Folder Notes - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Essential
Standard
Premier

Folder notes allow users to efficiently navigate folders and find specific information about their contents. Like physical notes on paper folders, folder notes in OnBase can provide additional information about a folder's contents, or they can act as bookmarks to help users quickly find a document. By providing users the information they need at a glance, folder notes can save users time spent searching through every document in a folder.

  • In the OnBase Client, folder notes are displayed in the Folder Notes pane of the advanced File Cabinets window.

  • In the Unity Client, they are displayed in the Notes and Bookmarks pane.

In each client, the pane displays all notes residing on any folder within the current parent folder for notes. If a note is configured as a bookmark, then users can click the note to quickly jump to a specific page of a bookmarked document residing in another folder.

Folder Note Types are configured in OnBase Configuration by an administrator or in the OnBase Client module by users who have the Folder Note Types Product Right. This Product Right allows users to create Folder Note Types and assign Folder Note Type privileges to the appropriate users. By empowering users to create Folder Note Types in the OnBase Client, you do not have to configure them yourself or give another User Group access to the Configuration module.

Note:

Folder notes can be both viewed and created in the Unity Client and Web Client, but the Folder Note Types on which the notes are based cannot be configured there. For more differences between client applications, see Folder Feature Support.