Document Retrieval - Web Client

This guide offers instructions on finding and retrieving documents in the OnBase Web Client using the Retrieval tool.




Document Retrieval



1. Locate and click on the Retrieval function under the Navigation Menu if the page does not appear on startup.



2. Choosing a Document Type when using the Document Retrieval tool will trigger the search type field which includes the Keyword and Notes field.

a. Enter appropriate search criteria to generate a search result



3. Once search results has been generated:

a. Right-click on a document to view document options



b. Preview document by double-clicking on the document.