Adding Notes to Folders - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

Notes regarding any customer interactions that have taken place can be added to Document Tracking folders and existing notes can be viewed.

Note: You must have sufficient privileges to add notes. See Configuring Folder Note Types.

To add a note to a Document Tracking folder:

  1. Perform one of the following:
    • From the Document Tracking layout, select a Document Tracking folder and click New Note from the Notes ribbon group.

    • From the Documents layout, click New Note from the Folder tab Notes ribbon group. For more information on accessing the Documents layout, see Working with Documents.

  2. The New Note dialog box is displayed:
  3. Select a Follow-Up Date.
  4. Enter information regarding the customer interaction in the text field. Depending on your configuration, you may be able to select a pre-configured note from the drop-down list. You can modify the pre-configured note text if necessary.
  5. Click OK.

After adding notes to a Document Tracking folder, you can view existing notes by performing one of the following:

  • From the Document Tracking layout:

    • Right-click a folder and select View Notes.

    • Select a folder and click View Notes from the Notes ribbon group.

  • From the Documents layout:

    • Right-click a child folder and select View Notes.

    • Select a child folder and click View Notes from the Folder tab Notes ribbon group.

Note:

For more information on accessing the Documents layout, see Working with Documents.

The Notes pane is displayed and any existing notes on the Document Tracking folder are listed: