Updating Date Range Options when Retrieving in OnBase

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This Information is Intended for:
Staff

You can change the default date range when retrieving files in OnBase.

1. In the File menu click on User Options.
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2.  Click Retrieval Date Options and choose any one of the options listed.  Then click Save when finished.

Examples: 

Selecting None will remove all dates from the Retrieval form.  
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Selecting year to date will automatically populate the dates from the first of this year to the current date:

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This Content Last Updated:
04/08/2024

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Customer Engagement and Support
This KB Article References:
This Information is Intended for:
Staff
This Content Last Updated:
04/08/2024