Document Retrieval - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

You can retrieve documents in the Unity Client based on the document's Keyword Values, the text contained within the document, or the note information contained on a document.

The following steps describe how to retrieve documents based on their keyword values.

  1. On the Home tab, click Retrieval.
    The Document Retrieval layout is displayed.
  2. In the Document Retrieval pane, from the drop-down list in the Document Types and Groups section, do one of the following:
    • If retrieving from a single Document Type Group, select the Document Type Group by choosing from the list or by entering the name of the Document Type Group.
    • If retrieving from multiple Document Type Groups, select <All>.
  3. From the Document Types list, select the Document Types to include in your search by choosing from the list or by entering the name of the Document Type. To select multiple Document Types, press Shift or Ctrl as you click.
    Note: A Document Type Group that has the Group Search Enabled Group Type does not require you to select a Document Type in retrieval. If the selected Document Type Group is Group Search Enabled, the Keyword fields and Find button are available after selecting the Document Type Group, and you may skip this step.
    Keyword fields are displayed in the Keywords and Date Range section based on the selected Document Types. If multiple Document Types are selected, only Keywords that are common to all the selected Document Types are displayed.
  4. Enter Keyword Values or select Keyword Values from the drop-down list, if available.
    Note: Some searches require you to enter at least one Keyword Value. Search requirements are determined by your system administrator.
  5. When you have entered all search criteria, press Enter or click Find.
The search results are displayed in a list on the right side of the screen.