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

Unity Client

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

You can search documents for notes. You can limit your search by Document Type, Keyword Value, Note Type, note text, note creation date, and the note creator.

Note:

User rights are needed to access the Document Retrieval layout and to view documents. Contact your system administrator for additional information.

  1. In the Home tab, click Retrieval.
  2. The Document Retrieval layout is opened. Ensure that the Document Retrieval pane is expanded:
  3. Select the Document Type Group(s) and/or Document Type(s) to search.
  4. Click the Note Search hyperlink.
  5. The Note Search window is displayed:
  6. Type the note text to search for in the Find What field, or use the drop-down list to select from previous note searches.
  7. To add additional search parameters, expand the Options pane:
  8. If desired, enter a date range using the From and To fields in the Note Creation Date Range search parameter. Entering dates into these fields will limit your search to notes created within that range. You can use the corresponding calendars to select a date.
    If no range is specified, OnBase searches for notes created on any date within the selected Document Type(s).
  9. If desired, use the Note Owner field to specify the OnBase user who created the note you are searching for.
    If no user is specified, OnBase searches for notes created by any user within the selected Document Type(s).
  10. If desired, use the Note Type field to specify the type of note you are searching for.

    If no Note Type is specified, OnBase searches for notes of any type within the selected Document Type(s).

    If necessary, you can clear search parameters by clicking Clear Search:

  11. Click outside the Note Search window, or click Close:
  12. The Note Search window closes and the Note Search field displays in the Document Retrieval pane:
  13. If you specified note text to search for in the Note Search window's Find What field, the Note Search field contains this text enclosed by quotation marks. If you specified additional search criteria in the Note Search window, the Note Search field contains +Parameters.

    You can edit the note search by clicking the Note Search hyperlink.

    You can remove the note search by clicking the following button:

  14. Press the Enter key or click Find:
  15. When the search is finished, OnBase displays all matching documents in a Document Search Results list.
  16. Open a document. The document is displayed in the Document Viewer.