Retrieving Documents by Document Type - 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

Document Type searches allow you to retrieve documents organized by Document Type.

If Document Types are configured with search parameters (for example, to require a Keyword Value be entered for the Date Keyword Type prior to performing the search), the most restrictive search parameter out of all Document Types selected to search are enforced.

For example, Document Type A is configured to require the entry of a Date Keyword Value in order to perform the search. Document Type B is configured to only warn the user that a Date Keyword Value should be entered prior to the search, but the search can be performed whether a Date Keyword Value is entered. When the search is performed on both Document Types, the search parameter for Document Type A is enforced as it is the most restrictive of the two search parameters configured.

To retrieve documents by Document Type:

  1. Open the Document Retrieval window in one of the following ways:
    • Click Retrieve Documents from the toolbar.

    • Select File | Open | Retrieve Document.

  2. From the Document Type Groups section, select a Document Type Group if you want to narrow the amount of Document Types from which to choose. The Document Types from the selected Document Type Group are displayed in the Document Types section.
    Note:

    Not selecting a Document Type Group displays all available Document Types in the Document Types section.

  3. From the Document Types section, select one or more Document Types from which to search.
  4. Click Find or press Enter to perform the search. One of the following may occur:
    • If documents are found, a list of documents is retrieved and displayed in the Document Search Results pane.

    • If no documents are found, a No Documents Found message is displayed.

    • If you selected one Document Type and it is configured with a search parameter, a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Use Keywords for Document Retrieval. If you are required to enter a document date or date range, see Retrieving Documents By Date.

    • If you selected multiple Document Types, and they are configured with varying search parameters, the most restrictive search parameter is enforced and a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Use Keywords for Document Retrieval. If you are required to enter a document date or date range, see Retrieving Documents By Date.