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