Retrieving a Cross-Reference Using Highlighted Text - 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

The Highlighted Text Selection method of cross-referencing involves dragging the mouse over the characters on the open document to identify those characters for use in the cross-reference. To highlight text on the open document:

  1. Define the manner in which highlighting is controlled by the mouse. Right-click on the open document, or the document's status bar, and select Method. Then select either Line, Column, or Block.
  2. Locate the desired text on the open document. While holding down the left mouse button, drag the mouse over the desired text (see example).
    • If you select Block, dragging the mouse left-to-right and/or top to bottom highlights the corresponding rows and columns in the document.

    • If you select Line, dragging the mouse over an character in a line highlights the entire line.

    • If you select Column, multiple columns, as well as all lines under those columns, will be highlighted as the mouse is dragged from left-to-right.

    Note:

    Although all Select Methods allow multiple lines to be highlighted, cross-referencing is not permitted across multiple lines, and the error message Cross-Reference cannot span more than 1 line will result. Ensure that highlighted text does not exceed a single row in the document when using the Line or Block methods. Since Column will always highlight multiple lines, it will always result in an error message, and cannot be used for cross-referencing.

  3. After the text is highlighted and the left-mouse button is released, a drop-down menu appears and Cross-Reference can be selected. If a text cross-reference was configured, any additional Character and Space Stripping options defined will be applied to the identified text.