Document Retrieval by Document Date - 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

When retrieving documents, you can limit your search to documents with a specific Document Date or within a certain date range. You can limit results by date when performing searches by Keyword Value, external text searches, and note searches. A Document Date is assigned to all documents upon import.

Note:

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

See Document Properties for clarification on Document Date vs. Date Stored.

  1. In the Home tab, click Retrieval.
  2. The Document Retrieval layout is opened. Ensure that the Document Retrieval pane is expanded:
  3. From the first drop-down list in the Document Types and Groups pane, select the Document Type Group containing the type(s) of document(s) you want to retrieve, or select <All> if you plan to retrieve documents from more than one Document Type Group. You can also select a Document Type Group by typing the name of the Document Type Group.
  4. In the Keywords and Date Range pane, enter date(s) in the From and/or To fields:
    Note:

    The character used to separate the parts of the date should be appropriate to your locale. OnBase recognizes slashes (/), commas (,), and periods (.) as date separators.

    You can also specify values by:

    • Click the drop-down arrow next to the From or To field:

      1. A calendar is displayed:

      2. Select a day.

      3. The From or To fields automatically populate according to your selection.

    • Clicking the Custom Date Range button:

      1. The Custom Date Range window is displayed:

        Calendar selections are available from the drop-down list at the top of the Custom Date Range window. Day Selection is selected by default. Additional options include:

        Custom Date Range

        Description

        Month Selection

        Select to show months in the calendar:

        Year Selection

        Select to show years in the calendar:

      2. In the calendar, select a day, or click and drag to select multiple days.

      3. This date range is displayed below the calendar.

      4. To apply the date range, click Apply Date Range.

      5. The From or To fields automatically populate according to your selection.