The third X3CloudDocs release of 2024 focused on making the platform clearer, easier to manage and more connected across Sage X3.
With updated module names, simplified Sage X3 patching, Single Sign-On, stronger document management and improved File Watcher control, 2024 R3 helped create a more joined-up experience across the X3CloudDocs platform.
The first X3CloudDocs release of 2024 introduces a range of enhancements designed to make purchase invoice processing more flexible, accurate and scalable for Sage X3 users.
This release focuses primarily on Purchase Invoice Automation (PIA), delivering significant improvements to Purchase Order matching, master data synchronisation and internal controls. Together, these updates help finance teams process invoices more efficiently, improve data accuracy and reduce manual intervention.
Platform Update
Clearer module names across X3CloudDocs
2024 R3 introduced new module names to better reflect what each area of X3CloudDocs does.
Inbound is now split into Purchase Invoice Automation (PIA) for invoice processing and Sales Order Automation (SOA) for customer order processing. Outbound is now Electronic Document Management (EDM), while Workflow is now Email & Notification Automation (ENA).
This clearer naming makes it easier for users to understand where each process sits and how the different parts of X3CloudDocs support their Sage X3 environment.
Electronic Document Management (EDM)
Upload and tag documents directly from Sage X3
A key enhancement in this release is the ability to upload generic documents from Sage X3 into X3CloudDocs.
Documents that are not generated by Sage X3 can now be uploaded from within the system and pre-tagged with data from the record they relate to. For example, a document attached to a Sales Order can inherit key details from that record, helping teams store and organise supporting documents more consistently.
Store invoices and customer purchase orders in EDM
Customers using Purchase Invoice Automation or Sales Order Automation alongside EDM can now store invoices and customer purchase orders in an EDM store.
This gives teams another way to access and manage important documents, while making it easier to group related files together. For example, a customer purchase order can sit alongside a related Sales Order acknowledgement, giving users a fuller view of the document trail.
Easier File Watcher management
2024 R3 also introduced a new File Watcher Control Panel.
Previously, monitoring and maintaining the File Watcher service required more technical knowledge. The new interface makes the service status clearer, allows users to stop and restart the service more easily, and provides a simpler way to manage configuration and logs.
This helps reduce technical dependency and makes day-to-day support much easier.
Email & Notification Automation (ENA)
Single Sign-On for the web client
Single Sign-On is now available for the X3CloudDocs web client using OpenID Connect.
This supports providers including Okta, Entra ID and Google OpenID Connect, helping organisations improve access control and simplify the login experience for users working with EDM and ENA.
Purchase Invoice Automation (PIA)
A more unified installation approach
From 2024 R3 onwards, X3CloudDocs no longer uses separate installation packages for each module.
All modules are installed together, with access controlled by licence. This makes it easier for customers to add additional X3CloudDocs modules in the future without needing a separate installation process.
Whats Next?
2024 R3 was an important platform release for X3CloudDocs. By simplifying module names, improving document management, introducing Single Sign-On and making administration easier, this release helped create a stronger foundation for future automation across Sage X3.
For customers, the result is a clearer, more connected platform that is easier to use, easier to manage and better aligned to the way teams work.