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Using Document Management and the Related Information context app with the ERP
About the Document Management integration
Predefined document type settings
Predefined document type settings
The document types for
SyteLine
have a CS_ prefix.
Side TOC
Side TOC
Using Document Management and the Related Information context app with the ERP
About the Document Management integration
Predefined document type settings
Document types and their assigned attributes
Document types and their assigned roles
Document types and predefined bundling rules
Document Management-related forms in the ERP
Automatic document capture and tagging through workflows
Capturing documents through OCR
Manually adding ERP-related files in Document Management
Viewing ERP documents in Document Management
Using the Related Information context app
Example: tagging and searching with attributes
Bundling documents
Archiving documents
Upgrading Document Management features