You can search the entire ELO repository with the ELO Integration Client. For example, you can create a reference to an entry in the root folder.

A reference is a link between a copy of an original document. The document only exists once physically in ELO. All changes to the document automatically apply to the references. This prevents duplicates.

For example, if you have purchase order stored in the root folder, you can create a reference to the associated invoice in another folder in ELO.

Method

1. Click the magnifying glass icon in the ELO Integration Client.

2. Enter a search term.

3. To start the search, click the magnifying glass icon or press the ENTER key.

The search results are listed.

4. Click the entry you want to reference.

5. Click the Reference function.

The Insert reference dialog box opens. The view switches from the search results to the root entry.

You can insert the reference into the root folder or one of the child folders.

To insert the reference into a child folder, click the desired folder.

6. Click Insert reference.

The reference is created in the selected folder. An arrow icon indicates that it is a reference.