Folder Notes Requirements - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Essential
Premier

Not all folders allow notes. To allow notes, a folder must either:

  • Be based on a Folder Type configured as a parent for folder notes. These parent folders define the branch of the folder tree where notes are allowed.

  • Reside within a parent folder for folder notes.

To work with folder notes, you must have sufficient privileges. If you do not have Folder Note Type privileges, then you cannot create, view, edit, or remove folder notes.