Adding Notes - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential
  1. While viewing a document, open the Add Note dialog box by performing one of the following actions:
    • Select the Attach Note toolbar button.

    • Click Notes | Add Note from the right-click menu of a text or image document.

    • Select the Document | Add Note menu item.

    • Press Ctrl + N.

    Note:

    Depending on your system's configuration, you may be able to use a keyboard shortcut to create specific Note Types. Contact your system administrator if you have questions about using shortcuts to create notes.

  2. Double-click on the Note Type to add, or select it and click OK. The note window box is displayed.
    Note:

    Any time or date in the note Auto-Name string (top line of the note header) respects the Windows Region and Language settings of the user applying the note at the time the note is added. The time and date in the second line of the note header respect the Windows Region and Language settings of the user currently viewing the note.

  3. Enter text into the note dialog box.
    Note:

    Notes are limited to 249 characters when entering the note text in the OnBase Client. If the note text is entered in the Unity Client or Web Client, the note can contain up to 250 characters, all of which are properly displayed in the OnBase Client.

  4. Click the Minimize icon in the upper right corner to minimize the note window. Your changes are saved and the note is minimized to an icon.