Searching for Folders - 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

You can search for folders using the Find Folders dialog box, which is displayed when you initiate a folder search from the Folders window or when you open a folder that is set up for child folder searching.

To initiate a folder search:

  1. Do one of the following:

    • Right-click in the Folder Tree, the Child Folders pane, or the Related Folders pane and select Find Folder.

    • Click the Context Menu button in the upper-right corner and select Find Folder.

    • Click the Find Folder button.

      Find Folder button

    • Press Ctrl + F when the focus is on the Folder Tree.

    Note:

    These options are unavailable if you accessed the Folders window from a portlet.

    The Find Folder dialog box is displayed.

    The Find Folder dialog box displays various search options.
  2. From the Folder Type drop-down list, select a Folder Type. The Find Folder dialog box displays any Keyword Types assigned to the selected Folder Type.
  3. Enter Keyword Values as necessary. If a Folder Type requires a Keyword Value to be provided (not left blank) the required Keyword Type is displayed in red.

    You can use all functionality of Keyword Values in the folder search, including adding additional instances of a Keyword Type or Keyword Type Group, or using Wildcard or Boolean operators to narrow the search. For more information, see the related Help topics.

    Note:

    If the Folder Type has one or more Keyword Types, then at least one valid Keyword Value must be entered. You cannot retrieve folders by entering only space characters or asterisks (*).

  4. Click Find to find all folders matching the criteria.

    • All matching folders you have rights to view, regardless of associated file cabinet, are displayed in the Search Results pane. This pane replaces the pane containing the Child Folders/Related Folders pane.

      Search Results pane displaying several folders matching search terms.

    • If only one folder matches the search criteria, it is opened automatically.

    Note:

    A folder search may return the same folder multiple times if the folder is indexed with multiple instances of a Keyword Type Group and each instance contains the same value for the Keyword Type you searched on.

  5. Double-click a folder to display its documents in the Document List pane.

    Depending on the Folder Type, the first document may be displayed in the Document Viewer.

    Tip:

    When you perform a folder search, your search parameters are saved and added to the bottom of the Folder Tree. Click a search to run it again. Past searches remain available until the File Cabinets window is closed.