Adding and Modifying Keywords - 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

Use the Add / Modify Keywords dialog box to view or modify the document Keyword Values. Right-click an open document or a document name from a Document Search Results list and select Keywords.

You can also press Ctrl + K while in a search results list or while viewing a document to display the Add/Modify Keywords dialog box. Depending on your user rights, the dialog box may be titled View Keywords instead.

To view or modify an open OLE document's Keyword Values in the Web Client, select Edit | Keywords.

Note:

The Ctrl + K keyboard shortcut is not available for OLE documents.

The title line of the Add/Modify Keywords dialog box displays information about the document. The first two lines display the Document Type and document name respectively.

Note:

If this document is checked out by another user, the Keyword Values will not be able to be modified regardless of privileges. The Add / Modify Keywords dialog box will be displayed, but all Keyword Values will be read-only.

Note:

You cannot change Keyword Values on E-Forms that have been signed. When a form is signed, the Add/Modify Keyword dialog box becomes read-only and the re-index menu option is disabled for the form.