Retrieving Documents by Document Type - 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 Type searches allow you to retrieve documents organized by Document Type.

If Document Types are configured with search parameters (for example, to require a Keyword Value be entered for the Date Keyword Type prior to performing the search), the most restrictive search parameter out of all Document Types selected to search are enforced.

For example, Document Type A is configured to require the entry of a Date Keyword Value in order to perform the search. Document Type B is configured to only warn the user that a Date Keyword Value should be entered prior to the search, but the search can be performed whether a Date Keyword Value is entered. When the search is performed on both Document Types, the search parameter for Document Type A is enforced as it is the most restrictive of the two search parameters configured.

To retrieve documents by Document Type:

  1. Open the Document Retrieval layout.
    1. Click Main Menu to expand the menu options.
    2. From the Document section, select Document Retrieval. The Document Retrieval layout is displayed.
  2. From the Document Retrieval Search pane, in the Document Types section, select one or more Document Types from which you want to search listed under each Document Type Group.
    Note:

    Document Types may be collapsed under their corresponding Document Type Groups. Click the drop-down arrow to the right of the Document Type Group name or select the Document Type Group and press the Right Arrow key to expand the Document Type Group and view the associated Document Types.

    Document Types retrieval panel.
  3. Click Search or press Enter to perform the search. One of the following may occur:
    • If documents are found, a list of documents is retrieved and displayed in the Document Search Results pane.

    • If no documents are found, the message No items to display is displayed in the Document Search Results pane.

    • If you selected one Document Type and it is configured with a search parameter, a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Document Retrieval by Keyword Value. If you are required to enter a document date or date range, see Document Retrieval by Document Date.

    • If you selected multiple Document Types, and they are configured with varying search parameters, the most restrictive search parameter is enforced and a prompt is displayed regarding the search parameter to fulfill. If you are required to enter a Keyword Value, see Document Retrieval by Keyword Value. If you are required to enter a document date or date range, see Document Retrieval by Document Date.