• 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…
  • 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.…
  • 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…