Configure Tray for DML User

Setup DML User

To enable functionality in Document Management Link , the logged on user needs to be set as a "DML User".

  1. In the System Tray, select the Orchid I/M Tray icon and drag it onto the taskbar. This makes ongoing support easier.

  2. Click on the Tray Icon, select Options.

  3. Tick "DML User" checkbox (or un-select if a user no longer requires the functionality)

    4. Tip: ADMIN is automatically selected as an DML User.

  4. If using SharePoint, enter the user's logon details.

    1. Leave the details blank if using Multi-Factor Authentication and basic authentication is disabled. Users will be prompted to enter their details and follow the MFA prompts when they use the Tray.

    2. If enabled in your site, you can also create an App Password for each user.

    5. Refer to Using Orchid Modules with Office365 App Passwordsfor details.

  5. Save the tray

  6. Restart the Sage desktop

 

Note:

DML User licences are issued on a concurrent basis. DML User licences are allocated on a 'first come, first served' basis, as users sign in to Sage 300, and are released when those users sign out.

Once the available licences have all been allocated, other users will see a 'No Available DML User' message.

Setup Document Management Link

Network Folder Configuration - Setup Notes/DML/Extender Tray Tab