Filter Documents by Document Date - Integration for Courtview - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for CourtView

Platform
OnBase
Product
Integration for Courtview
Release
Foundation 22.1
License
Standard
Essential
Premier

To filter documents by Document Date in the Search Results list:

  1. From the Document Date column, click the filter icon.

    The filter options drop-down list is displayed.

  2. Select a filter option from the list. Options include:

    Option

    Description

    On

    Filters documents on a specific date. Enter the date in the Contains field.

    Not on

    Filters documents that are not on a specific date. Enter the date in the Contains field that is not to be included in the filter.

    After

    Filters documents after a specified date. Enter the date in the Contains field.

    Before

    Filters documents prior to a specified date. Enter the date in the Contains field.

    Today

    Filters documents based on today's date. Today's date is automatically entered in the Contains field.

    Yesterday

    Filters documents based on yesterday's date. Yesterday's date is automatically entered in the Contains field.

    This Month

    Filters documents that were created in the current month.

    Last Month

    Filters documents that were created in the prior month.

    Clear Filters

    Clears any filters that were applied to the Document Date column.

  3. Enter a search term in the field next to the filter option icon and press Enter. The Search Results list displays the results of the filter.