Searching for Documents - OnBase Mobile - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/OnBase-Mobile/Foundation-24.1/OnBase-Mobile/Usage/Searching-for-Documents - 2025-04-01

OnBase Mobile
Platform
OnBase
Product
OnBase Mobile
Release
Foundation 24.1
License
Premier
Standard
Essential

You can search and retrieve documents by selecting Document Search on the OnBase Mobile home screen or from the app menu.

Document Search allows you to perform a pre-defined search for documents. The types of searches that are available are configured by your system administrator.

To search for documents:

  1. Select Document Search on the OnBase Mobile home screen or from the app menu.
    A list of pre-defined searches is displayed.
  2. Select one of the pre-defined searches.
    Based on the type of search you selected, you may see a search screen with instructions, or it may be a customized form.
  3. Enter information into the search fields. Tap a text field to start entering criteria for the search.
  4. 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.

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

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

  5. When you are done entering search criteria, tap the Search button at the bottom of the screen, or tap Enter.
    Note:

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

    A list of documents matching the search criteria are displayed on a new screen.

    See the following topics for information on working with documents and additional functionality: