From: Nicole Galliott
Sent: November-12-13 2:21 PM
Subject: maestro* Weekly Tips & Tricks - Faster Searching in Document Management using Keywords
Tips & Tricks for Tuesday November 12th, 2013
Faster Searching in Document Management with Keywords:
Defining Keywords in Document Management allows you to setup specific fields from the transaction that you can then use when searching for a document.
Open the Module where you will be saving the transaction (Project Purchase, Enter a Sales, etc.), and click the Document Management Icon.
Click Tools -> Define Keywords
Select the Field(s) that you would like to be able to search by when in Document Inquiry, then click the green arrow to complete.
Now when I open Document Inquiry, I can use the AP Invoice number to easily find the document attached to this Project Purchase.
If you have any Tips & Tricks that you think other maestro* users would find helpful, please email them to firstname.lastname@example.org
We look forward to sharing more great Tips and Tricks each week.
The Murray Skerrett Team