X-ERP Help

SmartSearch

SmartSearch finds documents by content, metadata and technical relationships, even if the exact file name is unknown.

SmartSearch

SmartSearch finds documents by content, metadata and technical relationships, even if the exact file name is unknown.

Your quick start

  • Open SmartSearch in the X-ERP toolbar.
  • Enter a search term and, if necessary, limit the search to certain areas.

That's what matters

Check hits based on partner, date, document type and process. A similar text is not automatically the correct document.

Matching depressions

  • DMS
  • SmartPool
  • Attachments

Related topics

  • DMS
  • SmartPool
  • Attachments

Frequently asked questions

What do I use SmartSearch in X-ERP for?

SmartSearch finds documents by content, metadata and subject relationships, even if the exact file name is unknown.

What should I particularly check?

Check hits based on partner, date, document type and transaction. A similar text is not automatically the correct document.