Q: Which Sage transaction types are supported by DocLink?
A: DocLink supports the following Sage transaction types: BP, BR, CP, CR, JC, JD, PA, PC, PD, PI, PP, PR, SA, SC, SD, SI, SP and SR.


Q: What versions of Sage 50 Accounts are supported?
A: DocLink supports all versions of Sage 50 Accounts from 2009 to 2017.


Q: What hardware and software do I need to run DocLink?
A: You need a client computer running Windows XP, Vista, 7, 8 or 10 (or the Server equivalent), .NET framework 3.5, sufficient permissions to install software and Sage 50 Accounts 2009 to 2017.


Q: Can DocLink support multiple users and multiple companies?
A: DocLink supports multiple users; each user needs to have a copy of DocLink installed on their computer. Sage 50 allows you to manage accounts for any number of companies. DocLink allows you to specify which of those companies it should work with. This allows you to enable or disable DocLink for different companies in Sage, giving you greater control and flexibility.


Q: Where are the documents stored in DocLink?
A: The location where documents are to be stored is defined on setting up DocLink. It is recommended that the storage location be in a folder that is backed up regularly and always accessible. If in a multi-user / multi-machine environment, where you have many users logging into the same Sage database at the same time, the storage location must be the same for everyone who is using DocLink in order for the documents to be accessible to everyone. For this reason it is recommended to use a network location.


Q: How much training is required to use DocLink?
A: For a regular user of Sage 50 Accounts, DocLink is very simple to use; it has been designed with the help of very experienced accountants and ease of use was one of the first design principles when creating the product. It takes a matter of a few minutes to understand how to attach and retrieve documents. DocLink comes with a detailed user guide if an occasional user forgets how to operate the software.


Q: Can I attach documents to existing Sage transactions?
A: Yes, it is very simple to add documents to existing Sage transactions. You simply open the document window for the Sage transaction in question and either scan the document, or if it is already in an electronic format, drag and drop it. Full details are in the user guide.


Q: How much space does a document take up?
A: This depends on the size of the document and the quality of the image if it is a scanned document; typically a document occupies around 20 to 25 kB.


Q: Can I scan batches of documents or do I have to add them one at a time?
A: DocLink enables batches of documents to be scanned in simultaneously and added to Sage transactions.


Q: How can I retrieve a document that is attached to a Sage transaction?
A: Clicking on the Sage transaction while holding the Ctrl button opens the document window which lists all the documents linked to that transaction. Then, simply double-click on the document you wish to view.


Q: Does DocLink require a backend database such as SQL Server?
A: No large or costly backend software is required by DocLink. The only additional software that is required is the very small and free (GPL) PDF conversion software, GhostScript.


Q: Can documents be edited once they are stored in DocLink?
A: Yes, provided the user has been given permission. Editing a document creates a new version of that document. All previous versions are stored with full auditing information so that no information is lost and all changes are traceable.


Q: Does DocLink support workflow / business processes?
A: Yes, a list of Document Statuses can be defined and the administrator can control which users can move documents between specific statuses. For example, the administrator might specify the following statuses: ‘Draft’, ‘Approval Required’, ‘Approved’, and ‘Rejected’. A user might save a new invoice with a status of ‘Draft’, then change the status to ‘Approval Required’ when the invoice requires approval from a manager. At a later time, the manager would then see that the document requires approval and can change the status to ‘Approved’ or ‘Rejected’.


Q: Can I email documents from within DocLink?
A: Yes, DocLink allows you to attach documents to emails with a single click.


Q: Is Outlook or an SMTP Server required for email functionality?
A: No, DocLink just opens the default email program with the selected documents attached to a new email. Any email program which supports MAPI is supported. If a webmail system is in use, documents can still be attached to emails, but this must be performed by using the Windows file system as an intermediary storage location.


Q: Does DocLink provide access control?
A: Yes, the administrator can control which users can perform which tasks. The administrator can also configure which specific document statuses each user can move documents between. Access control can be applied to Sage users, Windows users and Windows groups.


Q: Can I annotate documents?
A: Yes, DocLink allows users to add annotations to documents, which can then be seen by other users.