Searching for Notes - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

The Note Text Search feature allows you to search documents for notes by Note Type, by note text, or by the creator of the note. The search can also be restricted by the date the note was created.

Note:

Depending on your system's configuration, note searches may be case-sensitive. See your system administrator if you have questions.

To execute a Note Text Search, follow these steps:

  1. From the Document Retrieval dialog box, select the Document Types to search and click Note Search. The Note Text Search dialog box is displayed:
  2. Enter your search terms into the Note Text Search dialog box.

    Option

    Description

    Search text

    Enter the text to search for. The drop-down list displays previous searches performed during the current session.

    Restrict Search to

    Notes can be searched for by Dates, Note Owner or Note Type. Enter the criteria to search for. If these items are not specified, all Note Types are searched according to the text specified in the Search for field.

    Note:

    The Note Owner drop-down list includes users that have been deleted from the system.

  3. Click Find to search the selected Document Type(s) for any notes that match your search term(s).
  4. If any notes matching your search terms are found, they are displayed in the Search for note containing: <Search Term> (<Number of Results>) dialog box.

    Each result listed in the Search for note containing: <Search Term> (<Number of Results>) dialog box displays the internal note number associated with the note and information about the document with which the note is associated, including the Auto-Name string of the document and the page number where the note is located.

  5. Double-click on the search result to open the document to the page where the note is located.