Documents can be linked to up to 2 fields (e.g. Vendor Number and Invoice Number). They can appear on all Sage screens that display those fields, or only on nominated screens.
Flexible display & editing options
Linked documents are displayed in an Alert Box that can be pinned to the Sage screen, or float. You can add new documents by drag and drop, or from screen buttons. Just double-click to open a document.
Store emails & email attachments
Simply drag and drop an email and/or its attachments directly from your Outlook inbox into the DML Alert Box. It will be stored and accessible just like any other file type.
Document Management and Process Automation
Flexible notes, where you need them
AP AUTOMATION FOR SAGE 300
Reporting views of budgetary commitments
Comprehensive email delivery for Sage 300cloud
Sophisticated supplier invoice approvals
A streamlined approval and auditing system
A simple Document Management System for Sage 300
A Simple Document Management System for Sage 300cloud