ERP Connection Setup

Configure your ERP system and document naming conventions

Connected

Select ERP System

SAP ERP & S/4HANA

API Endpoint URL

Connection successful

Define how documents are named and structured in your ERP system. Use placeholders like {VENDOR_ID}, {DOC_TYPE}, {YEAR}, {VERSION}.

Document Type

Pattern

Example

Pattern for certificate documents

Document Type

Pattern

Example

Pattern for policy documents

Document Type

Pattern

Example

Pattern for audit reports