Selecting Values by which to Retrieve Cross-Referenced Documents - 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
  1. When retrieving cross-referenced documents, if the Multiple values dialog box displays, select the values by you wish to retrieve.
    • Click a value to select it.

    • Select as many values as you want for the search.

  2. Elect to retrieve only those cross-referenced documents that contain both values by selecting Returned Documents Must Have All Selected Values.
  3. If you want to use the selected values to retrieve documents for all Document Types assigned to the cross-reference, select Use selected keyword values to search across all assigned Document Types. If multiple Document Types are assigned and you do not select this option, this dialog box displays for each Document Type, allowing you to select different values for different Document Types.
    Note:

    To cancel the cross-reference, click Close with no Keyword Values selected. The Cross-Reference Information dialog box asks whether you want to quit. Click Yes. If multiple Document Types are assigned, you must close the Multiple values found for dialog box for each one.