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.
     Screenshot of the File menu in OnBase with the User Options selected
  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.  
      Screenshot of the OnBase retrieval date options
    • Selecting year to date will automatically populate the dates from the first of this year to the current date:Screenshot showing the Year to Date date range option in OnBase
This Content Last Updated:
01/24/2026

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Customer Engagement and Support
This KB Article References:
This Information is Intended for:
Staff
Estimated Read Time:
1 minutes
This Content Last Updated:
01/24/2026