Document Management System 5.6A– User Guide - Visionetix

Document Management System 5.6A? User Guide

Software Documentation This document is the software documentation for the Sage Accpac Document Management System module developed by Visionetix Software. All rights reserved. ? 2010 Commercial in Confidence

User Guide ? Document Management System 5.6A

Disclaimer

Visionetix Software (Visionetix) has exercised care to avoid errors but provides no warranty that this document is error or omission free. It is intended for use in relation to the Sage Accpac Document Management System module and no representation or warranty is made or given as to its suitability for any other purpose.

Document authorisation

Project sponsor:

Pranesh Ravindra

Document Version: 1.0

Division:

ACCPAC

Signature:

__________________________

Date:

__________________________

Page 2 of 31

User Guide ? Document Management System 5.6A

Contents

1. Introducing Document Management System

4

2. New Features in Document Management System 5.6

5

3. Program Installation

6

3.1 Installation Requirements for the DMS Server ( web components)

6

3.2 DMS Installation Procedure for Server (IIS 7.0)

6

3.3 DMS Installation Procedure for Server (IIS 6.0)

12

3.4 DMS Installation Procedure for Clients

18

3.5 Activation Process

19

3.6 Tables

20

3.7 DMS Settings

21

3.8 DMS Database Configuration

22

4. Security

23

5. DMS Functionality

24

5.1 DMS Scan Documents

24

5.2 DMS Attach Documents

25

5.3 DMS Manage Documents

26

5.4 DMS Show Documents

27

5.5 Search Documents

28

5.6 Delete Documents

29

6. DMS Screens

30

6.1 Accounts Payable

30

6.2 Accounts Receivable

30

6.3 General Ledger

30

6.4 Inventory Control

30

6.5 Order Entry

30

6.6 Purchase Order

30

Page 3 of 31

User Guide ? Document Management System 5.6A

1. Introducing Document Management System

The document management system makes it easy to store and relate original paper documents to Accpac transactions. Technical Features:

? It has the same look and feel as ACCPAC. ? Uses ACCPAC Lanpaks. ? Uses ACCPAC security. ? Tight Integration with Accpac. ? Developed using the ACCPAC SDK and technologies. Functional Features: ? Integrated Document Management System from standard Accpac interface. ? Upload images, PDF, Word and other supported types directly to the DMS database. ? Relate digital documents to ACCPAC database transactions. ? Retrieve digital documents as they relate to ACCPAC transactions. ? Scan paper documents to a digital format directly from Accpac. ? Export saved documents to a number of formats including Word and PDF.

Page 4 of 31

User Guide ? Document Management System 5.6A

2. New Features in Document Management System 5.6

? DMS feature is now available on AP vendors and Payment transactions. ? DMS documents for payments transactions can also be viewed from the vendor

activity screen. ? DMS feature is now available on AR customers and receipts transactions. ? DMS documents for receipts transactions can also be viewed from Customer Inquiry

screen ? From the new customer inquiry screen users can now also view the documents of

Order entry, shipment entry and Order entry invoices without drilling down to the order entry module. ? Supports IIS 7.0

Page 5 of 31

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download