Retrieving Documents By Date - 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/Retrieving-Documents-By-Date - 2025-02-04

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Premier
Standard
Essential

When performing a Document Retrieval search, you can filter the search by Document Date.

Note:

In the OnBase Client module, you can set a Default Date or date range to automatically be displayed in the Document Retrieval dialog box, Date section. This is set in the User Options(User | User Options | Retrieval Default Date) menu.

  1. In the Document Retrieval dialog box, use the Dates section to enter a specific date or date range for your search.
  2. In the From: and To: edit fields, enter the date values by either:
    • Typing the date values directly using the following syntax: MM/DD/YYYY, OR

    • Selecting a date from the calendar. To open the calendar, click on the calendar button.

    Note:

    This date value is the Document Date, not the Date Stored.