Configuring Note Type Icons - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Essential
Standard
Premier

Create a representative icon for your created Note Type using the Icons for dialog box. If you do not assign an icon to the Note Type, a default icon of a yellow note is used. Default note icons are not displayed when selecting to email note icons with a document.

Note:

You must assign an icon to the Note Type when configuring Icon Stamp Note Types.

Note:

The icons for the Staple and Back Staple Note Types cannot be changed.

To configure the icon of a Note Type:

  1. In the Configuration module, Select Document | Note Types. The Note Type Configuration dialog box is displayed.
  2. Select the Note Type.
  3. Click Icon to open the Icons for [Note Type] dialog box.
  4. Select an icon from each drop-down to represent the selected Note Type.
    • Icon displays with the Note Type when it is applied on a document.

    • Small Icon displays with the Note Type list in OnBase when you right-click on a selected or open document and click View Notes.

  5. Click Save.