Adding a Folder Note or Bookmark - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

The following steps describe how to add a note or bookmark to the folder you are currently viewing. Notes allow you to comment on folder contents; bookmarks allow you to quickly jump to a specific page on a specific document in the folder tree.

  1. Navigate to the folder you want to add the note to.
  2. If you are adding a bookmark, navigate to the document and page that you want to bookmark.
  3. From the Folder Notes pane, click the Add Folder Note button.
    The Add Folder Note button is located to the right of the folder name in the Notes Pane.
  4. Select the type of note you want to add. If you are bookmarking a document, select a Note Type that has been configured for bookmarking.

    The Add Folder Note dialog box is displayed.

    The Folder Note dialog box contains a text entry field for entering note text.
  5. Type the note text in the field provided.

    When adding a bookmark, the Auto-Name string of the bookmarked document and the page number on which you are placing the bookmark are displayed in the field by default. This text can be removed or edited as needed.

    Note:

    If you go over 250 characters, the character counter displays the number of excessive characters as a negative number. Also, if you attempt to save the folder note, a message is displayed indicating that you are over the character limit and the folder note cannot be saved.

  6. Click Add. The new note is added to the top of the Folder Notes pane.
    The notes in the list display the user name of the person who created the note, as well as some of the text contained in the note.