Retrieving Documents - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder

Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier

Document Retrieval is used to retrieve documents, files and other content stored within the system.

  1. Do one of the following:
    • Go to the Master Screen with a list of sources and select the source you are interested in.
    • Select a preconfigured tile to go to the source directly.
    • Use your own bookmark to go to the source directly.
  2. On the list of sources, select a source that you are interested in. If you used a direct link, the source is already selected.
    Note:

    The Workflow queue source type has a number of documents in a queue shown next to the source name.

    The source is highlighted and a keyword panel is displayed.
  3. Put in the keywords in the keyword panel, marked in red in the image below:
    You can use operators to narrow down your search. For details, see Keyword Operators and Extended Search Features.
  4. Click Search.
    The results are displayed on a result list.
  5. You can use the following interface options to further narrow down your search:
    • A: Use the field with the looking glass icon to search for a particular word.
    • B: Use the No Grouping field to allow grouping document by its properties. Once grouping is selected, the field is changed to the chosen grouping type.
    • C: Use the arrow in the column name field to change the sorting order.
  6. To open a document in a Document Viewer, click it once. See Viewing Documents for further support.
  7. If you wish to start a new search or you are not satisfied with the results, you can use the Clear All button to clear the keywords.