Folder Note Types can be configured in either the OnBase Client or OnBase Configuration. The creator of a Folder Note Type also grants other users privileges to view, create, edit, and delete notes based on that Folder Note Type. The creator can also grant other users the right to configure the Folder Note Type.
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To configure Folder Note Types in OnBase Configuration, users must have the Document Configuration right and the Configuration Product Right. See Creating Folder Note Types in OnBase Configuration.
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To configure Folder Note Types in the OnBase Client, users must have the Folder Note Types Product Right. To assign this right to a User Group, see Assigning Product Rights for Folder Notes. To create Folder Note Types in the Client, see Creating Folder Note Types.
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To configure Folder Note Types created by other users, users must also be granted the Configure privilege on those Folder Note Types. Users do not require this privilege to configure Folder Note Types that they have created.