Create Note - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Adds a note or annotation of the specified type to the document. You can configure the text contained in the note.

CAUTION:

If a note, redaction, burned markup, or deficiency is not in the location you expect, do not save or sign the document until the location has been corrected by your system administrator. When the document is saved or signed, the pending redaction, burned markup, or deficiency is permanently placed in the shifted location. The shifting of notes that do not permanently alter the document can be corrected any time by your system administrator.

Note:

Note text is limited to 250 characters.

In order for this action to complete successfully, the document's file format must be compatible with the type of note or annotation to be placed on it. The following table illustrates what file formats are compatible with what type of notes and annotations. See the System Administration documentation for more information about notes and annotations.

File Format

Compatible Note/Annotation Formats

Text Document

All notes are compatible.

The following annotations are not compatible:

  • arrow

  • overlapped text

  • ellipse

Image Document

All notes are compatible

All annotations are compatible.

All other document formats (including E-Form, PDF, Microsoft Word, and HTML)

All notes are compatible.

Annotations are not compatible.

Note:

When adding a note to a document with multiple pages, the note is added to the first page.

Note:

The note will be added to the newest revision of the document.