Using Notes and Bookmarks on Folders - 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

Folder notes are displayed in the Folder Notes pane of the advanced File Cabinets window. Even if the Folder Notes pane is closed, it is automatically displayed when you open a folder that allows folder notes. When you view a folder that allows notes, the pane displays all notes residing on any folder in the same branch of the folder tree.

Note:

Two parent folders for folder notes can exist within the same branch of the folder tree. In this scenario, the higher-level parent folder does not display notes residing on folders within the lower-level parent. The lower-level parent folder acts as an isolated container for the notes residing on it and its child folders. This configuration allows multiple sets of notes to exist within a single folder structure. For information about how your folder solution is configured, contact your system administrator.

If you have sufficient privileges, you can add, edit, or remove folder notes. See the following table for information about performing these tasks. If folder notes are unavailable from the folder you are viewing, ensure the Folder Notes Requirements are met.

Task

Procedure

Add Comments and Bookmarks to Folders

  1. Open the advanced File Cabinets window.

  2. Open the folder where you want to add the note.

  3. If you are adding a bookmark, navigate to the document and page that you want to bookmark.

  4. If the Folder Notes pane is not displayed, right-click any pane's caption and select Folder Notes.

  5. Right-click in the Folder Notes pane and select the type of note you want to add.

    If you are adding a bookmark, select the Note Type set up to bookmark documents.

  6. Type the note text in the field provided.

    If you are adding a bookmark, the Auto-Name of the bookmarked document is already entered.

  7. Click OK. The new note is added to the top of the list.

Open a Note

To view a note's content and when it was created, click the + on the left side of the note.

Note:

The date and time reflect the regional settings of the workstation from which the note was created.

View a Bookmarked Document

To quickly retrieve a bookmarked document, click the Go to Page button from the bookmark in the Folder Notes pane. This button is available only on bookmarks; it is not available on standard notes.

Note:

If an error is displayed, the document may have been removed from the folder, deleted from OnBase, filtered from the documents list, or you may lack privileges to the document.

Edit Existing Notes

To edit a note, click the Edit button from the note in the Folder Notes pane. Edit the text as needed, and then click OK.

Delete Notes

To delete a note, click the Delete button from the note in the Folder Notes pane. Click Yes when prompted.