Retrieving Documents by Document Type - 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

Document Type searches allow you to retrieve documents organized by Document Type.

If Document Types are configured with search parameters, the most restrictive search parameter out of all Document Types selected to search are enforced. For example, Document Type A requires the entry of a Date Keyword Value to perform the search. Document Type B only warns the user that a Date Keyword Value should be entered prior to the search, so a search can still be performed if a Date Keyword Value is not entered. When the search is performed on both Document Types, the search parameter for Document Type A is enforced, as it is the more restrictive of the two search parameters configured.

To retrieve documents by Document Type:

  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:
    • Select a Document Type Group containing the Document Types from which you want to search for documents.

    • Select <All> to search Document Types from varying Document Type Groups.

    Document Types are displayed below the drop-down list.

  3. Select one or more Document Types from the list of available Document Types.
  4. Click Find or press Enter to perform the search. One of the following may occur:
    • A list of documents is retrieved and displayed in the Search Results pane.

    • If you selected one Document Type and it is configured with a search parameter, a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Document Retrieval by Keyword Value. If you are required to enter a document date or date range, see Document Retrieval by Document Date.

    • If you selected multiple Document Types, and any of them are configured with varying search parameters, the most restrictive search parameter is enforced and a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Document Retrieval by Keyword Value. If you are required to enter a document date or date range, see Document Retrieval by Document Date.