Add a Note - Archive Services for Microsoft SharePoint - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Archive Services for Microsoft SharePoint

Platform
OnBase
Product
Archive Services for Microsoft SharePoint
Release
Foundation 22.1
License
Standard
Essential
Premier

Users with privileges to create notes can add new notes to documents from the Add Note dialog box. Users can only add notes of the type(s) that his or her User Group(s) has rights to create.

Note:

You cannot add annotations to HTML documents.

To create a note:

  1. Right-click on the document and select Note | Add Note, or press Ctrl + N. The Add Note dialog box lists the available Note Types.
    Note:

    The Ctrl + N shortcut is not supported in Chrome.

  2. Select a Note Type and double-click, or click OK to add the note.

    The note is placed in the upper left-hand corner of the document. You can move the note by clicking and dragging the note or note icon on the document. The new position of the note is saved when an action is performed in either the document viewer toolbar or the right-click menu.

  3. Edit or type a message in the note's text box. Notes are limited to 250 characters.
    • To minimize a note on an HTML document, double-click the note's title bar. The note's icon is displayed while the note is minimized. To view the note's text, double-click the note's icon.

    • To delete a note from an HTML document, click the X in the note's title bar. Click Yes to verify that you want to delete the note.

    • To change the note type, right-click the note and select Change Note Type. Select a new note type for the note.