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B1 Document Manager

B1 Document Manager (B1DM) is a tool for companies wishing to monitor their attached files more closely (e.g.ISO certifications) and enrich them with associations to SAP projects, profit centers, documents etc. B1DM enables you to administer documents outside SAP Business One on a designated server, but you can still find these documents in SAP Business One.

This is made possible by B1DM’s highly configurable keyword system which allows users to create predefined and custom search-terms for files located in business partner and item folders. By doing so it is possible to search for specific documents that are placed inside the SAP Business One database AND in a designated folder on a server.

Features

Attach a document

B1 Document Manager can take over the entire document attachment process for sales and purchase documents. You have the option to control each of the delivery methods (Print, show, Email, PDF and add document).

Search for a document

B1 Document Manager’s highly configurable keyword system allows users to create predefined and custom search-terms for files located in business partner and item folders. By doing so it is possible to search for specific documents that are placed inside the SAP Business One database AND in a designated folder on a server.