Working with Folder Notes - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Premier
Essential

Folder notes help you efficiently navigate folders and find specific information about their contents. Like notes on paper folders, folder notes in OnBase can provide additional information about a folder's contents, or they can act as bookmarks to let you quickly find a document. Different note colors can help you find important or related notes. By providing the information you need at a glance, folder notes can save you time otherwise spent searching through every document in a folder.

For example, suppose you have case file that contains multiple subfolders. In OnBase, the case file folders can be set up as containers for folder notes, allowing you to comment on and add bookmarks to any document in any folder in the case file. Other users with permissions to view these notes can immediately see them upon opening the case file.

Depending on your privileges, you may be able to create the Folder Note Types on which folder notes are based. This privilege lets you create Folder Note Types from within the OnBase Client. When creating a Folder Note Type, you can decide whether other OnBase users may view or modify notes based on that type. You can also choose whether the notes will act as a bookmarks.

Note:

Folder notes can be both viewed and created in both the OnBase Client (advanced File Cabinets window), Web Client, and Unity Client. Folder notes cannot be viewed or created from the classic File Cabinets window.