DocLink for Sage 50 enables you to digitise and attach all types of documents to records in Sage 50, such as:

  Purchase invoices

  Sales invoices

  Purchase payments

  Sales receipts

  Journal debits and credits

  Bank receipts and payments

 
 

DocLink can be easily tailored to utilise existing document management systems, from a simple networked drive to a full enterprise content management system.

DocLink can be enabled on a single and multi-company basis.




DocLink has been specifically developed to integrate with Sage 50 and provides a number of benefits to users. These include:

The functionality of DocLink for Sage 50 allows users to move away from depending on hard-copy documents. This allows for significant reductions in operating costs incurred through storage and time spent locating and retrieving documents.

The system provides a central store where invoices, purchase orders and other documents can be held alongside the relevant accounting records. This provides greater visibility and control over accounting processes and records. It also enables rapid access wherever you need it.

The system’s seamless integration with Sage 50 ensures quick installation and ease of use ― documents can simply be scanned in and linked up wherever needed.

DocLink for Sage 50 helps improve regulatory compliance, assisting you in meeting HMRC requirements.

A whole range of tasks are made easier with DocLink, such as budgeting, accounts preparation and review, as all the information you need is at your fingertips. You can handle customer, supplier or audit queries much faster.

Once stored, documents can be retrieved and emailed at the click of a button, whether you are in the office or working remotely. You do not need others to fetch the physical documents for you ― particularly useful when staff are unavailable.

DocLink allows complete visibility over what is behind figures or individual transactions. You can drill down to locate supporting documents ― ideal if you are in a supervisory or management role.

DocLink can be used to facilitate and improve business processes, as it allows workflow and control of each type of document ― for example approval of supplier invoices or payments. You can easily see what stage each document has reached in the process. Documents can be annotated at each stage to record, for example, a query on an invoice that needs to be dealt with.

The risk of lost or damaged paperwork is minimised as documents are stored electronically and backed up with your Sage data. The use of electronic storage can also help reduce the amount of physical paperwork in your office and ultimately reduce storage costs.


DocLink
 
 


 
 
 
 
 
 


Centralised control

What does this mean?
• DocLink has been split into a client and server system. Users, companies and other system settings are controlled via a central server component.

What are the advantages?
• Reduced configuration effort ― configuration and licensing can be performed once and in one place, regardless of the number of users.
• Simplified user experience ― the client user interface is simpler and less cluttered.
• Hosted configuration support ― where Sage is sold as a hosted service, the customer does not see nor have access to the licensing or configuration component of DocLink.


Document annotation

What does this mean?
• Each document stored in DocLink can be annotated with text.

What are the advantages?
• Notes about individual documents can be stored and shared by users within the software, so there is no need to store notes elsewhere.  Annotation actions are stored in the DocLink audit log.


Document editing and versioning

What does this mean?
• Once added to DocLink, documents were previously effectively read-only. Documents could be removed from DocLink, edited, and added back into DocLink, but the original document would have been lost.
• Now DocLink allows you to open a document, change it, and save those changes. This does not overwrite the original ― rather a version history is built up for each document, and every previous version remains accessible (and read-only). Audit information for each version is also stored.

What are the advantages?
• Documents can be edited within DocLink without losing previous versions or compromising compliance.


Workflow and document statuses

What does this mean?
• Administrators can define a list of possible document statuses (such as ‘draft’, ‘approved’, etc.). Documents can be assigned any of these statuses, facilitating rudimentary workflow support.

What are the advantages?
• A simple workflow system can be implemented without any additional software.


Permissions

What does this mean?
• Permissions can be set for Sage users, Windows users and Windows groups. The administrator can control whether or not users can add documents, edit documents, annotate documents, delete documents, view previous versions and view status change histories. The administrator can also specify that only certain users can change a document’s status from any status X to any other status Y, for each document status X and Y.

What are the advantages?
• The administrator has full control over which users can perform which tasks.
• Where Sage is sold as a hosted service, the hosting company can sell ‘read-only’ access to accounting documents at a different price to (for example) ‘annotate-only’ access, or ‘full’ access.


Email documents

What does this mean?
• Documents can be attached to emails from within the DocLink window.

What are the advantages?
• Efficiency ― previously users would have to drag documents out of DocLink before manually adding them to a new email.


Updated interface

What does this mean?
• As many of you will know, Sage 50 Accounts 2015 saw a huge cosmetic overhaul. Therefore DocLink has seen similar changes designed to make it more intuitive to use and better than ever before.


Attached document icons

What does this mean?
• In the Activity screen, hold down the Ctrl button to display DocLink icons next to the transactions.
• Any transaction that has files attached to it via DocLink will display a small document icon to the left.
• A single icon represents one file attached; a double icon represents multiple files attached.

DocLink document icons