • Right-click on an open E-Form in the Document Viewer.
    • Click the menu button () on the Document Viewer pane while an E-Form is open.
  2. Select the Print menu option. The E-Form is displayed in a new window:
    Print Options dialog box, with the Print Options in the left panel and the E-Form displayed in the right panel

    From this window, you can select an optimized print layout for the E-Form. By default, the Browser Layout print option is selected. This option prints the E-Form as it is rendered by your Web browser. A preview of how the E-Form will print is displayed on the right side of the screen.

  3. To choose an optimized print layout, select Optimized Layout. The following options become available:
    • In-Place: Removes the form field boxes from the print view, leaving behind the text values from the form fields. The styling of the E-Form is retained.

    • Row-Based: Removes the styling of the E-Form, leaving behind only the form field titles and their field values.

    • Tabular-Based: Removes the styling of the E-Form, and places the form field titles and their field values into a table layout.

    The E-Form print preview is updated based on the optimized layout setting that you select.

  4. Select an option in Note Options to specify how to print notes on the E-Form:
    Note:

    The Note Options are not available for row-based or tabular-based optimized layouts.

    • The Do not print option does not allow notes to be printed on the E-Form.

    • The Print annotations on document option prints the note annotation (graphical representation of a note) on the E-Form.

    • The Print note windows on document option prints the title and text of any notes in that note's location on the E-Form, the name of the user that created the note, and the date and time it was created.

    The E-Form print preview is updated based on the Note Options that you select.

  5. Select the Include note text after document option to print the title and text of any notes, the name of the user that created the note, and the date and time it was created below the printed form field titles and values.
    Note:

    The Include note text after document option is only available for row-based or tabular-based optimized layouts.

  6. When you are finished selecting a print layout, click Print. Your Web browser's print dialog box is displayed.
  7. Click Print to continue printing the document.