From:                                         Nicole Galliott

Sent:                                           November-12-13 2:21 PM

Subject:                                     maestro* Weekly Tips & Tricks - Faster Searching in Document Management using Keywords


Tip of the Week Logo.PNG



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


We look forward to sharing more great Tips and Tricks each week.



The Murray Skerrett Team