Retrieving Documents - Integration for Esri - English - Foundation 22.1 - OnBase - external - OnBase/Integration-for-Esri/English/Foundation-22.1/Integration-for-Esri/Usage/Usage-Web-Based-Interface/Retrieving-Documents - 2023-11-13

Integration for Esri

Platform
OnBase
Product
Integration for Esri
Release
Foundation 22.1
License

Documents stored in OnBase can be retrieved from a map feature if your system administrator has associated one or more Document Types to a feature layer, and there are documents stored within the Document Type(s) associated with the selected map feature(s).

Both static and dynamically-linked documents can be retrieved from a map feature in the same way. To retrieve a document, follow these steps:

  1. Click on the OnBase icon in your web application. The OnBase pane is displayed.
    Note:

    Depending on your system's configuration, you may be prompted to log in to OnBase before you can continue.

    The following buttons are available:

    Button

    Description

    Select

    Click to enable the selection tool. When the selection tool is enabled, you can click and drag on the map to select all parcels within the specified area.

    Depending on your system's configuration, the selection tool may include a drop-down list. If available, you can use this drop-down list to change the shape of the selection tool.

    Deselect

    Click to enable the deselection tool. When the deselection tool is enabled, you can click and drag on the map to deselect all parcels within the specified area.

    Depending on your system's configuration, the deselection tool may include a drop-down list. If available, you can use this drop-down list to change the shape of the deselection tool.

    Clear

    Click to clear all selected parcels.

    Refresh

    Click to refresh the selected document search results list.

  2. Click the drop-down arrow next to the Select button to enable the selection tool.
  3. Click and drag on the map to select one or more parcels. A document search results list is displayed containing all documents attached to the selected parcel(s).
    Note:

    The document search results list may not be displayed if you have logged out of OnBase. Log in to OnBase to view the document search results list.

  4. Click on the or View button next to a document to open and view that document or WorkView object. Documents are displayed in the OnBase Document Viewer and WorkView objects are displayed in the WorkView | Case Manager web viewer.
    For information on using the OnBase Document Viewer, see the Web Client documentation. For information on using the WorkView | Case Manager web viewer, see the WorkView | Case Manager documentation.