Document retrieval is easy and flexible using the Web Client. Using the Search functionality, you can search for documents in a variety of ways, depending upon your needs. The following table describes the available search options.
Search Type |
Description |
---|---|
Document Retrieval |
Search by Document Type Group, Document Type, Note Type, Keyword values, and/or Document Date. |
Retrieve Specific Document |
Retrieve Specific Document allows you to retrieve a document by its ID number. When documents are imported into OnBase, they are given a unique number. If you know the document ID number, you can search specifically for that document. |
Custom Query |
Custom Queries are predefined sets of search criteria that allow you to quickly access frequently retrieved documents. |
Envelope |
Set up your own private organizational system by creating Envelopes and adding documents to the Envelope. You can retrieve the documents later by simply clicking the Envelope. |
Folder |
Folders provide easy retrieval for documents that meet specified criteria when they are stored into the system. |
Text or Note Search |
Text and Note search tabs provide the ability to find documents based upon document or Note text. |
Upon searching for a document through any one of the available Search Types, documents that meet the criteria display in a list.
When you open a document, it is displayed in a Document Viewer below the list. This allows you to quickly navigate through a list of documents, easily displaying one document after another.