Working with Notes in the Task Pane - 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

If you have the appropriate privileges, you can view, modify, or delete notes using the Notes pane in the task pane. Notes may contain messages that can be displayed and edited. When working with notes in the task pane, consider the following:

  • If you have the Create privilege for a Note Type but do not have the View privilege for that Note Type, you can create a note of that Note Type on a document. However, once the document is closed, you are no longer able to view the note you created.

  • If you have the Create privilege for a Note Type but do not have the Modify privilege for that Note Type, you can modify the note's text and position only during the same viewing session in which you created the note. Once the document is closed, the note's text becomes read-only. You can reposition the note while viewing the document, but the note will return to its original position once the document is closed.

  • Viewing or modifying the position of notes on PDF documents is not supported in the Unity Client.

Note:

Notes can be added using the Document tab's Notes gallery.