Configuring a Standard Comment - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can configure a list of standard comments for use by your reviewer users. Standard comments can be a convenient way for users to quickly add often-used comments to documents or projects. You can add comments to this list manually, or by importing a text file that contains all desired comments.

To configure your list of standard comments, follow these steps:

  1. Open the Unity Client and select the Plan Review tab. The Plan Review window is displayed.
  2. Select the Standard Comments option from Configuration tab in the ribbon. The Standard Comments dialog box is displayed.
  3. If you have a text file that contains your desired comments, select Import... and browse to the location of your text file, then click Open.
    Note:

    Text files are the only supported file type when importing standard comments from a file.

    Text files to be imported must be in the following format: Tag,Text

    For example:

  4. If you need to manually add one or more comments, enter your comment's name in the Comment Tag field and the comment's text in the Comment Text field, then click Save Comment.
  5. Once your comment list is complete, click Close.