Specifying a Date Range for Document Retrieval - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential

You can specify a date range that allows users to only retrieve documents that were archived within a specified number of days from the current day.

The document retrieval date range is configured at the Document Type level; this allows you to specify a different retrieval date range for Document Types or to specify a retrieval date range for some Document Types and not others.

To configure a document retrieval date range:

  1. In the Front Office Scanning configuration file, locate the DocTypes element.
  2. Identify the DocType sub-element associated with the Document Type you are configuring the retrieval date range for.
  3. Within the DocType sub-element, locate the DateRangeDays setting. If this value is not present, add it to the DocType sub-element.
  4. Set the DateRangeDays setting to the number of days prior to the present day that document retrieval is allowed for. For example:
    DateRangeDays="30"

    In this example, only documents archived in OnBase in the last 30 days can be retrieved from the Front Office Scanning client.

    If DateRangeDays is set to 0, then only documents archived during the present day are available for retrieval. For example:

    Tip:

    For more information on the Front Office Scanning configuration file's DocType element, including the DateRangeDays setting, see The DocTypes Element.

  5. Save and close the configuration file.