Viewing Notes - Integration for Accela - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela

Platform
OnBase
Product
Integration for Accela
Release
Foundation 24.1
License
Standard
Essential
Premier

You can view notes or annotations using any of the following methods:

  • Right-click a document in the Document Search Results list and click Notes.
  • Select a document in the Document Search Results list, then click the Context Menu button in the upper-right corner and select Notes.
  • Double-click the note's icon from the Document Viewer.

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

  • Double-click the note in the Notes List toolbar.

  • Double-click the Note(s) section or the Highlight(s) section of the status bar.

A Document Viewer with a note tab located at the bottom. The number of notes and highlights is in a rectangle.

If a note or annotation exists on a document, it is listed in the Select Note dialog box.

A Select Note dialog box with one note and one completed stamp.

The list includes the page where the note is found, the note type, the text of the note, and the date the note was created. Click on the column headings to sort the notes by that column.

Open a note by either selecting the note in the Select Notes dialog box and clicking OK, or by double-clicking the note in the Select Note list.

Note:

Depending on your system's configuration, you may be unable to open certain notes in the Select Note dialog box. See your system administrator if you have any questions.