Saving Note Position - 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

When the note window is first opened, it appears in the note default position on the open document. To change the note position, click and drag the note to a new location. To save the new position, click Save Note Position from the right-click menu.

As you scroll through the open document, the note remains stationary and the document scrolls behind the note, if you remain on the page where the note is positioned.

Note:

When adding a note to a Microsoft Office document, it is considered a best practice to position the note away from the ribbon. Positioning the note on the ribbon will obstruct the note until the ribbon is collapsed.

Note:

This behavior does not apply to OLE, PDF, or HTML form documents, where notes remain positioned in the viewer, regardless of where you scroll.