Adding and Modifying Keywords - 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

Use the Add / Modify Keywords dialog box to view or modify the document Keyword Values. Right-click an open document or a document name from a Document Search Results list and select Keywords.

The title line of the Add/Modify Keywords dialog box displays information about the document. The first two lines display the Document Type and document name respectively.

Note:

If this document is checked out by another user, the Keyword Values will not be able to be modified regardless of privileges. The Add / Modify Keywords dialog box will be displayed, but all Keyword Values will be read-only.

Note:

You cannot change Keyword Values on E-Forms that have been signed. When a form is signed, the Add/Modify Keyword dialog box becomes read-only and the re-index menu option is disabled for the form.

Note:

The Add/Modify Keywords dialog box allows you to resize it. Save the resized dialog box by clicking the Save button.