Document Management Link

Access supporting documents from within Sage with Orchid Systems Document Management Link (DML) add-on.

DML provides easy access to essential documents directly from your Sage 300 screens.

File, locate and refer to relevant documents (e.g. POs, Invoices, Contracts) when processing transactions in Sage 300
Economical document management system to streamline all Sage 300 processes that require supporting information
Seamless integration between Sage 300 and your document management or file-sharing system (e.g. SharePoint, OneDrive, Dropbox, Google Drive)
You control how and where documents are displayed
Helps make the paperless office a reality
Support remote working, staff mobility or multiple office locations by overcoming your reliance on physical documents

Document Management Link features

Any Sage 300 field displayed on a screen, including Grid fields, (except for check-boxes or drop-down selections)
Up to two fields, e.g. Vendor and Item, to filter selection
Sub-directories – e.g. to allow access to archived documents
Optionally specify which screens will trigger the display of linked documents
Optionally configure filters to restrict which files to display
Compatible with other 3rd party modules developed in the SDK

When the user opens a Sage 300 screen that references the configured fields:

An ‘Alert Box’ will open to reveal any documents that have been linked to field values on that screen
The user can then open those documents, or add new ones
Documents saved in the configured folders are available for display in the DML Alert Box
Most file types supported

Dragging & dropping documents directly into the DML Alert Box from within Sage 300 will deposit them into the designated folder
Optionally trigger an automatic file rename, based on rules you nominate, when adding files by drag & drop from Sage 300
Emails and/or email attachments can also be dragged and dropped directly from your Outlook desktop client into the DML Alert Box
Documents can also be saved directly into the nominated storage location from outside Sage 300, (e.g. 3rd party program, Extender script)

You nominate where linked documents reside. either in a shared network folder, or Microsoft SharePoint.

Email files stored in the network folder directly from the DML Alert Box from Outlook
Map that folder to a cloud-based file sharing service (e.g. Dropbox, Google Drive, or Microsoft OneDrive)
Take advantage of the synchronisation and sharing capabilities those services offer

Benefit from its collaboration and security features
Automatically trigger standard SharePoint workflows for notification, approval, multi-user approval or feedback when you add a document to DML
Create & trigger custom SharePoint workflows

Purchase orders and invoices
Employee expense claims
Link an Accounts Payable Invoice during A/P Invoice Entry, also making it visible from the A/P Vendor Activity and A/P Payment Entry screens
Link an A/P Invoice in one Sage 300 company, and have it appear automatically from within another Sage 300 company (e.g. in conjunction with Orchid Inter-Entity Transactions or Inter-Entity Trade)

Link a delivery document during O/E Order Entry, also making it visible from the O/E Shipment Entry and O/E Invoice Entry screens
Product Specifications; Contracts; Tenders; Legal documents
Dispatch & Shipping Advices; Bills of Lading & Air Waybills
Collection & Delivery documents; Customs, Quarantine and Inspection documents

Features relate to the latest supported version.
Document Management Link requires Sage 300 System Manager.
Document Management Link 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.