Documents Help and User Guide

1. Overview

Sicon Documents allows users to attach documents, emails, orders and transactions in Sage, either by using a desktop scanner, browsing from a network location or dragging and dropping from an email.  There is no need to re-index a document after scanning; by attaching documents directly into Sage then relevant attributes are applied to each document automatically as each order, ledger or transaction etc. is saved.

Document Automation can be used if you would like to have your suppliers emailing you their invoices in, and you want the invoices to be scanned so that they can be processed into Sage with the minimum effort.

Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible while automatically archiving them at the same time.

Page Size Warning:  when scanning directly into Sage, a warning will appear if the size is greater than allowed, but the document can still be scanned in.  Our advice would be that an A4 page scan should be between 35 and 75 Kbytes and if there are scanned images much larger than this, to check the scanner settings.

Black & White or Colour:  HMRC are happy to see a black and white copy of the original invoice and so there is generally no need to scan images in full colour.  However, with modern scanners and image compression software, the colour scan and black and white scans should not be too dissimilar in size.

Drag and Drop:  drag and drop a file from a location, e.g. an email attachment – email is Outlook and Gmail, not web based email clients such as Gmail.  It is also possible to drag and drop from Windows Explorer.

Scanner Recommendations:  our recommendation would be the Fujitsu fi-7160 as a fast, reliable and robust scanner for use as a personal desktop scanner.  This is the most efficient way to work for high volume users that receive a lot of paper invoices; low volume users can use a shared scanner or network copier to scan images and attach via the file attachment method.

2. HM Revenue & Customs – Document Storage

The HMRC guidelines state that you must be able to guarantee the authenticity and the integrity of the content of your source documents throughout the storage period by either electronic or procedural means.  Store all the data related to your invoices, including such evidence as is required to demonstrate that authenticity and integrity has been ensured, be able to recreate the invoice data as at the time of its original transmission or receipt, and present the invoice data in a readable format.  You must keep history files so that the appropriate details from any particular time can be provided if one of HMRC’s visiting officers asks you to do so.  The same rules apply to the storage of electronic invoices as to paper invoices; you must normally keep copies of all the invoices you issue and receive for six years.

Sicon Documents can assist with complying with these regulations; please ensure you adhere to HMRC guidelines when using this product.

Source – Electronic invoicing (VAT Notice 700/63) Published 19th May 2015.

https://www.gov.uk/guidance/electronic-invoicing-notice-70063#conditions-for-electronic-storage

For further HMRC Document Retentions Guidelines, please refer to:

https://lgw.cnsonline.net/web/content/helpdesk/hmrcbestpracticeguides.jsp

3. Sage Admin Features

For users to be able to access Documents Settings and other features, users will require permissions detailed below; these will need enabling as required for each organisation.

Enquiries – POP Receipts and Despatches with No Documents:  this permission will allow users to be able to find all receipts and despatches that have not had documents added.

Enquiries – POP Orders and Returns with No Documents:  this permission will allow users to be able to find all orders and returns that have not had documents attached.

Enquiries – Document Search:  this will give users the ability to be able to search to find specific attachments within Sage.  Users will only be able to view documents as per their permissions set within Documents Settings.

Enquiries – PL Transactions with No Documents:  this permission will allow users to be able to find all PL transactions that have not had documents attached.

Settings:  configure to allow users the ability to access Documents settings.  As this will allow for users to allocate licences and switch on or off other settings, this would usually just be an Administrator permission. There is also a separate feature to give access to creating or editing Email Templates for use with Document Distribution. The feature for User Settings is likely only needed as a result of a support issue if the user needs to clear their caches, or if the user wants to reset the tips. The Enable Module screen allows you to review or update enable strings for any installed Sicon modules.

Tools – Split PDF:  this permission will allow users to be able to split multi-page PDF documents into single page documents.

Document Automation – Process Invoices/ Upload Suppliers: These permissions will allow users to access the Process Invoices screen where the document automation occurs or send all supplier information to Cogidocs (if using Document Automation).

Help & User Guide:  this will give users the ability to view the Help and User Guide from within Sage.

4. Settings

4.1. Licence Tab

A licence string will be supplied in accordance with how many ‘Index and View’ and ‘View only’ licences have been purchased.  This will need to be updated on a yearly basis or if the number of licences has changed.

If using Sicon Document Automation there is an additional enable string once you have proceeded beyond using the initial test bundle. You can add the Licence Bundles which have been purchased using the ‘Add Bundles’ button.

The bundles will be displayed outlining how many documents are available on that bundle and below will show how many are available in total, how many used and how many remaining (across all of your Sage companies). If you are using Document Automation in multiple Sage companies, then you can double click on the Bundle Usage figure to see this broken down across each of your companies.

4.2. Sage Users Tab

Once the Documents Licence has been applied, allocate the ‘Full’ and ‘View Only’ licences to the Sage users as required. Note that a Full user licence will take up one of both of your Full and View Only licence counts. Clicking ‘Update Users’ will add in any users from Sage System Admin that have access to the current Sage Company.

Full licence rights:  whether the user is able to add documents into Sage; either by scanning, dragging and dropping or browsing. This permission is required if the user intends to process invoices using Document Automation.

Can Re-Index:  whether the user will be able to re-index a document once it has been added.

Can Delete:  whether the user is able to delete documents added into Sage.  This is usually just an Administrator permission.

Delete on Indexing:  selecting this option will delete documents from the location once uploaded; this is useful if documents are being scanned in using a network scanner and then uploaded into Sage from this folder.  This is dependent on Windows users file permissions.  Usually this would not be switched on initially but can be turned on once the users are confident with the system.

View Rights:  determine whether the user is able to view all indexed documents, only those they have indexed themselves, or documents that have been indexed by other users in their Sage Role.

Default Indexing Option:  if a particular option is specified, the default option will be performed as soon as the add document screen is opened.  This can be set as No Default, Scan, Scan with Options or Attach.

Default Attachment Path:  enter a file path if documents will always be added from a specific location – this will remove the need for the user to always browse to a particular location.

4.3. Setting Tab

Scanning Options

Scanned File Type:  when scanning in documents, to either scan as a PDF or Tiff file.

Default Scan Resolution:  this sets the default DPI; increasing this will mean the document size will be greater when stored.

Page Size Warning:  when scanning directly into Sage, a warning will appear if the size will be greater than set here, but the document will still be scanned in.

Test Scan Driver:  select the driver configured, either Twain or WIA.

Test Scan Source:  select from the drop down list the scanner to run the test scan on.

Attaching Options

Default Attachment Location:  if a location is entered here, then when all users go to add a document, this will be the default location to pick up the attachment from.  Make sure that this location is able to be accessed by all users.

Logging Options

Log to File:  by default, these settings are off but can be enabled if tracking down a problem with Documents.  If on, this setting will record events in the Log File.

Log to Windows Event Log (on premise):  by default, these settings are off but can be enabled if tracking down a problem with Documents.  If on, this setting will record events in the Windows Event Log.

Functionality

Enable Add and View button context menus:  by default, this will be on and will allow the user to right click on the Add Document button and add a different Document Type; i.e. when adding a document against Sales Order, the default document added would be an Order but another document type can be selected from the list if required.

Convert Tiff files to PDF when opened:  this is a work around for a limitation of Windows photo viewer which does not have an option to print a single page of a multi-page file.  By converting to PDF, all of the features of the PDF viewer can be used, including printing specific pages.

Enable Document Count Columns:  by default, this is enabled and will show a count of documents added, e.g. see Supplier Transaction screen against a PL Supplier below.  Documents can be added or viewed against an invoice here too by clicking the Add Document or View Document buttons at the bottom of the screen.

Disable Sage Scan and Attach functionality: This removes the buttons added by Sage in later versions of Sage 200c that enable you to add documents to transactions.

Render PDF Files with Direct X (instead of GDI+):   A new setting to determine whether PDF files are rendered with Direct X or not (otherwise rendered with GDI+). This setting was introduced as a result of a support issue where the font was unreadable on scanned documents.

4.4. Indexing Information

This tab can be used to show how Modules, Entities, Document Types and Attributes are linked together and what attributes are available under a particular document type.

Modules:  Sage and Sicon Add-on modules where Documents can be used to index and view documents.  The System modules cannot be edited but additional modules can be added as needed.

Entities:  this is a list of entities against which document types can be stored.  System entities cannot be edited but additional entities can be added if required.

Document Types:  the classification of documents when added to Sage via Documents against a particular entity.  System document types cannot be edited but new document types can be added if required; there is a wizard for adding new document types.

Attributes: these are used to automatically reference the documents added to Sage via Documents.  System attributes cannot be deleted or edited (apart from the Description attribute which can be marked as mandatory if required), but additional attributes can be added if required.

Adding a New Document Type:  it is possible to either use the wizard to create a new document type, or right click on an Entity and click ‘Add New Document Type’.

Enter a name and a friendly name; the name cannot contain spaces but the friendly name can.  Pick a template to copy the attributes from and click Save.  This new document type will then be visible against the chosen entity when right clicking on Add Docs.

4.5. Required Documents

It is possible to configure certain transaction types to require a document to be attached; for example, Purchase Invoices can be configured to require an attachment while a Purchase Credit can warn if no document has been attached but can be saved without.

Various pop up messages will show to the user depending on the required option if no document has been attached.

Warning prompt but the user is able to continue saving the transaction without adding a document.

Warning prompt and the user is not able to save without attaching a document.

4.6. Document Automation

Please Note: This is additional functionality at an additional cost.  For more information, please contact your Business Partner or refer to our price list.

With Sicon Document Automation, you can take a document that you have electronically, and scan it within Sage so that information is extracted automatically, saving you having to key in the information manually when posting. This saves time and reduces the risk of human errors in the input process.

For more information on Sicon Document Automation please see the Help and User Guide below.

4.7. Document Distribution Tab

This tab is used to set defaults against the different document types that you will be emailing direct from Sage using the Document Distribution functionality.

The E-Mail Settings field at the top are only relevant if you are using the Sicon Courier Integration module, and enable you to specify both the From email address and the From name that will be used on emails sent alongside Courier despatches. Also see the next section relating to the SMTP settings used for this.

The Disable standard Sage print button can be enabled if you want to prevent your users from using the standard Sage print buttons for the document types. The intention behind enabling this would be to force users to instead use the Email and Archive button to ensure that the generated document uses the correct email template and formatting, as well as being archived.

The first three columns display the Module, Entity and each Document Type that can be used with Document Distribution. You can use the next five columns to see which settings have been applied to each of these document types. If you wish to use the same header pages/backgrounds/terms and conditions across multiple document types, you’ll need to add them separately to each document type.

Header Pages:

It is possible to select a PDF letterhead document that will be merged in as previous pages to the Sage document when it is sent via Document Distribution. If you have already selected a letterhead, then it will be displayed in the preview window in the bottom left hand corner of the screen. If you wish to select a new PDF document, then click on the following button: –

This will then enable you to browse for a PDF file. The file is then copied into your Documents folder location (within the relevant Sage company attachment path), and is stored in a LetterHead folder within the relevant document type. The file name is then stored in the Letterhead column of the main window and you will then see your PDF previewed in the preview window. You can view the PDF in its entirety by clicking the following button: –

The final button allows you to delete the Letterhead from the selected document type: –

This will then delete the PDF from the folder within the Sage Documents folder location.

Background:

In the same way as with header pages, it is possible to select a PDF document to merge in with the Sage document as a background.

Terms and Conditions:

In the same way as with header pages, it is possible to select a PDF document to add the terms and conditions to the bottom of the document that is emailed through Document Distribution.

Contact Role for Email:

Contacts held within Sage against customer and supplier accounts can be assigned one or more roles. These are created within the standard Sage Customer and Supplier Roles screen within the Accounting System Manager\Settings menu. Within each account, there can only be one preferred contact for each of these roles. In this column you can specify which role should be used in Document Distribution to ascertain which contact on the account should be the recipient of this email.

Outlook Options:

These options let you specify against each of the document types what you would like to happen when you click the Email & Archive button. You can either send the email immediately, open the email window in Outlook or do neither (if you want it to go to the drafts folder). The Include Signature option will add the selected signature in your Outlook options.

The Save to Drafts option is not available if you have chosen the Send Immediately option.

4.8. E-Mail Tab

This tab is only required if you are using the Sicon Courier Integration module, and need to specify your SMTP email settings so that despatch emails can be generated from that module. If you are using Document Distribution, you do not need to configure this tab, as emails sent from there will go directly through your Outlook client.

4.9. Storage Tab

This tab will show a breakdown of total documents in the Documents folder stored on the server by clicking on the Calculate Documents Folder Size button. You can expand the folders to drill into the size calculations.

Documents are stored in the attachments folder per company as assigned against the company within the Sage 200 System Administrator.

4.10. Metrics

This tab can be used to show the number of documents added per Module, Entity and Document Type to ascertain where documents are mainly being added to the Sage module.

N.B. as this feature requires .net Framework 4.0 or above, this functionality is only available for Sage 200 2015 and above.

Hovering over each section will cause a pop-up window that summarises the number of documents within each box. There are three algorithm options available to display the information in different formats, and you can change the direction that the sections run in. You can also export the graphical information into Excel via the Export Data to Excel button, where the counts of each combination of account and document type will be summarised.

4.11. Web Users Tab

These tabs are for Business Partners working with Sicon on Documents integration.

4.12. Import/Export Tab

This tab will allow for Documents settings to be exported from one company and then imported into another.  When exporting, an XML file will be produced which can then be imported into another company.

NB: any new document types created will not be exported for reimport, these would need to be set up again.

4.13. Warning within Settings

When editing/viewing the Documents settings, the below message may appear as a warning.  This is stating that there are multiple Companies configured in Sage System Admin to use the same attachments folder.  It is advised that all Companies in Sage System Admin are configured to store documents in individual folders.

4.14. User Settings

This screen gives access to two functions that affect the currently logged in user.

Clear Company and Roles cache:  if a user’s company access or role permission (as set in Sage System Admin) has not changed the user’s Sage interface, clear the cache here to pull through the new permissions.

Reset Tips:  this will reset any tips shown so users will see any new tips for new features and hot fix enhancements along with any previously selected to not show.

4.15. Email Templates

In this screen you can maintain email templates for each document type that you would use with Documents Distribution.

You can also add email templates for additional document types – this doesn’t mean you can then use these for Document Distribution, they are only used if you are viewing a document and click the Email button available in that screen.

This screen lists all of the entities and document types that can be used with Document Distribution. You can create a template for the email that the document will be sent out with. Click the Edit button to open the Email Template editor.

5. Adding a Document

If the Sage user has been given a full user licence, when entering a transaction or using the transaction/order enquiry functionality within Sage and Sicon Add-on modules (locations as defined in Documents Settings), there will be an option available to ‘Add Docs’.

For example, entering a Purchase Invoice within the Purchase Ledger:

Either drag and drop a file directly onto the ‘Add Docs’ button; i.e. a PDF from an email or click ‘Add Docs’ to open the main indexing screen.  This will allow you to either:

Scan/Scan with Options:  this will scan a document directly from a Desktop Scanner (must have a Twain driver installed).

Attach File:  add a document directly from a file source.

Drag and Drop:  drag and drop a file directly from a location onto the page from an email or other file source.

Once the document has been added, the options are to:

Save and Close.

Or

Add Security options, Save and Close; this will give the ability to specify which roles have access to view this document as per the user’s permissions (see Settings – Licence).

Or

Tools; if a multi-page PDF has been added, this tools option can split the document into single pages.

Or

Add New to add an additional document to this transaction or enquiry.

Once documents have been added the number of attachments will be displayed.

6. Viewing a Document

Once a transaction has a document indexed against it, select ‘View Docs’.

From here the document can be opened (a PDF could be printed) and if required, it can be emailed from here (which could use an Email template if one has been configured for this document type). Depending on user permissions, they may also be able to Re-Index the document or Delete the document.

If multiple documents have been attached against a single transaction or enquiry, these are displayed in either a list, as icons or in card form.

The Next and Previous buttons can be used to move between documents.

‘Multi Select’ can be ticked if multiple documents need to be opened or emailed out at once; it is possible to either hold down the Ctrl or Shift key to select multiple documents.  When in multi select view, the summary window will not be able to be shown.

7. Re-indexing a Document

If a user has permission they will be able to re-index a document already attached; for example, if there is a description that needs to be entered when the document is indexed but this was not done, a user can re-index, enter the description and Save and Close.  The majority of the fields cannot be edited as these are System fields and therefore read only.

It is possible to edit the security of a document when re-indexing, for example to restrict what roles have access to view this document.  Once changes have been made, click Save.

8. Deleting a Document

If a user has permission, they will be able to delete documents attached onto the system.  When viewing a document, the Delete button will be visible.  Usually this permission is just given to Documents Admin users to delete a document that has been added incorrectly.

9. Enquiries

Various enquiries can be run from Sicon Documents.

9.1. Document Search

Select the Entity and if applicable, the Document Type form the drop-down list.  It is possible to search either against a particular Attribute, e.g. Supplier Account code, or change to Text search and then start typing, e.g. a supplier name.  Clicking Find without entering a value against an attribute will return all documents indexed; this could result in a long search time once many documents have been added onto the system.  Multiple search filters can be used, for example in the search below all Purchase Invoices for Kitchen Builders with a document date between 1^st July 2020 and 31^st July 2020 will be returned.

It is also possible to perform the search across all of your Sage companies (via the check box in the top right-hand corner), if you are unsure which database holds the document that you are looking for.

9.2. PL Transactions with No Documents

Select ‘Enquiries’ and then ‘PL Transactions with No Documents’ from the side Sicon Documents menu.

It is possible here to select a particular supplier, transaction type (e.g. invoice or credit note) and date range to show all transactions where no document has been attached.

Once transactions are listed, it is possible to add documents directly onto the invoice; once added, the document can then be viewed.  If the search is run again, the invoice which has had a document attached will no longer be visible.

9.3. POP Orders and Returns with No Documents

It is possible here to select a particular supplier, transaction type (e.g. purchase order or purchase return) and the date range to show all orders or returns where no document has been attached.

Once transactions are listed, it is possible to add documents directly onto the purchase order; once added, the document can then be viewed.  If the search is run again, the order which has had a document attached will no longer be visible.

9.4. POP Receipts and Despatches with No Documents

It is possible here to select a particular supplier, transaction type (e.g. Purchase Order or Purchase Return) and date range to show all receipts or despatches where no document has been attached.

Once transactions are listed, it is possible to add documents directly onto the receipt; once added, the document can then be viewed.  If the search is run again, the receipt which has had a document attached will no longer be visible.

10. Document Automation

Please Note: This is additional functionality at an additional cost.  For more information, please contact your Business Partner or refer to our price list.

With Sicon Document Automation, you can take a document that you have electronically, and scan it within Sage so that information is extracted automatically, saving you having to key in the information manually when posting. This saves time and reduces the risk of human errors in the input process.

For more information on Sicon Document Automation please see the Help and User Guide versions below.

11. Tools

11.1. Split PDF

This tool will split a multi-page PDF document into single PDF files per page.  This can be useful if a supplier sends one PDF containing multiple invoices.  If a PDF has 10 pages, then once split, 10 individual PDF documents will be created once split.

Select a PDF file to split and then with the Output file, enter the location for where the documents will be created once split.  Use the Browse buttons to find the correct location.

12. Document Distribution

With this feature, you can create email templates to facilitate efficient emailing of documents using Outlook from Sage to the relevant customer/supplier contacts. Using the existing functions in Documents, these documents can be automatically archived against the relevant order/document type.

The standard document types where this can be configured are:

• Customer Statements
• Purchase Orders
• Purchase Returns
• Sales Credit Notes
• Sales Invoices
• Sales Order Acknowledgements
• Sales Order Goods Despatched Notes
• Sales Orders
• Sales Proformas
• Sales Quotations
• Supplier Remittances
• Customer Debtor Collection Notices (requires Sicon Debtor Management)
• Contract Renewal Reminders (requires Sicon Contracts)

12.1. Distribution Setup

In order to configure this functionality, there are two screens that require configuration. You can also configure information against a stock record if you would like additional documents to be added to emails that relate to orders containing that stock item.

Within the Documents Settings screen, there is a Document Distribution tab. In here you can configure whether you want to merge letterheads and terms and conditions with each of the relevant document types. You can also configure which contact role should be used to determine the recipient of the email, and whether the email will be sent immediately or created in your Outlook drafts folder.

The second step is then to customise the email templates associated with each document type. This is done via the Email Templates screen.

Once you have configured these two screens, then you are ready to use this functionality for the relevant document types.

If you wish to attach additional documents relating to particular stock items that are on the order in question, then you can configure additional documents to be attached to the email templates against the specific document type. In the screenshot below, you can see that there is a product specification document available on this stock item, this was added to the stock item in the normal way via the Add Docs button.

If you then wanted this document added as an attachment to all emailed Order Acknowledgements, then you would just drag this across into the window on the left and drop it onto the order acknowledgement line. This would then create an expanded line that would display this information in the window on the left. In this way, you can drop the document onto different document types, as well as being able to drop multiple documents onto the same document type.

12.2. Sending emails using Distribution

For the document types mentioned previously, a new Email & Archive button has been added to the relevant screens where this document type would be printed.

Using this button instead of the regular Print button will then merge the generated document with the email template (including any letterhead and terms and conditions document), and also archive the document against the relevant entity as if you had added the document yourself.

Depending upon the configuration of your Outlook client, you may see the following warning message. You can click Allow access for up to 10 minutes using this window. If you would like to prevent this message from appearing, then guidance can be found here: –

https://support.microsoft.com/en-gb/office/i-get-warnings-about-a-program-accessing-email-address-information-or-sending-email-on-my-behalf-86cc5ece-379e-45e3-b8eb-3fefba09946b#:~:text=A%20program%20is%20trying%20to,is%20up%2Dto%2Ddate.

12.3. Document Distribution Outlook Email Setting

Introduction

The Outlook email setting for document distribution is a crucial feature that allows administrators to specify a particular email account or shared mailbox to be used for sending emails. This global setting ensures that all emails sent through the document distribution system come from a consistent source, it’s essential to configure this setting carefully, as it is intended to be set up only once. After configuration, it’s equally important to verify that all users who need to send emails have the appropriate permissions to access the specified account or shared mailbox.

Prerequisites

1. Sicon Documents Installation
   • Sicon Documents must be installed on the system.
2. Outlook Client Setup
   • The Outlook client must be installed on each user’s machine.
   • Each user must be logged into their Outlook client.
3. Email Permissions
   • Send As Account
     • Users must have the account logged in within their Outlook client.
   • Send On Behalf
     • • Users must have the necessary permissions to send emails on behalf of the selected shared mailbox.
4. Outlook Settings Configuration
   • Ensure that the Outlook setting ‘Use Cached Exchange Mode to download email to an Outlook data file’ is enabled. [See Troubleshooting: Enabling Use Cached Exchange Mode]

Feature

The email setting in Outlook for document distribution offers two distinct modes. This section will detail each mode and explain their key differences.

Send Using Accounts

The ‘Send Using Accounts’ mode displays a drop-down list of all currently logged-in accounts accessible to the Outlook client [See Troubleshooting: Checking Logged in Accounts in Outlook].

This is a global setting and should not be configured on each user’s machine individually. When sending emails Document Distribution will attempt to send emails through the selected account. If a user’s Outlook client isn’t logged into the selected account, a warning prompt will appear, asking whether to send the email using the primary email account connected to the Outlook client or to stop the email from being sent. [See Troubleshooting: Failed to send email while using ‘Send Using Account’ Mode]

Send On Behalf

The ‘Send on Behalf’ mode displays a text box where the shared mailbox name or address can be entered. Document Distribution will then validate the entered value and attempt to match it to a mailbox within the user’s Offline Global Address Book. It is crucial that the Outlook setting ‘Use Cached Exchange Mode to download email to an Outlook data file’ is enabled so that Document Distribution can access the user’s address book. [See Troubleshooting: Enabling Use Cached Exchange Mode]

This is a global setting and should not be configured on each user’s machine individually. When sending emails, Document Distribution will attempt to send the email on behalf of the specified mailbox. If the mailbox cannot be found, a prompt will appear, asking whether to send the email using the primary email account connected to the Outlook client or to cancel sending the email. [See Troubleshooting: Failed to send email while using ‘Send on Behalf’ Mode].

If users have access to the shared mailbox but do not have the correct send permissions, the email will bounce back to the sender. If this occurs, please contact the appropriate IT support for the customer to set up the necessary permissions for their users.

12.4. Troubleshooting

12.4.1. Checking Logged in Accounts in Outlook

Outlook client > File > Account Settings.

12.4.2. Checking Offline Address Book

Outlook client > Home > Address Book Button

12.4.3. Connection to Outlook has Failed

This error can occur when the Outlook client has failed to open or requires user sign-in.

12.4.4. Enabling ‘Use Cached Exchange Mode’

Outlook Client > File > Account Settings > Double click the users email address > enable Use Cached Exchange Mode to download email to an Outlook data file.

12.4.5. Failed to send email while using ‘Send Using Account’ Mode

When this prompt appears, it indicates that Document Distribution has failed to locate the selected account on the user’s Outlook client. The prompt allows the user to either cancel the email or proceed using the primary email account connected to the Outlook client.

To check if the account is logged into the client, please see ‘Checking Logged in Accounts in Outlook’.

12.4.6. Failed to send email while using ‘Send on Behalf’ Mode

When this prompt appears, it indicates that Document Distribution has failed to locate the specified shared mailbox within the user’s Offline Global Address Book. The prompt allows the user to either cancel the email or proceed using the primary email account connected to the Outlook client. If the Outlook setting ‘Cached Exchange Mode to download email to an Outlook data file’ is disabled, it can prevent Document Distribution from accessing the Offline Global Address Book. Please ensure this setting is enabled. [See Troubleshooting: Enabling Use Cached Exchange Mode]

To check if the shared mailbox is within the offline address book, please see ‘Checking Offline Address Book’.

12.5. FAQ

1. Can Document Distribution send an email through an account that the Outlook client isn’t currently logged into?
   • No
2. Can Document Distribution send an email as behalf of a shared mailbox the Outlook client hasn’t got access to?
   • No
3. Can Document Distribution send an email as behalf of a shared mailbox the Outlook client has got access to?
   • Yes, however, if the user doesn’t have ‘send on behalf’ permissions for that particular mailbox, the email will bounce back.

13. Documents with Disputed Invoices

Sicon Documents adds some enhancements to the standard Sage 200 Disputed Invoices processing. This enables you to add documents to invoices that are currently under dispute, but to also flag existing posted transactions as being under dispute. This enhances the standard Sage functionality by allowing you to record the dispute code and enter a comment against this.

Note that Sicon Documents uses a query code of ‘D’ against purchase invoices to reflect that they are under dispute. It is strongly recommended that you do not have any existing invoices under this same dispute code when you first install/upgrade Sicon Documents. Please speak to Sicon Support if you want to discuss this further.

13.1. Adding a Document while Disputing Invoice at Time of Recording

If an invoice is being marked as disputed when recorded (i.e. with the Sage setting enabled to use disputed invoice processing), it is possible to add a document when entering dispute details.

Against the Purchase Ledger Supplier account a new tab will show ‘Disputed Invoices/Credits’ where individual invoices will be listed and show any attachments; if the user has permission they will be able to view the document or attach new documents.

It is also possible to view these documents through the Disputed Invoices screen.

If the disputed invoice is accepted, the document attached originally will post through to the invoice.

14. Documents with Sicon Construction

15. Documents with Sicon Contracts

Documents can be added against contracts and contract lines.

16. Documents with Sicon CRM

Documents can be added to Company, Person, Task, Opportunity or Tender records.

17. Documents with Sicon Fixed Assets

Documents can be added against a fixed asset, either when initially adding or when amending an asset.

18. Documents with Sicon Hire

Documents can be added against a hire order, or against lines on the hire order.

19. Documents with Sicon Projects

Documents can be added against a project; NB documents can only be added against the project once it has been initially created.

Documents can be viewed against a project by using the option to view the Project Enquiry and then the Sicon Documents tab.

20. Documents with Sicon Service

Documents can be added against a service case; either when viewing or amending, or against equipment.

21. Documents with Sicon Common Components

Documents can be added against a Sicon Employee record; either when creating a new employee or amending an existing one.

22. Documents with Sicon Works Order Processing

Documents can be added or viewed when amending a works order.

23. Documents Location

Documents can be added or viewed (permission dependant) in the below locations.

Cash Book

Bank Account

Bank Statement

Bank Payment

Bank Receipt

Construction

Customer Application

Customer Valuation

Supplier Application

Supplier Valuation

Construction Purchase Order

Construction Customer Retention

Construction Supplier Retention

Contract Manager

Contract

Contract Line

CRM

Company

Person

Task

Opportunity

Tender

Fixed Assets

Fixed Asset

Hire

Hire Order

Hire Order Line

Nominal Ledger

Bank Payment

Bank Receipt

Nominal Transaction

Projects

Project

Purchase Ledger

Purchase Invoice

Purchase Credit

Purchase Payment

Purchase Receipt

Supplier Account

Purchase Batch Invoice

Purchase Batch Credit

Purchase Rapid Invoice

Purchase Order Processing

Supplier Account

Purchase Order

Purchase Return

POP Received Notes

POP Returned Note

POP Invoice Dispute

POP Credit Note Dispute

Sales Ledger

Sales Invoice

Sales Credit

Sales Receipt

Sales Payment

Customer Account

Sales Batch Invoice

Sales Batch Credit

Sales Order Processing

Customer Account

Sales Order

Sales Quote

Sales Proforma

Sales Return

SOP Despatched Note

SOP Returned Note

SOP Tax Only Invoice

SOP Tax Only Credit Note

Service Manager

Service Manager Case

Service Manager Equipment

Sicon Common

Sicon Employee

Stock

Stock Item

Traceable Item

Works Order Processing

Works Order

24. Enable Module

This module will automatically be enabled for a 30-day trial period from the date of installation.  After this period, a new module enable string must be entered for continued use of the module.

To enter a new enable string, open the Settings screen from the Sage Documents menu.  Select the Licence tab and paste the module enable string provided by Sicon Customer Services, then click the Save button.

A separate enable string can be entered for Document Automation, but this is not required if you are using a Test bundle.

25. Release Notes

The release notes page shows which release of the system includes new features or issues resolved.

At the release of Sicon v21 we announced that going forward, we will only be supporting Sage 200c and as such we are able to drop the year from our version numbers. We moved from 201.201.0.0 to 210.0.0.

New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.

26. Sicon Documents Help and User Guide v20

Documents Help and User Guide v20

27. Sicon Documents Help and User Guide v17

DMS Help and User Guide v17

28. New Features & Important Information