Information Manager Release Notes

Important! The documentation refers to the latest product update for the latest version of Sage 300, currently version 2025. Unless otherwise specified, the content applies to all supported versions, currently versions 2025, 2024 and 2023.

What's New in the latest update?

What's New in Information Manager PU13.01 (March 2025)

Applies to versions 2025, 2024 and 2023.

  • Changes to DML / SharePoint integration to support creating folders in SharePoint 2019.

  • You can now configure Notes/DML on popups, even if one field is on the popup screen and another on the main screen. For example, see details Configure Documents on the P/O Receipt Screen

  • Changes to the tray to check the column width and to use the visible column instead of the non-visible column. Applies to screens that have multiple grids with identical document numbers. See example in Configure Documents on the A/R Customer Activity Screen

  • When running an Extender script in I/M Notes, you can now make the Information Manager Tray scroll to the bottom of the Notes panel. See details in the Extender help.

What's New in Information Manager PU13.00 (Dec 2024)

Applies to versions 2025, 2024, 2023 and 2022.

  • For all versions, DML users are now configured in the Information Manager license screen. Enable a Sage 300 user as a DML User.

  • For versions 2025 and 2024 only, Web Screens are available for Notes and Document Management Link - I/M Web Screens - Notes and DML.

  • Improved support for Chinese language in the Tray.exe

  • Sundry fixes to I/M Options screen.

New Features and improvements In Prior updates

If you are upgrading from prior versions

Tip: Details of new features and fixes are available in the application for all modules. Go to the Setup >Options > Updates Tab in Information Manager.