Tag Archives: documents

How to search employee documents in Sage X3 People

Sage X3 People has a standard functionality for searching the documents using the keyword. This functionality allows the user to search attached document using the keyword. The keywords has been created against each attached document (Image, Text, PDF, and Excel) etc. Attaching Files Navigate to Personnel administration > Select employee > click Attachment icon on… Read More »

Document Management in Sage X3

Having the ability to attach files to transaction documents specially Sales documents is indispensable for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order). Open Sales order screen Sales -> Orders -> Order. Go to “File -> Attachments”. This would pull up “Attachments” screen with a… Read More »