Sage Timberline Office

Document Management 9.7.0 Update 1

Main page

9.7.0 Document Management Update 1

Update 1 contains fixes for the following issues:

AP Invoices locked on Classification tab
When accessed through a query, AP invoices can now be routed.

Vendor name duplicated on Classification tab
Vendor name is no longer duplicated on the Classification tab for AP invoices.

Scroll bar added to Classification tab
When the number of fields in the Classification tab exceeds the display area, a scroll bar now appears.

Notes:

  • If you are not the person who downloads and updates Sage Timberline Office updates, please forward this notice to the correct person in your company.
  • You must have installed Document Management 9.7.0 in order to install 9.7.0 Update 1.
  • If you install new or additional Sage Timberline Office applications after installing an update, you must reapply the update. You may receive a message to reapply the update. Click [Update] to install the update.

Download Instructions

Download the Update

  1. Click the link to download a self-extracting file that contains the update.

    9.7 Document Management Update 1

  2. When the File Download window appears, click [Save].
  3. In the Save As window, select a temporary location on the server to save the file, and then click [Save].

    Note: This location must be available to all workstations where Document Management is installed. For example, create a folder named Update, if it does not exist, under X:\Timberline Office\Accounting\WinInst. Then, save the file to that location.

  4. In the Download Complete window, click [Close].

Update the Accounting Server:

Note: if your Accounting server is separate from your DocuVault server, you must update the Accounting server. You do not need to install the update on a stand-alone DocuVault server. Follow the instructions below to install the update on your Accounting server, then update each workstation from that server.
  1. At the server or stand-alone computer, log on with full administrative rights.

    Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.

  2. Close all Sage Timberline Office applications at the server and on all workstations.
  3. Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
  4. Double-click 970ADMUpdate1.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click 970DMUpdate1.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].
Update Each Workstation:

Update each workstation where Document Management is installed.

  1. Log on to the workstation wth full administrative rights.
  2. Close all Sage Timberline Office applications on the workstation.
  3. Browse to the location where you saved the file in step 3 of the "Download the Update" section.
  4. Double-click 970DMUpdate1.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click 970DMUpdate1.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].
  8. Repeat steps 1 through 7 at each workstation where you installed Document Management.

Important: If you run the workstation install on additional workstations later, you must also install the update by following the instructions in this section.

 

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.
    This sends your request directly to Customer Support.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to Customer Support.

Phone Support

If you prefer to speak to Customer Support and your Service Plan provides telephone support assistance, call Customer Support at 800-551-8307. Hours are Monday through Friday from 6 a.m. to 5 p.m. PT (Pacific Time).

Upgrading Your Service Plan

If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

 

© 2010 Sage Software, Inc | All rights reserved | Copyright/Trademarks.

This e-mail is considered a transactional or relationship message, which is specifically excluded from the federal law regulating e-mail communication.

Sage Timberline Office
15195 NW Greenbrier Parkway
Beaverton, OR 97006