Document Management Link - Training

Product Training

Anne shows how to configure and use Orchid's Document Management Link (DML) add-on module for Sage 300. Add, view and access relevant documents from within Sage 300, linked to specific screens and/or fields. (Includes a demonstration of Email SmartLink.)

00:00 Introduction & Overview
03:47 Activate Information Manager
04:05 Licensing for DML
05:40 Notes configuration using VPF
06:25 Configure the Tray Icon
08:29 Configure Masterfile documents (Vendors)
19:33 Configure MF + Txn Documents (Vendor & Invoice)
30:08 Configure for Customer Contracts
40:04 Configure for OE Order Documents
43:50 Configure Email SmartLink
46:12 Configure for all users, or override for individual users