Retrieving Cross-Referenced Documents - 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

If cross-references were configured by your system administrator, related documents can automatically be retrieved from an open document or the Document Search Results list.

Note:

Some Document Types do not support cross-references. See your system administrator for additional information.

You can retrieve cross-references in different ways depending on the type of document that is open (image, text, or electronic form). In most cases, your system administrator can instruct you on how to properly retrieve cross-referenced documents.

The Cross-References pane displays cross-references for the selected document if there are any available.

Double-click the cross-reference to display the document. The document is displayed in the Document Related to [Auto-Name string of the original document] window.

Note:

If there is more than one value for the referenced keyword, all documents matching cross-reference criteria are retrieved.

Click the Refresh button to update the list of cross-references related to the selected document.