Collaboration

Collaborating with Orchid Notes & DML

These Orchid products help you create, locate, update and share information in ways that are intuitive, powerful, and support the way you use Sage 300.
 

  • At the start of this century, the main agenda items for a forum on "collaborative working environments" might have been the design of open-plan offices, and the benefits of gossiping at the water cooler.
  • A decade later, as mobile and geographically distributed workforces became more mainstream, the focus had started to shift to collaboration within a virtual workspace.
  • Jump forward another decade to 2020, and knowledge workers headed for home in their millions as COVID took hold. The idea of a distributed workforce took on a whole new meaning, and keeping communication channels open was more important than ever.

Collaboration starts with the willingness to share ideas and information, but it also requires the processes and the tools to support this. One of the prerequisites is reducing or even eliminating our reliance on personal notes and physical documentation. That starts with digitization and shared data repositories, but it certainly doesn’t end there.

The last thing we need is another layer of complexity. Instead, to support and simplify our day-to-day work, we need to be able to create, locate, update, and share information in ways that are simple and intuitive.

This is where Notes and Documentation Management Link (DML), Orchid's main Sage 300 collaboration tools, come into their own.

Notes in a Nutshell
Notes

Notes enables you to attach context and data sensitive electronic notes to Sage 300 fields, telling your users what they need to know, where and when they need it.

  • Notes can be linked to just about any Sage 300 data, e.g. to specific users, customers, items, batches or transactions
  • Notes can appear every time the linked data is displayed, or be restricted to specific screens, and can also be targeted using role-based filters
  • Notes can comprise not just plain text, but also rich text, hyperlinks and even small images

When combined with other Orchid products, especially Extender, Notes provides a powerful platform for further customization of Sage 300.

More about Notes:

  • See the Notes product page for a fuller description and detailed list of features.
  • Scroll to the bottom of that page to see a selection of videos, from short sales presentations to more detailed product demos and training. 
  • Head to Notes Online Help if you are ready to start using Notes, or are an existing user looking for for "how to" primers and other reference material. 
DML Show & Tell
Document Management Link

Document Management Link (DML) allows you to link multiple files and documents to Sage 300 (Accpac) fields, and access them directly from your existing Sage 300 screens. It puts documents where you can find them, when you need them.

  • Linked documents can be accessed from any Sage 300 screen or transaction record that references a nominated field.
  • You control how and where documents are displayed, including optional role-based filters.
  • Add new documents by drag and drop from within Sage 300, and have them automatically renamed to conform to your own naming convention.
  • Document links appear in the same Alert Box used by Orchid Notes, so the two products work well together.

Linked documents can reside in an accessible file server folder, or within Microsoft SharePoint.

  • By nominating a file server folder that has been mapped to a cloud based file sharing service (e.g. Dropbox, Google Drive, or Microsoft OneDrive) you can take advantage of the synchronisation and sharing capabilities those services offer.
  • If you use SharePoint you can benefit from its collaboration and security features, and initiate workflows for document notification and approval.

More about Document Management Link:

  • See the DML product page for a fuller description and detailed list of features.
  • Scroll to the bottom of that page to see a selection of videos, from short sales presentations to more detailed product demos and training. 
  • Head to DML Online Help if you are ready to start using DML, or are an existing user looking for "how to" primers and other reference material. 

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Collaboration
Collaborating with Orchid Notes & DML
These Orchid products help you create, locate, update and share information in ways that are intuitive, powerful, and support the way you use Sage 300.