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Context-sensitive search for selected content

You can search for keywords simply and quickly using an e-mail. Your administrator must define keywords for the Search for function to enable you to search for the appropriate customer record for an e-mail directly in the d.3 repository, for example.

Let's assume you receive an invoice by e-mail and you want to use the invoice number to check whether a customer record already exists for this customer in your d.3 repository. Your administrator has set up the Search for function so that you can search for the customer record directly.

This is how it works

  1. Select the relevant e-mail.

  2. Open the context menu and choose Search for.

  3. Select the relevant entry to search for the customer record in the d.3 repository.

In dieser Kurzanleitung erfahren Sie alles, was Sie über die d.velop
documents-Integrationen in Microsoft Outlook und HCL Notes (ehemals IBM
Notes) wissen müssen, um direkt mit d.velop documents in Ihrer
E-Mail-Anwendung durchstarten zu können.