Ordering Documents by Selecting a Sequence - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Managing-Existing-Attachments/Reordering-Attached-Documents/Ordering-Documents-by-Selecting-a-Sequence - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

You can reorder documents in the Release Order list by selecting a built-in sequence. These sequences allow you to order documents in the list by either Document Date or the date they were added to the request.

Note:

Documents cannot be ordered by Keyword Type unless the Request Type is configured to do so. For more information, contact your system administrator.

To reorder documents using an order sequence:

  1. Click the Order By drop-down list.
  2. Select one of the following:

    Order By

    Description

    Date Added (Ascending)

    Orders the list by the date the document was added to the request, starting with the earliest date.

    Date Added (Descending)

    Orders the list by the date the document was added to the request, starting with the most recent date.

    Document Date (Ascending)

    Orders the list by the Document Date, starting with the earliest date.

    Document Date (Descending)

    Orders the list by the Document Date, staring with the most recent date.
  3. If documents should be grouped by Document Type, select the Group by Document Type option.

    When this option is selected, documents are grouped by Document Type and then ordered according to the selected sequence. This option is available only if a sequence described in the previous step is selected.

    Note:

    If documents should be grouped by Document Type within a specified date, contact your system administrator. Document Type grouping in this manner is possible only when the default sort order for the Request Type has been configured accordingly. Alternatively, you can order the document manually.

  4. Click Save.