Division of Information Technology

Custom queries help you find documents without having to set of the criteria of the search.  

An example of the custom query would be to find all documents within a date range without inputting the Document Type first (like you would when you Retrieve a document).

Custom queries can help make the system flexible to your department's needs.

Custom queries can only be created by the OnBase administrators.  To have a custom query created, contact your department's point of contact.

Accessing Custom Queries

1. On the Home tab, click on Custom Queries.  
   
2. Click on your selection in the left side panel
   
3.  and then enter your parameters in the search fields on the right.
   The search fields can change depending on the way the custom query is set up.
   
   Tip: These symbols can be used when searching:
   
4. Double-click on a document type to open it in a new window
   or click on Document Viewer at the bottom of the screen to open the document in the present window.