Folder Search Using the Advanced File Cabinets Window - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

• Click the Open File Cabinets button from the main Client toolbar.

• Select File | Open | File Cabinets.

The Find Folder dialog box is displayed.

• If a Folder Type requires a Keyword Value for searching, the required Keyword Type is displayed in red.

• To add another instance of an individual Keyword Type, double-click the Keyword Type's name or press F6.

• If the folder uses a Multi-Instance Keyword Type Group, the Keyword Type fields are in a collapsed state. Expand them by clicking the symbol to the left of the Keyword Type Group's name or by pressing Ctrl + O. To add another instance of the Keyword Type Group, double-click the Keyword Type Group's name.

• OnBase returns all matching folders that you have rights to view, regardless of the associated file cabinet. The results of a folder search are displayed in the Search Results pane, which replaces the Child Folders pane.

  

• If only one folder matches the search criteria, it is opened automatically.

  Note:

  A search may return the same folder multiple times if the folder is indexed with multiple instances of a Keyword Type Group and each instance has the same value for a Keyword Type used in your search.

To remove a selected search from the File Cabinets window, right-click it and select Remove From List. This option works only for searches with multiple results. If only one folder was returned, selecting the search takes you immediately to the folder.