Adding a Note in the Notes Dialog Box - Integration for Accela - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela

Integration for Accela
Foundation 22.1

The Notes dialog box allows you to add, view, edit, or delete notes on an open document.

To add a note using the Notes dialog box:

  1. Open the Notes dialog box using one of the following methods:
    • Right-click a document in the Document Search Results list and select Notes.

    • Right-click an open document in the document viewer and select Notes | View Notes.

    • Click the Note(s) section of the status bar.

    • From an open OLE document (such as a Microsoft Office document or PDF), do one of the following:

      • Select Edit | Notes from the OLE viewer menu.

      • Click the Add Note button in the Notes pane.

    The Notes dialog box is displayed.

  2. Select a note type from the Note Type drop-down list, and click Add. The new note is added to the Notes list. If the note type is configured to include default text, it is displayed in the Note Text field.
  3. Enter or modify the text of the note in the Note Text field. The character counter displays the remaining characters allowed in the note.
  4. Select the privacy options to enable or disable for the selected note. The following privacy options are located below the Note Text field:

    Note Privacy Option


    Disallow View

    Prohibits all other users from viewing the note.


    If this option is selected, other users can still successfully search for text in the note using the OnBase Client, but they will not be able to view the note.

    Disallow Update

    Prohibits all other users from editing the note.

    Disallow Delete

    Prohibits all other users from deleting the note.


    Depending on the configuration of the note type, you may be unable to modify some privacy options. For more information on note privacy options, see Setting Note Privacy Options.

  5. Click Save to save the note to the document and keep the Notes dialog box open, or click Save and Close to save the note and close the Notes dialog box.