Document Management Search Now Accepts Client Business Key

OB365

The Client search field in Document Management has been updated to accept both Client Name and Client Business Key, giving you more flexibility in how you locate documents.

What's New?

You can now search by full or partial Business Key in Document Management. The field label has been updated from "Client" to "Client / Business Key" to reflect this expanded search capability.

Why Does It Matter?

When you have a Business Key but not the client name, you can now find the right documents faster. Partial Business Key searches work the same way Client Name searches already do, and no configuration changes are required to use this feature.