Text Search Using Cross-References - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Essential
Premier

In some cases, you may be able to initiate a text search between two text documents.

To perform a text search, double-click on the word for which you want to search. The system searches for the word in the cross-referenced Document Type. When the word is found, the first instance of it is highlighted in the cross-referenced document.

For example, if you have checking statements and loan reports cross-referenced, you could double-click an amount on the checking statement and the system searches all cross-referenced loan reports for that amount. When the amount is found on a loan report, the loan report opens and the amount is highlighted.

You can search for cross-references set up by Keyword Type, Text Search or both Keyword Type and Text Search.