Executing a Document Usage Search - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Client/Foundation-23.1/Client/Usage/Retrieving-a-Document/Executing-a-Document-Usage-Search - 2025-02-04

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Premier
Standard
Essential

The Document Retrieval dialog box includes a Usage Search button that allows you to track the use of selected documents, and determine the document's usefulness.

Note:

The Usage Search... button is not available in the Classic Retrieval Window User Option.

Usage Search results include the following information:

  • Departments that typically use the document

  • Source of Document

  • Business Usage

  • Workflows that use this Document

To search for and view the usage data for a selected Document Type:

  1. In the Document Retrieval dialog box, select a Document Type Group or Document Type.
  2. Click the Usage Search... button.
  3. The Document Type Usage Search dialog box displays. This dialog box requires you to enter values that may be included in usage data for the selected Document Type. For example, you might enter the word shipping in order to view departmental access to Packing Slips documents in the Accounts Payable Document Type Group.

    Click Search. The Document Type Usage Search results window displays.

  4. In this example, the search found one usage data set for AP- Packing Slips. Select the Document Type and click the Show Usage button to view the document's usage information.
  5. The Document Usage dialog box displays.