Internal Text Searching Based on Column Index - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier
  1. In the Client module, run the COLD Process with the column index definition.
  2. At the Document Retrieval screen, find all documents for the Document Type configured for column indexing.
  3. Open any of the documents in the search results list. Right-click and select Text Search... to initiate an Internal Text Search.
  4. Select the Column Search checkbox. The Column Index setting drop-down list becomes enabled.
  5. Select a COLUMN INDEX format or configured name from the list (the columns From: and To: are preset for the values set in the configuration of the column index) or select <None> to manually enter values for an ad-hoc column search.
  6. Click View to highlight the selected column.
  7. Click Find to initiate the search.