Deleting a Note in the Notes Dialog Box - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Integration for Epic

Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Standard
Premier
Essential

To delete a note from 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):

      • Select Edit | Notes from the OLE viewer menu.

      • Click Edit on an open note in the Notes pane.

    The Notes dialog box is displayed.

    Example of the Notes dialog box, listing the notes on a sample document.
  2. Select the note to be deleted from the Notes list.
  3. Click Delete Note. You are prompted to confirm the deletion.
  4. Click Yes to delete the note.
    Note:

    If you delete a Staple note from the Notes list on one document, the corresponding staple that was attached to the deleted staple is still displayed on the other corresponding document. If you do not want the staple on the corresponding document, you must delete it also.