Adding Notes - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop

Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

If you have sufficient privileges, you can add notes to a document. Notes typically provide additional information about a document for other users to see.

Note:

If you have privileges to create a note but lack privileges to modify it, you can modify the text and position of the note immediately after you create it, but not after you navigate away from the document.

To add a note to a document:

  1. Right-click on the open document and select Notes | Add Note. The Add Note dialog box is displayed.
  2. Select a Note Type.
  3. Click OK. The note is placed in the upper-left corner of the document. You can move the note by clicking and dragging the note icon on the document.
  4. Update the note text as needed.