Setup Document Management Link

• Setup Document Management Link
  • Key Steps
  • Step 1. Configure SharePoint If using it to store documents
  • Step 2. Use I/M Setup>Options> Notes/DML/Extender Tray Tab:
  • Step 3. Add users who have access to DML

Key Steps

• Confirm where you are going to save the documents (Network Folder, including synchronised Dropbox,Google Drive, OneDrive folders, or SharePoint).

• If using SharePoint:

  • Confirm SharePoint Server name, Site and Version as well as Logon details

  • Add fields to SharePoint folders to store DML related details.

  • For a detailed example, refer to Setup Document Management Link with SharePoint for Office 365

• If using the Sage 300 Web Screens, see additional steps Install I/M Notes and DML Web Screens Key Steps

• Identify the Screen ID and the field labels in Sage

• Confirm which users will use Document Management Link.

• Configure DML in I/M Options > Notes/DML/Extender Setup, save and Refresh the tray icon

• Test

The setup steps are described in the Visual Process Flow (VPF) below followed by detailed steps. To assign VPF, see Assigning Visual Process Flows

Step 1. Configure SharePoint If using it to store documents

a. Logon to SharePoint to check details and security and create required fields. Refer to Setup Document Management Link with SharePoint for Office 365

b. Use I/M Setup\ Options on the SharePoint tab to define the version of SharePoint you are using, together with the SharePoint server and site details.

Step 2. Use I/M Setup>Options> Notes/DML/Extender Tray Tab:

a. Automatically Start the Notes/DML Tray- Generally leave set to "Yes"

b. Configure which Sage 300 Fields/Screens display documents

• Note Type = Network Folder or SharePoint if using SharePoint

• Enter up to 2 field labels found on the Sage 300 screens

• Select the folder where documents are stored

• Optionally, you can choose to show documents only on certain screens (RotoID).

• If required, configure how to rename files when they are added to the Alert Box

Tip: Use the F9 / Detail screen to setup the configuration as this will show you the required fields for each Note type.

Step 3. Add users who have access to DML

There is no specific Sage 300 security for DML.

You add users in the I/M License screen.

Enable a Sage 300 user as a DML User

• Add Sage 300 users who need to access Document Management Link in the Information Manager License Screen.
• If using SharePoint without multi-factor authentication, enter the SharePoint logon details in the tray.

Requirement! This applies to the latest Information Manager product updates, PU13.00 and above for version 2022 and above (released December 2024).

Refresh the Tray icon if you have made any changes on the IM Setup>Options in the current session as the Tray icon reads the current setup when the company is first opened.

Tip: If you have multiple Tray icons, Close the Sage 300 desktop and re-open to refresh the configuration.