Document Management is going out to pasture

Riding into the sunset…

Sage sent this email out to Sage 300 CRE clients in July regarding the “sunsetting” of the Document Management (an optional) module for Sage 300 CRE only:

Sage will be announcing our intention to discontinue the integration between Sage Document Management and Sage 300 Construction and Real Estate starting with version 19.1, estimated for release in the spring of 2019. This will be followed by the end of support for the product in December 2019.

Should customers choose to continue their use of Sage Document Management after upgrading to version 19.1, we recommend installing it on a standalone workstation that will not receive Windows updates. More information about setting this up can be found in KB91608.

Sage will continue to provide support for customers using Sage Document Management through December 2019. All maintenance and support contract renewals for the product will be prorated such that no customer will pay for these services after the end of 2019.

As a replacement for Sage Document Management, we are promoting Sage Paperless Construction. Customers with interest in migration from Sage Document Management to Sage Paperless Construction can take advantage of the current discount promotion. We encourage partners to reach out to Sage Document Management customers and offer this promotional price for Sage Paperless Construction.

How to tell if you have this module installed on your system

It’s almost exactly like how you add users or modules. Kyle Z. wrote a blog about this HERE. Here’s the abridged version:

For versions 15.1 and lower:

  1. From the server, launch Sage Desktop.
  2. Go to Tasks, Sage 300 Construction and Real Estate > Common Tasks > Tools > Change Registration and Uses.
  3. This will open installed modules in alphabetical order. If you don’t see “Document Management” you have no cause for concern
  4. If you DO see Document Management, you may want to take advantage of the HALF OFF Sage Paperless Construction promo going on NOW!

For versions 16.1 and later:

  1. From the server, launch Sage Desktop.
  2. Go to Common Tasks > Tools > Change Registration and Uses.
  3. This will open installed modules in alphabetical order. If you don’t see “Document Management” you have no cause for concern
  4. If you DO see Document Management, you may want to take advantage of the HALF OFF Sage Paperless Construction promo going on NOW!

Don’t worry – you have time and options!

Ledgerwood would never leave you hanging without helping you to make a great business decision with plenty of options, and up to HALF OFF savings!

However, it will take a few minutes to review your needs and volume requirements with VP, Tony Merry. Click the button below to shoot Tony an email to begin your Document Management transition.