Viewing Stapled Documents - 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

Staple notes are displayed at the bottom of the Document Viewer window as note tabs. A Staple note tab indicates whether the document is the primary document or the secondary document by labeling the note as Staple or Back Staple, respectively.

Note:

Note labels may vary depending on the Auto-Naming conventions for your system.

When the note is open, a dotted line connects the Staple note tab to the Staple note icon on the document.

To view stapled documents:

  1. Double-click the staple note icon on the document. The note window is displayed:

    Staple notes can also be accessed via the Notes dialog box.

  2. Click the View Document button to open the document stapled to the current document.