Collaboration

Create, locate, update and share information in intuitive, powerful ways that can be easily integrated into your everyday use of Sage 300

The starting point for a collaborative working environment isn’t software. It’s a culture that promotes the sharing of ideas and information.

Once that foundation has been laid it's time to think about the tools you need to support collaborative working. This becomes more critical as your business grows, spreads across multiple sites, and embraces mobile working.

These Sage 300 add-ons from Orchid Systems are a great place to start, either on their own or combining with other Orchid products.

These are our core Collaboration products, but others can also play a key role

Notes

Attach context-sensitive notes to Sage 300 screens

  • Information where and when it's needed
  • Notes can include rich text, hyperlinks, and even small images
  • Control who sees what by configuring role-based rules
  • No more looking up Operations Manuals, or searching for lost reminders
  • Supports remote working and multi-site operations
  • Improve customer service by having key information readily at hand
  • Improve data accuracy and support on-the-job training, with pop-ups displaying contextual data-entry guidelines
  • A platform for further customization when combined with Extender and other Orchid products

Learn more →

Document Management Link

Easy access to essential documents directly from your Sage 300 screens

  • Improve customer interactions by having key information just a click away
  • File, locate and refer to relevant documents (e.g. POs, Invoices, Contracts) when processing transactions in Sage 300
  • Support remote working, staff mobility or multiple office locations by overcoming your reliance on physical documents
  • Helps make the paperless office a reality
  • Seamless integration between Sage 300 and your document management or file-sharing system (e.g. SharePoint, OneDrive, Dropbox, Google Drive)
  • You control how and where documents are displayed

Learn more →

TeamWork for Sage 300

Mobile, chat-based collaboration and management

  • Provides configurable alerts, notifications, and approval workflows for Sage 300 records in a chat interface
  • Use a combination of mobile or desktop chat apps, and Sage 300 screens
  • Chats are stored and displayed in the context of Sage 300 transactions
  • Chat conversations are logged and stored in Sage 300 for later reference
  • Supported by easy-to-use workflow templates and configuration options
  • TeamWork is powered by AutoSimply AC Chat, Orchid Extender, and Orchid Notes

Learn more →

Take collaboration further using these other Orchid products

Extender

Where Collaboration meets Customization

  • Trigger alerts & notifications, by email or within Notes, when configured events occur
  • Turn Notes into Extended Notes to display conditional content, or generate variable note content on the fly.
  • Use Extender Workflow to streamline approvals and other business processes

Learn more →

Email SmartLink

Our Bonus Collaboration Feature

  • Available at no extra charge to Orchid Users (DML Users or Workflow Users)
  • The easiest way to share a reference to Sage 300 data that needs the attention of a colleague.
  • Click an icon to open an email, and paste in a SmartLink (hyperlink) to the active Sage 300 record.

Learn more →

Info-Explorer

A powerful yet affordable BI tool

  • Integrated analysis & budgeting
  • Share cubes for shared insights
  • Collaborate on budget preparation, and write back to Sage 300
  • Use Process Scheduler to automatically refresh and distribute your cubes

Learn more →

Testimonials

...the Orchid Notes system is the best I’ve seen.

MIKE COOK, OPERATIONS ANALYST, NEW LINE HOSE & FITTINGS, SURREY, BC, CANADA

As we get more and more documents into the digitized systems we can get rid of a lot of the filing cabinets that are taking up real estate in our office!

JOSH REEVES, CFO, WALTHER FARMS, THREE RIVERS, MICHIGAN, USA

I REALLY like Document Management Link! It may seem like a minor thing, but it has HUGE benefit within my little world!

MARK BINKLEY, DATAQUEST INC., KNOX, INDIANA, USA

Truly, my mind is overflowing with all of the possibilities of the interplay between Extender and Notes. This new relationship between them feels like such a game-changer! Sincerest kudos to you and your team - both of these modules are rapidly becoming 'must-quote' for me on new sales as it’s turning so many previous 'no's into 'yes's!

DAVID GELULA, GELULA CONSULTING, ILLINOIS, USA

This is way better than having something stuck out on a shared drive, where you can never remember what you called it when the auditors come knocking!

JOSH REEVES, CFO, WALTHER FARMS, THREE RIVERS, MICHIGAN, USA

Document Management Link is a stunning product.  My client is over the moon about it!

PIETER GRIESSEL, COUNTWIZ CONSULTING, SOUTH AFRICA

Learn More

Collaboration in Action - Webinar

Watch Sales and Purchasing Teams collaborate using Sage 300, various Orchid Add-on modules, and cloud-based platforms such as Twitter, Microsoft Teams, LinkedIn and Twillio (for SMS). Includes a walkthrough of the Extender scripts used in the demonstration.
Spotlight on Document Management Link - Webinar

Our June 2023 webinar shined the spotlight on Document Management Link (DML) for Sage 300. We demonstrated various scenarios, answered common support questions, and showed how DML can be used with other Orchid modules.
Notes & Document Management Link - Demo Webinar

Anne gives a detailed demonstration of Orchid's Notes and Document Management Link add-on modules for Sage 300. The demo includes examples of 'Extended Notes' (Notes+Extender scripts).
 
Extended Notes
Extended Notes...revisited
With Notes + Extender, the whole really is greater than the sum of the parts. 3 years after coining the term Extended Notes we take another look at some of the many creative applications our business partners are finding for it.
 
Notes & Document Management Link (DML) Tips - Webinar

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.
Cross-Company Collaboration with Orchid DML & Notes - Webinar

Our January 2025 webinar explained and demonstrated how Orchid's powerful Sage 300 collaboration tools, Document Management Link (DML) and Notes, can transform how teams and departments across an organization share information.