Integrate DATEV DMS to amber

Connecting DATEV DMS to amber

Questions about how amber features work? Find usage tips, best practices, and solutions by category.

Changelog

Roadmap

This guide walks you through using amber step by step, from setup to everyday team use.

Walk-Through: Using amber

A quick guide to setting up the amber Platform, including prerequisites, initial configuration, and first steps to get started.

🚀 amber Platform – Setup Guide

Find out which features are available in amber Platform and which ones are part of the full amber product.

✅ amber Platform – Features Overview

FAQ's amber Platform

Welcome to amber! Read the following articles to get the most out of amberSearch.

Onboarding amber

We'll help you register, explain amberSearch and provide you with the most important resources.

Your first steps with amberSearch

FAQ's - amber

Your first login - with video instructions

Contact our support

As a project manager or mutliplier, you have a significant share in the success of how much your team exploits the potential of amberSearch. With the following articles we would like to give you everything you need to help your team succeed with amberSearch.

For multipliers and project leaders

Administrator dashboard - License assignment

This is what successful onboarding of your team looks like!

Best Practices and phases of onboarding for amber

File formats at a glance - amber supports these formats

Learn what .PST files are, how they relate to amber, and what to expect regarding PST file support.

.PST Files

Step-by-step guide to the company context in amberAI: what to include, how to structure it, and which common mistakes to avoid.

Creating Your Company Context – Guide & Best Practices

Discover helpful prompt suggestions and learn how to quickly find the right information with amber.

Search & AI Prompt Library

Here you will find both basic and advanced prompts as well as exemplary AI agents for inspiration and further development.

Agent Library (Advanced)

In the prompt library, you’ll find ready-to-use example queries for various business functions—including Marketing, HR, Sales, Engineering, Data Analysis, and Webinars. These prompts help you quickly surface relevant information from internal documents, presentations, or reports and make targeted use of your enterprise search capabilities.

Prompt library (AI Dialog)

The search terms help you find relevant information from internal documents, presentations, or reports more quickly and make targeted use of your enterprise search capabilities.

Examples of search terms (document search) 

The Excel upload feature in amber lets you upload Excel files and interact directly with the data inside them. Whether you want to analyze trends, extract specific information, or summarize data, this feature makes your workday much easier. Below, you’ll find practical examples of how you can use this feature effectively in the office.

Excel-Upload-Function: Prompt-Examples

Your intelligent AI assistant for work!  ---  Disclaimer: If a function is not available for you, contact your IT administrator to ask for activation.

Chat

Chat is your intelligent assistant for a wide range of tasks, from answering questions to generating creative ideas. Whether you need help with research, writing, or technical issues, Chat is here to assist you.

Chatting in amber

The selection of language models is dynamically updated with upcoming updates.

Language models overview

The selection of models in amber updates dynamically with upcoming releases. This overview helps you find the right model for every task.

🌐 Overview of the Key AI Models You Should Know

amberAI - Core functions worth knowing

Get general answers in the AI dialogue

The secure solution for your company

Upload function: Easy access to your documents and images

Your intelligent bot to chat with your documents

The Top 5 Use-Cases for the amberAI Document Chat

With the Web Search feature in the amber AI chat, you can now retrieve information specifically from the public web — directly within the conversation with the AI. This feature is particularly helpful when you are looking for answers to questions that are not covered by your internal company knowledge.

Websearch with amber

AI-generated answers for every search

Jump quickly and easily to the amber search bar

Prompt suggestions for you

🖌️Generating and Analyzing Images with amberAI

Search Documents Directly in Chat and Chat About Them

Create Files in Chat (Word, Excel, PowerPoint and more)

Pin Chats and Share with Colleagues

The Library is the central place for files in amber. Here, you can upload documents, organize them in folders, and make them available for working with AI.Uploaded files are indexed directly and can then be accessed through Document Search and used by Agents.

Using the Library in amber

Every user gets a daily token budget for working with amberAI. If that budget isn't enough, there are several ways to get extra capacity – tailored to power users, automations, or entire teams. This article explains how the budget works, how to check your usage, and what options are available if you need more.

How token usage works at amber

Become the hero of your team and generate the most value with amber!

Tips and tricks for using amber

M365 [without Outlook]

Your first connection with M365

The Teams integration

Teams filter

OneNote

Browser Tips and Tricks

Create a shortcut in your taskbar

Use shortcuts to start your search directly from the address bar!

Have amber as your Landing Page

Bookmark amber

General Features

Open Office documents directly in the respective desktop applications

Unified File Directory

There are certain words missing from your query!

Tool tips

Right-click for more options

Two versions are one too many…

Searching Scanned Documents

Forward in Target Systems

The preview function

Set once, applied everywhere!

Some of our features include technology based on artificial intelligence. We have listed them here for you:

Features with AI technology

Crosslingual search & translation of results

Spell Correction

Highlights in Documents

Ideas provides personalized suggestions based on documents from your connected data sources. It helps you discover useful questions and tasks without writing prompts from scratch.

Using Ideas in amber

Find out how to connect amber to the systems that matter to you.

Build your connectors

amber Actions

MCP (Model Context Protocol) servers are an abstraction layer to bring external tools and capabilities into the amberAI. This guide provides an overview of how the MCP functionalities are integrated, how to manage them, and how to use them effectively.

Overview of amber actions

Control Jira & Confluence directly from amberAI – Guide for End Users

Atlassian MCP in amber for Users

Outlook MCP in amber for Users

Outlook MCP in amber for Administrators

Atlassian MCP in amber for Administrators


Using amber with Claude (claude.ai)

In General...

Find out how to connect new data sources

Network Drives

Network Drives: Open Folder and Files

First connection with network drives

Outlook in General

Forwarding to e-mails does not work

Search your email attachments

Import .PST files into Outlook and then into amber

Outlook Exchange

Search your shared group mailboxes

Connect amberSearch with your d.velop document management system.

d.velop d3

Connect amber with d.velop

With amber you can also search through Atlassians two main systems, Jira and Confluence. In this section we tell you some more details about our Jira and Confluence connectors.

Atlassian

Confluence

Jira

Connecting Confluence and Jira for Users

GitLab

Search all your Issues, Merge Requests and Gitlab Wiki Pages

Have you ever wished you could save certain templates for a chat? That’s exactly what agents are for! Provide agents with fixed instructions and different data sources to chat about specific use cases.

Agents

Agent Library

Creating Agents – Here’s How

Agent Instructions: Tips & Tricks for the perfect configuration 

Supported file types for agent upload in amber

Everything about making your search more efficient

amber Search

amber is your central entry point when you want to find emails, documents, images, or chat messages in your company. Your access permissions remain intact — this means team members can see different results for the same query based on their rights.

Search with amber

Understanding search results

Image Search

Use amberSearch more efficiently

Searching in a specific folder

Operators

Tips and tricks at the bottom of the search results

Filter options

Resetting Filters

Optimizing Image Search

Clustering images

Use operators for image search

Whether you want to access amber from your desktop, your browser, or your SharePoint, we enable you to do exactly that

Apps & Extensions

Apps

amber Teams App

amber Desktop App

Extensions

📧 Outlook Add-In for Users

Download amber Browser Extension (Google Chrome & Microsoft Edge)

Features - amber Browser Extension

For the detailed API documentation please visit: https://developers.ambersearch.de

API & Automations

n8n is an open-source automation tool that lets you create workflows without deep programming knowledge. By connecting it with amber, you can embed enterprise search and AI-generated answers directly into automated processes — for example, in Slack bots, email workflows, or internal dashboards.

🤖 n8n Workflow Integration

How to get your API Key

⌨️Quick API overview — amber 

This section is intended just for administrators as a lot of technical knowledge and administrator access rights are required to fulfill the tasks from this section. Furthermore, these instructions only apply to online systems. 

Data Source Set-Up (Administrators)

Integrate SQL Database in amber

Follow these steps to securely connect your SQL database to amber so your teams can query data using natural language.


Set up SQL Database (Beta)

Integrate BlueSpice in amber

Set up BlueSpice

Integrate Enaio in amber

Set up Enaio Client

General

Set Up SSO (Single Sign On) with Okta through Saml

Set Up SSO (Single Sign On) with Microsoft through Saml

Integrate Google Drive in amber

To set up the Google Drive connector you need administrator access to your Google Workspace and your Google Cloud Console.

Set Up Google Drive Connector

Integrate BookStack in amber

Set up BookStack

Integrate Q.Wiki in amber

Set up Q.Wiki Client

Integrate GitLab in amber

SetUp GitLab

Integrate Plone in amber

How to provide API Access to amber through Zope

Set up Plone Client

Integrate ConSense in amber

SetUp ConSense Client

This section will help you to make amber widely available to your users. There are several options on how to integrate amberSearch into your system which are explained here.

Integrate amber in other applications

amber Desktop Application deployment and configuration

Teams app (for administrators)

Chrome & Edge Plugin: Rollout for the Entire Company (Administrators)

📧 amber Outlook Add-in – Administrator 

Learn, how to connect amber with your M365.
If you need assistance please reach out to us via it@ambersearch.de