EDM for Sage X3 (R13)

Documentation > User Crib Sheets


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These documents and videos are regularly revised and improved to keep them up to date with suggestions and enhancements Partners and users come across day to day.

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EDD (Electronic Document Delivery)

EDD Crib Sheet



EDM (Electronic Document Management)

EDMImport Crib Sheet





DbScanner Crib Sheet



SmartDeposit Crib Sheet

SmartDeposit Full User Manual



SmartRetrieve Crib Sheet

SmartRetrieve Full User Manual



PIA (Purchase Invoice Automation)

How to Process Documents



How to use Site Code Identifiers

OnHold Reasons







SOA (Sales Order Automation)

SOA Crib Sheet