Retrieving a document on OnBase

You can find documents that you have access to, by Document Type, Date Range and then Keyword.

1. On the Home tab, click on Retrieval
   
2. Search for a document type.
   • You can choose a group and then a type or scroll through the Document Types to find it.
   • And then enter a date range or a Keyword.
     You can update your default date range in the File Menu > User Options.  See: Updating Date Range Options when Retrieving in OnBase​​​​​​​
     
     You can use * as a wildcard character in the Keyword fields:
     For example:  G* will search for all last names starting with G.
     
3. Your search results will appear in the Search Results pane:
   
4. Double-click your selection to open the document in a separate window:
   
   Alternatively, you can click on Document Viewer to open and edit the document inside the present window.