Document Retrieval by Document Date - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

When retrieving documents, you can limit your search to documents with a specific Document Date or within a certain date range. You can limit results by date when performing standard searches by Keyword Value, external text searches, and note searches. The Document Date is assigned to all documents upon import.

Note:

See Document Retrieval by Keyword Value and the Document Properties topic, which provides clarification on Document Date vs. Date Stored.

  1. Specify the appropriate date(s) in the From and/or To fields.
  2. You can also specify a date or date range by clicking the in the upper right of the date specification area to display available options:
    The month and year are displayed below the From field, and other date options are displayed under the To field.
  3. Select an item from either list. The To Date and From Date fields automatically populate according to your selection.
    Note:

    The character used to separate the parts of the date should be appropriate to your locale. OnBase recognizes slashes (/), commas (,), and periods (.) as date separators.

    Tip:

    If you often find yourself using the same Document Date or date range, you can provide defaults for the From Date and To Date fields. See Changing the Retrieval Default Date .