Notes Pane Viewer for OLE Documents - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

The OLE document viewer is used to display OLE documents, such as Microsoft Office documents and PDF documents (depending on your configuration). When a document is opened in the OLE document viewer, the notes on the document are listed in the Notes pane of the viewer. This pane displays all of the notes on the document.

The following functions are available in the Notes pane of the document viewer:

  • To expand a note and view its contents, click the note in the Notes pane. Click the heading of the note again to collapse the note.

  • To view additional information on a note, expand it and then click More. The note's icon, creation date and time, and creator's user name are displayed.

  • To edit a note, expand the note and click Edit. The Notes dialog box is displayed, which allows you to edit the note.

  • To add a new note, click the Add Note button at the top of the Notes pane. The Notes dialog box is displayed, which allows you to create a new note.

  • To expand all notes, click the Expand All button at the top of the Notes pane. Click the button again to collapse all notes.

  • To filter the list of notes, click the filter button at the top of the Notes pane and enter search terms into the Note Text field. The list is filtered to display only the notes that contain matching text. Click the red X to remove the filter.

  • To add a note, either click the Add Note button if it is displayed in the Notes pane, or click the Note(s) section of the status bar.