Searching for Documents - Mobile Access for iPad - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Mobile Access for iPad

Mobile Access for iPad
Foundation 22.1

To search for documents in the Document Search module, complete the following steps:

  1. On the Document Search screen, select one of the pre-defined queries.

    The search pane for the query that you selected is displayed on the right side of the screen. The search pane may look like the one below, or it may be a customized form, depending on your configuration.

  2. Tap a text field to start entering criteria for the query.
  3. Complete as much of the form as necessary by selecting, inserting, or editing the appropriate values. If there are instructions at the top of the search form, be sure to follow them.

    You can use additional Keyword Type field functionality for document searches that appear in the search pane, including adding additional instances of a Keyword Type, or using Wildcard or Boolean operators to narrow the search. For more information about the additional keyword functionality, see the topic titled Working With Keywords.

    To clear the text you've entered in a field, tap the corresponding X:

    • To add another value for a Keyword Type, tap the plus (+) icon next to the keyword field.

    • To clear all keyword values and start over, tap Clear at the bottom of the screen.

  4. When you are done entering search criteria, tap Search or press Enter.

    If invalid search criteria are entered, the fields containing incorrect criteria are highlighted in red. You must enter valid criteria to continue.

    Documents matching the search criteria are displayed on the right.

  5. To open a document from your search, Tap the name of the document in the results list. The document is displayed.