Using the Document Retrieval Window - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential

There are a variety of methods available for retrieving documents. The Document Retrieval dialog box is the most common method, as it allows you to search for documents based on Document Type Group, Document Type, Document Date, Keyword Values, and document contents such as text and note text.

To perform a basic Document Retrieval search, follow these steps:

  1. Click the Retrieve Documents toolbar button or select File | Open | Retrieve Document. The Document Retrieval dialog box is displayed.
  2. Specify one or more of the following search criteria:
    • Document Types or Document Type Groups

    • Document Date

    • Keyword Values

  3. Click Find.
  4. Documents that match your query is displayed in the Document Search Results window. In addition, a list of previous searches is displayed on the left side of this dialog box.
    Note:

    To view the results of a previous search, click on the item in the left pane.

  5. Double-click on the document you are searching for to open the document.
    Note:

    For more information on using the Document Retrieval window, see Retrieving Documents (Advanced).