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  • Creating a barcode of the invoice posting reference automatically.

    Hi All, I'm wondering if it is possible to create a barcode of the invoice posting reference automatically? We want to be able to store invoices into a document management system automatically using the invoice posting reference number. If a barcode…
  • DM Drop Down Boxes

    Hello All, I am in the process of trying to get a standalone copy of DM running with our old data. I have had a few road blocks but have been able to get it to the point where i can see some data but the drop down boxes in the queries are mostly not…
  • Sage DM Stand Alone Question

    Hello All, Before we install the 18.4 version of Sage in early 2020 we are going to set up the Standalone copy of DM for image retrieval. I had one question from the Sage instructions in that the instructions specifically mention using version 18…
  • Document Management Solution Addons

    Are there any Sage CRM Add-Ons / Custom Built for commercial Document Management Solutions such as Docuware / Documentum / Filenet / Sharepoint etc ?
  • Documents / attachment management

    Good day Please advise in Sage X3 PU11. In the procurement cycle, PR and PO, there are various attachments, which needs to be securely kept and maintained. The Sage X3’s standard attachment function is not sufficient, as it exposes the attachment…
  • Windows In Place Upgrade

    Before I ask my question I want to mention that I know in place upgrades of Windows installs are generally discouraged but we have a reason to do it thus my question; Has anyone ever performed an in place upgrade of their OS with Sage 300 CRE on the…
  • Docuvault Printer Document Management and Windows 10

    We have a long time running issue that is becoming more serious with the impending lack of Windows 7 support. I have found that any users who are on Windows 10 cannot consistently get print jobs sent to Docuvault to show up in their inboxes properly.…
  • LIMITED TIME OFFER: Save on Sage Endorsed Solutions!

    For a limited time, you get 10% off Sage endorsed solutions like Sales Tax Automation, Business Intelligence and Inventory Management, to name a few. Sage is offering 10% off these solutions from Aug 1 through Sept 30: The discount is available on…
  • Document management issues with Sage 300 CRE with new users

    Hello, Just wondering if anyone else has seen something similar to what we are facing. Currently we have Sage 300 CRE ver 15.1.33 Rev 2 installed on Windows Server 2012 R2 Standard. The server is joined to our local domain. We have Document Management…
  • DM not working correctly after upgrade to 15.1

    Last night I upgrade our system to 15.1 for Accounting, Estimating, and Document Management. Document Management will allow us to classify and route documents, without any noticeable issues. When we have an invoice that has been approved, we link to…
  • Good Document Management solution for Sage 300?

    Can anyone recommend a good document management solution that integrates with Sage 300? We have a client that is a heavy ISO shop and want to go paperless.