Viewing a Document in the Notes Dialog Box - 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

While working in the Notes dialog box, you can click the Show Document button to view the document alongside the notes in the dialog box.

The Notes dialog box, with the Show Document button highlighted.

Click Hide Document to hide the document and show only the notes in the dialog box.

The Notes dialog box with the document displayed alongside the notes. The Hide Document button is highlighted.

Note the following limitations with viewing a document alongside notes in the Notes dialog box:

  • Notes can only be added to the first page of a multi-page document in the Notes dialog box.

  • Annotations cannot be drawn on a document being viewed in the Notes dialog box.

To accomplish any of these actions, perform them in the Document Viewer, not in the Notes dialog box.