Orchid Document Manager Link

For Sage 300

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
An economical way to streamline all Sage 300 business processes that require supporting information
Builds upon your existing scanning and storage regime.
Seamless integration between Sage 300 and cloud-based file-sharing systems (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 and by overcoming your reliance on physical documents

DML builds on your existing document scanning and capture systems by making your documents easily available from within Sage 300

Any Sage 300 field displayed on a screen, including grid fields (but not check-boxes or drop-down selections)
Up to two fields, e.g. Vendor and Item, to filter the selection
You can also link to sub-directories, e.g. to allow access to archived documents

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 are supported

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

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

Network folder files can be emailed directly from the DML Alert Box, using Microsoft 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 SharePoint’s 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 A/P 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 in another company (e.g. in conjunction with Orchid’s Inter-Entity Transactions or Inter-Entity Trade)

Product Specifications; Contracts; Tenders; Legal documents
Dispatch & Shipping Advices; Bills of Lading & Air Waybills
Collection & Delivery documents; Customs, Quarantine and Inspection documents
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