Viewing Stapled Documents - 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

Staple notes are displayed at the bottom of the Document Viewer window as note tabs. A Staple note tab indicates whether the document is the primary document or the secondary document by labeling the note as Staple or Back Staple, respectively.

A Staple tab indicates the initial document.
A Back Staple tab indicates the secondary document.
Note:

Note labels may vary depending on the Auto-Naming conventions for your system.

When the note is open, a dotted line connects the Staple note tab to the Staple note icon on the document.

An example shows a dotted line connecting the Staple note tab to the Staple note icon on the document.

To view stapled documents:

  1. Double-click the staple note icon on the document. The note window is displayed:
    The Staple note window shows information about the current document, and which document it is stapled to.

    Staple notes can also be accessed via the Notes dialog box.

  2. Click the View Document button to open the document stapled to the current document.