9 Onbase Retrieving A Document

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. 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.

Onbase Howto Wondering how to find documents in onbase? follow these 5 steps to find documents quickly using onbase document retrieval. 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. This guide offers instructions on finding and retrieving documents in the onbase web client using the retrieval tool. If the full text search section is collapsed, expand it by clicking the double arrow to the left. type your search terms and click search. all documents that include your search terms display in a list on the right side. double click an item in the list to view the document.

Retrieving A Document On Onbase Division Of Information Technology This guide offers instructions on finding and retrieving documents in the onbase web client using the retrieval tool. If the full text search section is collapsed, expand it by clicking the double arrow to the left. type your search terms and click search. all documents that include your search terms display in a list on the right side. double click an item in the list to view the document. For finding documents quickly, the preferred method is to use the custome queries. youtu.be ky60ttpik8w. The document retrieval dialog box allows you to retrieve documents based on document type group, document type, document date, keyword values, and document contents such as text and note text. document retrieval can be further customized with the use of custom queries. 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. Quick reference for onbase document retrieval introduction: documents can be easily located in onbase using document retrieval.