Retrieving files in DuckDocs (OnBase)

Overview

This article is designed to guide DuckDocs (OnBase) users through the process in retrieving files in the OnBase Unity client and the web client. Retrieval is the act of searching then viewing files in OnBase using search parameters and keywords.

Retrieval using Unity

Click on the Retrieval button in the Home tab of the Ribbon Menu:

Click on the Retrieval tab in the ribbon menu then search by Document Type Groups, Document Types, and Keywords and Date Range, to find your file.

  1. Users must select an option from the Document Types Groups they have access to as well as an option from the Document Types, then by Keywords and Date Range.
  2. If you know that notes were added to a file, you can click on Note Search to incorporate those search terms
  3. Click Find once to conduct the retrieval search
Note: This is only able to search by one document type group at a time so if there are additional appended documents for a particular person, it will only search by that type. Custom queries will allow you to search across all document type groups for any associated files.

Custom queries

Custom queries will allow for a search across all document type groups. They are created by the Admin console for a specific purpose and must be created and assigned to you by an OnBase administrator.

1. Click on Custom Queries, 2. Then select or search for a query, 3. Enter one or more search criteria, 4. Then click Search to retrieve documents

  1. Click on Custom Queries
  2. Then select or search for a query
  3. Enter one or more search criteria
  4. Then click Search to retrieve documents

To open any document that comes available from either method described above, double-click on it from the search results pane on the right.

To open any document that comes available from either method described above, double-click on it from the search results pane on the right

Retrieval using the Web Client

Retrieval using the Web Client uses the same methodology as the Unity client but is oriented to adapt to a web browser.

Click on three-line menu and select Document Retrieval, select the document type groups you wish to search from, enter any date ranges and keywords, then click Search.

  1. Select Document Retrieval by clicking on the three-line menu in the top-left corner
  2. Select the Document Type Groups and Document Types you wish to search
    • Multiple groups or types can be selected unlike in the Unity client by clicking along the left-hand margin
  3. Enter the date range and any associated keywords
  4. Then select Search

Click on any of the files that are retrieved from the search terms to see them in the client. Right-click on the retrieved file for additional options.

Click on the file retrieved from the search to preview it in the web client

Custom queries in the Web Client

Select the three-line menu in the top-left corner then select Custom Queries

Select the three-line menu in the top-left then select Custom Queries

Upon selecting Custom Queries, you can do the following:

Select the query, add keywords and date ranges, then click Search

  1. Select the query you wish to run
  2. Select a date range and add any keywords needed to assist retrieval
  3. Click Search to retrieve

Click on any of the files that are retrieved from the search terms to see them in the client. Right-click on the retrieved file for additional options.

Click on the file from the search for it to appear in the client. Right-click for additional options.

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Details

Article ID: 85792
Created
Wed 8/28/19 10:08 AM
Modified
Wed 4/3/24 9:18 AM

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