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Document Retrieval
You can retrieve documents using one or more of the following search criteria:
- Document Type, Document Type Group, Document Handle
- Keyword Value and Date
- Note text or Document Text
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✓
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✓
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Working with Documents
- Reindex
- View Selected
- Clear Selected
- Print
- Delete
- Delete Page
- Delete from Envelope
- Add Note
- Remove from Folder
- Create List Report
- Generate CSV File
- Toolbars
- Annotations
- Navigating Documents
- Cross-References
- Navigate
- Find Folder
- Web Client
- Usage
- Show Folder Locations
- Toolbars | Pages
- Send/Export Options
- Mail Document(s)
- Send To
- New Folder
- Document Information
- Properties
- Keywords
- Notes
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✓
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✓
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Virtual Printer
- Able to use the Virtual Printer
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✓
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✓
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Workflow Queue Administrator
- Review Workflow Request
- Perform administrative duties on users, web diagnostics, and
logging profiles.
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✓
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✓
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Exclusive Features
- Ribbons
- Task panes
- A configurable homepage
- A configurable Favorites list
- List grouping and sorting
- Import preview
- An integrated audio and video viewer
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✓
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Re-indexing
- Re-Indexing Documents
- Keywords with Drop-Down Select Lists
- Re-Indexing Document Revisions
- Considerations for Re-Indexing Documents and Adding or Modifying Key word Values
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✓
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✓
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Reporting Dashboard
- Reporting Dashboards is a powerful business analytics tool that
displays information stored in OnBase in a visual, interactive way
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✓
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✓
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Importing Documents
- Import Documents to OnBase.
(Some Document Types are configured to require Keyword Values to be entered in order to create and/or retrieve documents. Required Keyword Values are displayed in red for these operations, which may include the following: Document Retrieval, import, indexing, re-indexing, viewing/modifying
Keyword Values, and scanning). |
✓
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✓
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Installation
- Physical Program installation
- End User Workstation installation
- Security Setting
- Java Access Bridge
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✓
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Upgrade
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✓
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