# Search and reference entries

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. Select the magnifying glass icon in the ELO Integration Client.

    ELO Integration Client; search field

  2. Enter a search term.

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

    Search results

    The search results are listed.

  4. Select the entry you want to reference.

  5. Select the Reference function.

    'Insert reference' dialog box

    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, select the desired folder.

  6. Select Insert reference.

Result

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

Icon for a reference

Last updated: June 14, 2023 at 8:53 AM