Search Capabilities - Web Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Web Client

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

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.

The Document Retrieval results 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.