Download OnBase with Workflow User Manual

OnBase with Workflow User Manual
OnBase
9. Optional – Right-click on these searches and select Launch Viewer. This allows you to
view a document without having to double-click on it. The search list resides at the top
of this window, while the document can be viewed below.
If you use a query often, you can drag it to your My Custom Queries list so that you can locate it
quickly. This is helpful for agencies that have a long list of custom queries. In the example
shown here, we dragged the All Docs by Case Number, SSN, or Name query to My Custom
Queries.
USING DOCUMENT RETRIEVAL
If you know the document type you are looking for, use Document Retrieval to find it.
To use Document Retrieval:
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