Viewing and Editing Notes - 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

To view and edit notes:

  1. Perform one of the following:
    • Click View Notes List on the Document tab.

    • Right-click on the information bar of the document and select View Notes List.

    • Click the note count displayed on the information bar of the document.

    The Notes pane is displayed on the Document Information Panel:

  2. To search for specific text contained in the document's notes, enter text in the Find field. The Notes pane automatically displays any notes matching your search criteria. To clear search criteria, click the X in the Find field.
  3. To sort the document's notes, click the following button:

    The following sort options are available:

    Sort Option

    Description

    None

    The document's notes are not sorted.

    Created By (Ascending)

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

    Created By (Descending)

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

    Created Date (Ascending)

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

    Created Date (Descending)

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

  4. Select the note to edit.
  5. Edit the contents of the note.

    Right-click for the following text-editing options:

    Option

    Shortcut

    Description

    Cut

    Ctrl + X

    Click to remove selected text and place it on the clipboard.

    Copy

    Ctrl + C

    Click to retain selected text and place it on the clipboard.

    Paste

    Ctrl + V

    Click to insert the text from the clipboard at the location of the cursor.

  6. Click anywhere outside of the note text-editing area to save your changes.
    Note:

    Changes to notes are saved automatically when you click outside of the note text-editing area. If the document is closed while the cursor is still in the text-editing area of a note, changes to the note may not be saved.

  7. Click the red X to close the Document Information Panel.