Viewing and Sorting Folder Notes and Bookmarks - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

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

The following steps describe how to view notes and bookmarks on folders within the current branch of the folder tree. If folder notes are unavailable from the folder you are viewing, ensure the Folder Notes Requirements are met.

  1. Open the folder containing notes or bookmarks.
  2. Click Notes from the ribbon's Folder tab to display the Notes and Bookmarks pane. This pane displays all notes residing on any folder in the current branch of the folder tree.
    Note:

    Two parent folders for folder notes can exist within the same branch of the folder tree. In this scenario, the higher-level parent folder does not display notes residing on folders within the lower-level parent. The lower-level parent folder acts as an isolated container for the notes residing on it and its child folders. This configuration allows multiple sets of notes to exist within a single folder structure. For information about how your folder solution is configured, contact your system administrator.

To search for specific text contained in the folder's notes, enter text in the Find field. The Notes and Bookmarks pane automatically displays any notes matching your search criteria. To clear search criteria, click the X in the Find field. Wildcards do not function in this field.

To sort the folder's notes, click the following button:

The following sort options are available:

Sort Option

Action When Selected

Created By (Ascending)

The folder's notes are sorted by the name of the user that created the note, in ascending order.

Created By (Descending)

The folder's notes are sorted by the name of the user that created the note, in descending order.

Created Date (Ascending)

The folder's notes are sorted by the date and time that the note was created, in ascending order.

Created Date (Descending)

The folder's notes are sorted by the date and time that the note was created, in descending order.

Modified Date (Ascending)

The folder's notes are sorted by the date and time that the note was last modified, in ascending order.

Modified Date (Descending)

The folder's notes are sorted by the date and time that the note was last modified, in descending order.

Note Type (Ascending)

The folder's notes are sorted by the Note Type, in ascending order.

Note Type (Descending)

The folder's notes are sorted by the Note Type, in descending order.