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

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Essential
Premier

Not all folders allow notes. To allow notes, a folder must satisfy one of the following requirements:

  • The folder is based on a Folder Type configured as a parent for folder notes. These parent folders define the branch of the folder tree where notes are allowed.

  • The folder resides within a parent folder for folder notes.

Folder notes are available only from the advanced File Cabinets window. For information about accessing the advanced File Cabinets window, see Advanced File Cabinets Window.

To work with folder notes, you must have sufficient privileges. Without Folder Note Type privileges, you cannot create or view folder notes.