Onbase 13 Pdf File Format Information Retrieval To retrieve a document by its handle, select file | open | retrieve by document handle in the client module. the retrieve by document handle dialog box is displayed. type the numeric range of the document handles to retrieve in the from and to fields and click find. Wondering how to find documents in onbase? follow these 5 steps to find documents quickly using onbase document retrieval.
Onbase Howto Select one or more document type groups from the list and click search at the bottom of the panel to search all documents in the document type groups selected. Select a document retrieval configured in your system from the document retrieval query drop down list. the label and route fields are completed automatically, basing on your selection. modify the label and route as needed. enter the system name in the system name field. 7 onbase retrieve a document doit training at stony brook university 4.23k subscribers subscribe. A custom query can be developed to allow users to more easily retrieve documents that exist within onbase. this allows the user to find the specified documents using a pre defined form and limits the criteria needed to perform the search.
Onbase 13 Unity Client Guide Pdf File Format Information Retrieval 7 onbase retrieve a document doit training at stony brook university 4.23k subscribers subscribe. A custom query can be developed to allow users to more easily retrieve documents that exist within onbase. this allows the user to find the specified documents using a pre defined form and limits the criteria needed to perform the search. Click “find” to initiate the search or click “text search” to search for a specific word, number, or phrase in documents within the specified document type group. This document provides instructions for using the unity client to retrieve, upload, and process documents in onbase. it describes how to log in, navigate the homepage, perform custom queries, keyword searches, date range searches, and cross reference searches. To access any given document’s cross references (e.g. a supporting document cross referenced to an sop), click on document in the onbase viewer toolbar and select cross references. Searching by document groups and types allows you to narrow your search by selecting the desired document type (s), date range and or keyword values to locate documents. the following are the steps to search using retrieval. launch the unity client.
Onbase 13 Unity Client Guide Pdf File Format Information Retrieval Click “find” to initiate the search or click “text search” to search for a specific word, number, or phrase in documents within the specified document type group. This document provides instructions for using the unity client to retrieve, upload, and process documents in onbase. it describes how to log in, navigate the homepage, perform custom queries, keyword searches, date range searches, and cross reference searches. To access any given document’s cross references (e.g. a supporting document cross referenced to an sop), click on document in the onbase viewer toolbar and select cross references. Searching by document groups and types allows you to narrow your search by selecting the desired document type (s), date range and or keyword values to locate documents. the following are the steps to search using retrieval. launch the unity client.
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