X-ERP Help

Attachments

Attachments keep files, evidence and follow-ups directly attached to the technical data set and make knowledge discoverable for authorized parties.

Attachments

Attachments keep files, evidence and follow-ups directly attached to the technical data set and make knowledge discoverable for authorized parties.

Your quick start

  1. Open Attachments in the appropriate master data or module area.
  2. Check existing records, statuses and relationships before creating or changing anything.
  3. Save consciously and control the result in the immediately following process.

That's what matters

Check file name, confidentiality, status and reference. Do not upload unnecessary or sensitive files without appropriate access protection.

Further information / source

Related topics

  • DMS
  • Archiving
  • SmartSearch

Frequently asked questions

What do I use attachments for in X-ERP?

Attachments keep files, evidence and follow-ups directly attached to the technical data set and make knowledge discoverable for authorized parties.

What should I particularly check?

Check file name, confidentiality, status and reference. Do not upload unnecessary or sensitive files without appropriate access protection.