You specify where and when document links will appear in Sage 300 by linking them to: lAny screen (including 3rd Party modules developed in the SDK) lAny field (including grid fields, but not check-boxes or drop-downs) lAny 2 fields (e.g. a combination of Vendor & Item) lAny data (e.g. specific Customers, Items, batches, transactions) lAny user (by configuring role-based rules) Nominate where linked documents reside. This can be a shared network folder, or within Microsoft SharePoint, or a combination of both. Document Management Link (DML) builds upon your existing scanning and storage regime to make relevant files easily accessible to Sage 300 users, where and when they are likely to be needed. Why use Document Management Link? Flexible Configuration Document Storage & Sharing Document Management Link Documents linked to Vendor and/or Invoice, stored in Network Folders and SharePoint Support collaboration and remote working by overcoming your reliance on physical documents. Integration Synchronize between systems more efficiently by calling external programs when changes occur within Sage 300. Workflow Add consistency and transparency to approvals and other critical business processes with structured workflows. Pre-defined Workflow Actions cater for common business scenarios. Monitor and manage progress with the Workflow Console. Network Folder benefits lMap your folder to cloud-based file sharing services (e.g. Dropbox, Google Drive, or Microsoft OneDrive) to take advantage of their synchronization and sharing capabilities lEmail files directly from the DML Alert Box, using Microsoft Outlook SharePoint integration lBenefit from SharePoint's collaboration and security features lAutomatically trigger standard SharePoint workflows for notification, approval, or feedback when you add a document to DML lCreate & trigger custom SharePoint workflows Specific Invoice All Documents for Vendor Vendor Contracts in SharePointWork with Orchid smarter Work with Orchid smarter Work smarter with Orchid www..systems or c h i d www..systems or c h id Work smarter with Orchid www.orchid.systems Work smarter with Orchid Work with Orchid smarter www. .systems orchid www. orchid .systems www . . systems orchid www. .systems © 2021 Orchid Systems. All rights reserved. All trademarks are registered trademarks or trademarks of their respective companies. Contact your Sage Software Solution Provider V-21.1 When the user opens a Sage 300 screen that references the configured fields: lAn 'Alert Box' will open to reveal any documents that have been linked to field values on that screen lThe user can then open those documents, or add new ones lYou can also link to sub-directories, e.g. for access to archived documents lDrag & drop documents directly into the DML Alert Box lThis can trigger an automatic file rename, based on rules you nominate lEmails and/or email attachments can be dragged and dropped into DML directly from your Outlook desktop client lAny document saved in the configured folder becomes available for display in DML, including those originating outside Sage 300 Viewing Documents Adding Documents More Information Further information about Document Management Link, including videos, is available from Orchid’s Website: www.orchid.systems/products. Minimum Requirements Document Management Link (DML) requires Sage 300 System Manager. DML User licences are required to access DML functionality. (The first concurrent DML User licence is included when you purchase DML.) Microsoft SharePoint (on-premises version supported by Microsoft or SharePoint for Office 365) is required to take advantage of SharePoint features. Features relate to the latest supported version. lDesign your business process lConfigure your Workflow Steps lAssign Workflow Actions to each Step lMonitor & manage with the Workflow Console info@orchid.systems www. .systems Screen Customization using Extender OCX Scripts. DML shows all documents related to OrderCustom button to Add Freight to orderCustom button to Print & Email InvoiceEveryone loves DML! Staff in different locations can see the relevant documents, and no more hunting around for lost paperwork! BONNIE WITTMEIER, EQUATION TECHNOLOGIES INC., CA, USA Almost any document can be shared using DML. Here are just a couple of examples. lLink an A/P Invoice during entry, making it also visible from the A/P Vendor Activity and A/P Payment Entry screens lLink a delivery document during O/E Order Entry, making it also visible from the O/E Shipment Entry and O/E Invoice Entry screens Use Case Examples Link a document in one Sage 300 company and have it automatically appear in another when used with Orchid's Inter-Entity Suite. Add a new Document Double click to open a new document Pin Alert Box to screen or let it float Add a new Document View directory Drag & Drop email attachment Drag & Drop entire emailNext >