I/M Web Screens - Notes and DML

Web Screens for Information Manager are only available if you are running Sage 300 version 2024 and above.

Note: Notes and Document Management Link web screens rely on the Sage 300 web screens being installed and configured.

Available screens

With the release for Sage 300 version 2025, the following Document Management Link and Notes screens are available in the web screens:

Notes

  • Adding and Updating Notes

  • Web Tray to display the Information Manager Notes in the Sage 300 web screens.

Document Management Link

  • Web Tray to display Documents in Network folder in the Sage 300 web screens

Future releases:

Some Information Manager functionality is only available on the classic desktop screens:

  • I/M Option Configuration

  • Extended Notes: The ability to run Extender scripts to display information in Orchid Notes

  • Support for Documents in SharePoint is not available.

  • Other components of Information Manager suite.