Notes & Document Management Link (DML) Tips - Webinar

Product Training

In our April 2022 Webinar, Anne, Nancy, and Nathalie show how to get the most out of Orchid Notes and Document Management Link (DML) for Sage 300 using some of their newer and lesser-known features.

00:00 Introduction
03:07 New features
06:38 Setup tips (VPF, French language)
14:52 ORGID and YYYY new features
17:47 DML and SharePoint App Password
20:35 SharePoint new features demo
26:07 Support - when to close the tray
27:11 Import notes
27:53 Note data model tip
28:29 Customer Number Change
29:05 DML Support questions
31:06 Notes and Pictures
34:58 DML and Optional Fields
37:48 P/O Purchase Order documents
46:33 DML and G/L Transaction example
48:45 Using DML with Finders
50:49 DML Tray Tips
53:18 Finding Roto ID Example
55:36 Q&A