Adding a Folder Note or Bookmark - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder

Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier

The following steps describe how to add a note or bookmark to the folder you are currently viewing. Notes allow you to comment on folder contents; bookmarks allow you to quickly jump to a specific page on a specific document in the folder tree.

  1. Navigate to the folder where you want to add the note.
  2. If you are adding a bookmark, navigate to the document and page that you want to bookmark.
  3. Click the + icon in the upper-right corner of the notes pane to display available Folder Note Types.
  4. Select the type of note you want to add. If you are bookmarking a document, select the Note Type set up for bookmarking. The Add Folder Note dialog box is displayed.
  5. Type the note text in the field provided. When adding a bookmark, the Auto-Name string of the bookmarked document and the page number on which you are placing the bookmark are displayed in the field by default. This text can be removed or edited as needed.
  6. Click Add. The new note is added to the top of the Notes pane.