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.