Overview - OnBase/Web-Client/Foundation-23.1/Web-Client/Overview - 2025-03-03

Web Client

Platform: OnBase
Product: Web Client
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Overview
About This Documentation
ActiveX Web Client Replacement
Introduction
Search Capabilities
Dynamic Work Space with Flexible User Interface
User Groups and Rights Control User Access to Features
Keyword Functionality Increases Document Management Efficiency
Add Notes or Annotations to Documents
Redact Areas of Documents
Mail Documents from within the System
Logging On
Login Banner
Locked Objects Notification
Database Mismatch Message
Concurrent Client Licenses Message
Last Login
Session Interruption
Session Timeout
Authentication Required
Logging Off - Exit Button
Remembering the Browser Window Size and Position
Exceptions When Logging Off
Definitions
Annotations
AutoFill Keyword Set
AutoFill Keyword Set Instance
Cascading Data Sets
Cross-Reference
HTML-Based Documents
Custom Queries
Document
Document Type
Document Handle
Dynamic Folder
Envelope
External Text Search
Folder Definition
Folder Hierarchy
Folder Contents
Internal Text Search
Keyword Data Sets
Keyword Types and Keyword Values
Keyword Types
Keyword Values
Keyword Type Groups
Multi-Instance Keyword Type Groups
Note
OLE Documents
Overlay
Staples
Static Folder
Text Documents
User
User Group
Navigation
Getting Around the Web Client
Resizing the Navigation Panel and Document Search Results List
Web Client Interface Text
Assigning Favorites
Adding a Favorite
Defining a Home Page
Renaming a Favorite
Deleting a Favorite
Web Client Keyboard Shortcuts
Global Function Keys
Main Menu Keys
Document Retrieval Shortcuts
Internal Mail Shortcuts
Document Search Results Lists and Open Documents
Document Search Results List Shortcuts
Keyword Type Field Function Keys and Shortcuts
Document Viewer Toolbar Navigation
Document Viewer Shortcuts
Item-specific Keyboard Shortcuts
Folders
User Preferences
Usage
Usage Overview
Web Client Options
Changing Your Password
User Preferences
Changing the Retrieval Default Date
Automatically Save Rotations
Internal Mail Notification
Client Settings
Hit List Options
Document Options
Document Import Options
Appearance
Single-Window Mode
Clearing Locked Objects
Interface Translations
Document Options and Right-Click Menus
Display Options
Working with Documents
Navigating Documents
Send/Export Options
Document Information
Viewing Documents
Document Viewer
PDF Viewers
Document Retrieval
Document Retrieval Buttons
Document Retrieval Keyboard Shortcuts
Retrieving Documents by Document Type Group
Retrieving Documents by Document Type
Document Retrieval by Keyword Value
Document Retrieval by Filtering Document Types
Document Retrieval by Document Handle
Access Document Handle Mode Through the Document Retrieval Layout
Access Document Handle Mode Through the Main Menu
Document Retrieval Using Note Search
Document Retrieval Using External Text Search
Document Retrieval by Document Date
Date Range Parameters and Corresponding Results
Keyword Types Relationship Examples in Document Retrieval
Cascading Data Set
Multi-Instance Keyword Type Group
Document Search Results List
Filtering Documents in the Search Results List
Filter Documents by Document Date
Filter Documents by Document Name
Filter Documents with Advanced Filtering Mode
Grouping Columns in the Document Search Results List
Viewing Documents
Previewing Documents in the Thumbnail Viewer
Printing Thumbnails in the Thumbnail Viewer
Changing Thumbnail Viewer Options
Restoring Default Thumbnail Viewer Options
Open in New Window
Open in New Window by Default
Sorting Select Lists
Select List Sorting
Hierarchical Select List Sorting
Toolbars in the Web Client
Web Client Toolbars
Web Client Viewer Control Toolbar
Web Client Internal Text Search Toolbar
Performing an Internal Text Search in the Web Client
Generating an Internal Text Search Report in the Web Client
Web Client Annotations Toolbar
Web Client Pages Toolbar
Reordering Pages in a Document Using Thumbnails
Deleting Pages Using Thumbnails in the Web Client
Web Client PDF and OLE Document Viewer Toolbar
Web Client Image Markup Toolbar
Web Client PDF Viewer Toolbar
Working with Documents
Image Documents
OLE Documents
Text Documents
Audio and Video Files
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Viewing Previous or Next Documents
Web Client Document Viewer Shortcuts
Deleting Documents
Document Maintenance
Purging Documents
Restoring Documents
Restoring Deleted Documents
Accessing Document Properties
Document Properties
Show Folder Locations
Keyword Considerations for Show Folder Locations
Retrieving Cross-Referenced Documents
From Image or Text-Based Documents
From E-Forms or HTML Documents
From PDF or OLE Documents
Overlays
Apply an Overlay to a Document
Remove an Overlay from a Document
Renditions
Viewing Renditions
Importing Renditions
Send To Options
Display Considerations
From an Open Document
From the Document Search Results List
Saving Documents to Files
File Naming Conventions
Saving Multiple Documents to a Zip File
Character Substitutions
Send To | Clipboard - Copying Documents to the Clipboard
Send To | Create New Document - Creating New Documents from Existing Documents
Create New Documents
Pages Toolbar - View Document Thumbnails
Show or Hide Thumbnails
Navigating the Document Using Thumbnails
Reordering Pages in a Document Using Thumbnails
Adding Pages to a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Considerations for Adding Pages to a Document Using Thumbnails
Open in New Window
Open in New Window by Default
Options Button - Viewer Options
Changing Thumbnail Size
Suppressing Blank Pages
Navigate
Scale
Process
Previous Document / Next Document
E-Forms and HTML Documents
Image and Text Documents
OLE (Office) Documents
PDF Documents
Encoding
Working with Keywords
Access Document Keyword Values
Adding and Modifying Keywords
Document Date
Keywords
Viewing and Editing Keywords for HTML Documents
Mixed Case Keywords
Searching on Mixed Case Keyword Values
With Case Sensitive Searching Applied
Without Case Sensitive Searching Applied
Indexing Mixed Case Keyword Values
Masked Keywords
Viewing Read-Only Keywords
Records of Information Using Multi-Instance Keyword Type Groups
AutoFill Keyword Set Instance
Using AutoFill Keyword Sets When Indexing or Re-Indexing
Indexing with AutoFill Keyword Sets
Re-Indexing with AutoFill Keyword Sets
Using a Reverse AutoFill Keyword Set Lookup
Use Keywords for Document Retrieval
Keyword Types that Contain Relationships
Cascading Data Sets
Multi-Instance Keyword Type Groups
Common Keyword Types for Document Type Groups and Multiple Document Types
Add Another Value to a Keyword
Multi-Instance Keyword Type Groups
Example of Adding an Instance of a Multi-Instance Keyword Type Group to a Document
Using Drop-Down Lists
Keyword Operators and Extended Search Features
Relational (Comparative) Operators
Logical Boolean Operators
Wildcard Characters
Adding Multiple Values to a Keyword Type
Re-indexing
Re-Indexing Documents
Keywords with Drop-Down Lists
Re-Indexing Document Revisions
Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
Folders
File Cabinet
Static Folder
Dynamic Folder
Auto-Foldering
Related Folders
Opening File Cabinets and Folders
Opening the Folders Window
Opening a Folder
Opening Multiple Folders Windows
Opening Documents and Folders in New Windows
Moving Up a Level from a Folder Tab
Clearing a Selected Document or Folder
Accessing Folder Search by Clicking a Folder
Working with Folder Pop-up Lists
Searching for Folders
Retrieving Related Folders
Applying a Folder Template
Applying Folder Filters
Adding and Removing Documents
Adding Documents to Dynamic Folders
Adding Documents to Static Folders
Adding an Existing Document
Importing a New Document
If You Cannot Add a Document to a Folder
Copying or Moving Documents to Folders
Removing Documents from Folders
Adding and Deleting Folders
Adding a Folder
Deleting a Folder
Changing Folder Keyword Values
Modifying Keyword Values on a Folder, Child Folders, and Documents
Modifying Multi-Instance Keyword Type Groups
Example 1: Content uses the same Multi-Instance Keyword Type Group as its folder
Example 2: Content uses a Multi-Instance Keyword Type Group that contains a Keyword Type used by its folder
Example 3: Content uses a Keyword Type that is contained in a Multi-Instance Keyword Type Group used by its folder
Working with Folder Notes
Folder Notes Requirements
Viewing and Sorting Folder Notes and Bookmarks
Adding a Folder Note or Bookmark
Viewing a Bookmarked Document
Editing an Existing Note or Bookmark
Deleting a Note or Bookmark
Emailing FolderPop Links
Printing Folder Contents
Sending and Receiving Mail
Send To | Internal User
Sending Documents to Other Users
Sending Messages to Other Users
Checking Internal Mail
Sorting Mail
Deleting Mail
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Envelopes
Envelope
Accessing Envelopes
Working with Envelopes
Creating a New Envelope
Deleting an Envelope
Renaming an Envelope
Sharing an Envelope
Adding an Envelope to the Favorites list
Adding Documents to an Envelope
Removing Documents from Envelopes
Notes and Annotations
Notes Overview
Note Icons
Options
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Add a Note
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type
Notes Dialog Box
Viewing a Document in the Notes Dialog Box
Viewing a Note in the Notes Dialog Box
Adding a Note in the Notes Dialog Box
Editing a Note in the Notes Dialog Box
Deleting a Note in the Notes Dialog Box
Setting Note Privacy Options
Notes Pane Viewer for OLE Documents
Annotations
Annotations Toolbar
Creating Annotations
Moving and Resizing Annotations
Redactions
Creating a Redaction
Staples
Working with Staples
Stapling Documents from Open Documents
Stapling Documents with the Stapler Icon
Viewing Stapled Documents
Moving Staple Notes
Editing Staples
Deleting a Staple
Importing Documents
Appending Pages to an Existing Document
Indexing Batches
Accessing the Indexing Panel
Indexing Panel Overview
Indexing Toolbar Options
Indexing Batches
Re-ordering Pages
Double-Blind Indexing
Double-Blind Indexing with Multi-Instance Keyword Type Groups
Re-Index Batches
Viewing Documents in a Batch
Deleting Batches
Refreshing a Batch Status List
Does Not Exist in the Database
Custom Queries and Text Searching
Document Retrieval Using Custom Queries
Conducting a Custom Query
Conducting a Custom Query with a Text Search
Viewing Folder Type Custom Query Results
Viewing Recent Query History
Internal Text Search
External Text Search
Document Retrieval Using External Text Search
External Text Search Report
Wildcard Characters
Custom Queries Shortcuts
Printing
Printing Documents
Printing E-Forms
Sending Documents to Print Queues in the Web Client
Print Queue Dialog Box Options
File Format not Supported for Printing
Reports
Creating List Reports
External Text Search Report
Generating a CSV File
Creating a Keyword List Report
Best Practices
Best Practices Overview
DocPop and Unity Pop
Document Retrieval
Dates
Drop-Down Lists
Wildcards
Importing
Text Documents
Indexing
Multi-Instance Keyword Type Groups

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