Changing the Note Type - Integration for Accela - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela

Platform
OnBase
Product
Integration for Accela
Release
Foundation 22.1
License
Standard
Essential
Premier

To change the Note Type of an existing note, navigate to the page of the document the note appears on, and do one of the following:

  • Right-click on the note title bar and select Change Note Type.

  • Right-click the note in the Notes List toolbar and select Change Note Type.

Note:

The Change Note Type option in the Notes List toolbar is only available when the page the note belongs to is displayed in the Document Viewer. For example, the option is not available if page 1 is displayed, and the note you right-click is on page 2.

Select the new type of note from the Change Note Type dialog box and click OK.