OnBase: How to Search for Documents

Tags onbase

There are two ways to search for documents in OnBase: document retrieval and custom query. If you are looking for a specific document, you will likely use the retrieval function. Once you log in to OnBase, you will click on the icon with a magnifying glass that says “retrieval.”

Unity client screen

Then you will select a group and then a document type.  In the screenshot below, you see that HR is selected and you will see the separate document types under HR.

Unity client screen

When you select a document type, you will see what keywords OnBase has for that document.  You can put in the keywords, and then select find to bring up your document.

Unity client screen

Unlike document retrieval, custom query is good for when you need many documents, or you do not know exactly which document you need.  First, you will click on the icon that says custom query (right next to retrieval).

Unity client screen

When you highlight your specific query, it will turn yellow and you can put in keywords.

Unity client screen

Details

Article ID: 133381
Created
Tue 5/25/21 3:34 PM
Modified
Tue 7/27/21 4:25 PM