Creating and Deleting Notes on E-Forms - E-Forms - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

E-Forms

Platform
OnBase
Product
E-Forms
Release
Foundation 22.1
License
Premier
Standard

There are two ways to create a Note on E-Forms:

  • Select Document | Create Note on the Client Toolbar.

  • Right-click on the Notes status indicator at the bottom of the open E-Form and select Add Note.

Select the desired Note Type and click Add Note.

The following limitations apply when working with notes in E-Forms:

  • The initial position of a note on an E-Form is saved. If the position of an existing note is changed, the position will only be saved if you right-click on the note and select Save Note Position. Otherwise, the new note position will not be saved.

  • In order to print an E-Form displaying any notes or annotations, the E-Form must be printed from the OnBase print dialog box, not the Web browser's print dialog box. For more information, see Printing E-Forms.

To delete a Note on an E-form, perform one of the following actions:

  • Right-click on the Note Type and select Delete Note.

  • Double-click on the Notes status indicator, right-click on the Note Type and select Delete Note.