Document Retrieval by Filtering Document Types - 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

You can enter a specific document type in the Filter field to quickly retrieve documents.

To find document types using the Filter field:

  1. Click in the Filter field on the top of the Document Types panel. The field turns yellow, allowing you to type a document type name.
    Detail of Document Type filter.
  2. Type the either a partial or a full name of a document type. The results display in the select list.
    Detail of Document Type filter with search term entered.
  3. Select the document type you want and click Search. The results are displayed in the Search Results window.