Image Markups - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

Image markups allow you to apply comments in the form of graphics or text to an open image document. If you have sufficient privileges, you can permanently save these comments to a new revision of the document.

CAUTION:

If a note, redaction, burned markup, or deficiency is not in the location you expect, do not save or sign the document until the location has been corrected by your system administrator. When the document is saved or signed, the pending redaction, burned markup, or deficiency is permanently placed in the shifted location. The shifting of notes that do not permanently alter the document can be corrected any time by your system administrator.

Note the following considerations for using image markups:

  • You must have sufficient privileges to use image markups.

  • You can add and save image markups on only the most recent revision of a document. Notes and annotations are not transferred to subsequent revisions.

  • Image markups cannot be added to a document that is currently locked.

  • You can apply image markups only to a document belonging to a Document Type that is configured both to allow multiple revisions and to allow image markups.

    Tip:

    Ask your system administrator whether a Document Type allows image markups.

  • Image markups can only be applied to documents with Image or Image Rendered PDF file formats.

  • If you save image markups to a document with an Image Rendered PDF file format, the document is converted to Image file format and can no longer be saved in its native or original PDF format.

In the Unity Client, you can apply image markups to an image document using the Markups tab:

CAUTION:

When applying markups to an image document, do not open the document in multiple Document Viewer windows or panes. If you open a document in multiple Document Viewers, markups can be added to each instance of the document. Adding markups to a document does not refresh the other Document Viewers. Consequently, image markups can be lost.

The following tables describe the tools and buttons available on the Markups tab:

Note:

Markup properties you select in the Markups tab are automatically saved. For example, if you select the Checkmark and then select the color red, the Checkmark color defaults to red next time you select it. These changes are reflected in the OnBase Client as well.

Modify

Description

Save allows you to save all markups on the document as a new revision. The image markups are permanently burned into the document.

Depending on how your system was configured, you may be required to apply a revision stamp with the Revision button before saving image markups. If you attempt to save markups without a revision stamp, OnBase displays a message indicating that a revision stamp is required.

Note:

If you close a document without saving markups, you are prompted to save markups.

Depending on how your system was configured, you may be prompted when you try to save color markups in a black and white image document.

  • Click Save in Color to convert the black and white image document to a color document. This conversion increases the file size of the document.

  • Click Save in Black and White to convert the color markups to black and white.

Undo allows you to undo the last change to a markup. Creating, deleting, modifying color or weight, moving, and re-sizing a markup can all be undone.

Note:

If you modify multiple markups at once (for example, by changing the color or weight), modifications are undone one markup at a time.

Redo allows you to redo the previously undone change. Creating, deleting, modifying color or weight, moving, and re-sizing a markup can all be redone.

When you perform a new action, your history of redone actions is cleared.

Note:

If you modify multiple markups at once (for example, by changing the color or weight), modifications are redone one markup at a time.

Delete allows you to delete all currently selected markups.

Tools

Description

Selection Zoom allows you to zoom in on the selected region of the document. When this button is selected, click on the document and drag the mouse select a region. Release the mouse button to zoom in on the selected region.

Hand Tool allows you to pan, or scroll, the document in any direction. When this button is selected, click on the document and drag the mouse to move the document.

Note:

To pan quickly, hold down the Alt key while moving the mouse.

Select allows you to select a markup on the document.

Clicking the bottom portion of this button displays a drop-down list containing the following:

  • Select Markup allows you to select a markup on the document. Select multiple markups by holding down Ctrl while clicking.

  • Select All Markups allows you to select all markups on the document. You cannot select markups that have been saved to the document.

Line and Shape

Description

Repeat Markup Mode allows you to create the selected markup multiple times without having to re-select it.

Line allows you to draw a straight line. The color is the same as the color selected from Color. The thickness is the same as the thickness selected from Weight.

Rectangle allows you draw an opaque rectangle. The color of the rectangle is the same as the color selected from Color.

Highlight allows you to highlight an area. The highlighted area is the same as the color selected from Color.

Ellipse allows you to draw an ellipse. The outline color is the same as the color selected from Color. The thickness is the same as the thickness selected from Weight.

Arrow allows you to draw an arrow. The color is the same as the color selected from Color. The thickness is the same as the thickness selected from Weight.

Checkmark allows you to place a checkmark on the document. With this tool selected, click anywhere on the document where you want a checkmark displayed. The color is the same as the color selected from Color.

Freehand allows you to draw a freehand line on the document. It simulates writing on the document with a pen. The color is the same as the color selected from Color. The thickness is the same as the thickness selected from Weight.

Weight allows you to select the weight that is applied to the Line, Ellipse, Arrow, and Freehand markups.

Note:

When a Line and Shape tool is selected, the mouse pointer displays the selected tool.

Note:

After you draw an image markup, the image markup selection is cleared. If you hold the Ctrl key while drawing an image markup, you can continue to draw that markup until you release the Ctrl key.

Color

Description

Color allows you to change the color of the selected shape, line, or text. You can select colors from the Current Color Palette, Derived Color Palettes, or Recent Color Palette.

Click Advanced to create a custom color. Custom colors are only available during the current OnBase session. When you close OnBase, custom colors are not retained. The next time you start OnBase, you must create the custom colors again.

Note:

Depending on your configuration, you may only be able to add black or white markups to a black and white image.

Text

Description

Text Box allows you to mark up an area in the document with a text box, which allows you to enter text into an image document. You may also format the text by selecting it and using the font formatting tools on the Markups tab.

After you have finished typing within a text box, click outside of the text box to apply the text to the document.

Revision Stamp allows you to mark up an area of an image document with a text box that contains a revision number, which can be used as the revision identifier of the document. Format the text using the available font formatting tools on the Markups tab. The first revision number applied is 2. The Revision Tool's text box has an opaque white background. When markups are saved, the white background covers any underlying text.

Font allows you to change the font face of text inside a text box.

Font Size allows you to change the font size of text inside a text box.

Note:

Fractional font sizes, such as 10.5, are not supported.

Bold allows you to make the selected text inside a text box bold.

Italic allows you to italicize the selected text inside a text box.

Underline allows you to underline the selected text inside a text box.

Navigation

Description

Previous Markup allows you to select the markup created before the currently selected markup. If no markup is currently selected, or if the first markup is currently selected, this selects the last markup.

Next Markup allows you to select the markup created after the currently selected markup. If no markup is currently selected, or if the last markup is currently selected, this selects the first markup.