Notes - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Essential
Standard
Premier
Note:

Notes are limited to 250 characters.

Notes are available from the Notes gallery when a document is opened in the OnBase viewer or selected in the Document Search Results list.

  1. On the Document tab, in Notes, select the type of note.
  2. If you are adding a note to an open text or image document, click on the document to place the note. The note is displayed and expanded on the document. Type text in the note's text field as necessary.
    If you are adding a note to a document in the Document Search Results list, or an open OLE document or E-Form, the Notes pane is displayed. If necessary, type text for the note. Click Close.
  3. To delete a note, perform one of the following:

    • Select the note and click Delete Note in the Notes gallery.

    • Right-click the note in the Notes pane and select Delete Note.

    Note:

    To toggle whether all notes are shown or not, right-click and select Show / Hide Notes in Viewer.