Viewing or Modifying Notes - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

When minimized, a note is displayed as an icon. To view notes and their contents from an open document, double-click on the note icon or open the Select Note dialog box.

The Select Note dialog box displays a list of notes in the document. Double-click on a note in the list to open the document and display the page that contains the note. To open the Select Note dialog box, perform one of the following actions:

  • Click on the Open Note toolbar button.

  • Right-click on the document and choose Notes | View Notes, or select Document | View Notes from the main menu bar.

  • Double-click the Note(s) area of the status bar at the bottom of the document window.

Tip:

The Select Note dialog box can be used as a list of bookmarks for a document. By adding a section title at the beginning of each note, such as “Overview,” “Table of Contents,” etc., and placing the note at the beginning of that section, you can view a list of sections in the Select Note dialog box. Clicking on a note scrolls the document so that area is displayed.

Note:

Depending on your system's configuration, you may be unable to open certain notes in the Select Note dialog box. See your system administrator if you have any questions.