Folder Search Using the Classic File Cabinets 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
  1. Open the File Cabinets window:
    • Click the Open File Cabinets button from the main Client toolbar, or

    • Select File | Open | File Cabinets.

  2. Right-click the Documents or Child Folders pane and select Find Folder.
  3. Select the Folder Type from the Find Folder dialog box.
  4. Enter Keyword Values to narrow your search.
    • 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.

  5. Click Find. 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 on the right side of the File Cabinets window.
    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.

  6. Double-click a folder to view its contents. The folder tree displays the folder's location.