Allows users to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required. The document indexing information is stored within the Sage 200 SQL database for fast searching. The documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.
260.0.4
Issues Resolved New FeaturesNew Features
- [#18904] You can now open `.msg` email files directly in the viewer without needing Outlook, with improved support for displaying message details and attachments, and clearer error messages for unsupported files.
Issues Resolved
- [#18718] Fixed an issue where invoice variance validation did not correctly handle documents with multiple orders, ensuring each line is matched to its corresponding `order number` and variance warnings are only raised when appropriate.
- [#19054] Fixed an issue where manually processing a document without `Sicon Projects` caused a Project dependency error, ensuring smoother handling in `BasePurchaseInvoiceCreditDocumentProcessingInstrument`.
- [#18739] Fixed an issue where validating invoices with a supplier `0% tax rate` in `Document Automation` could cause a divide by zero error; such documents now correctly move to `Need Attention` and prompt for NET or Gross training.
Date applied: May 13, 2026
260.0.3
Issues ResolvedIssues Resolved
- [#18666] Fixed a validation error in `Document Automation` that previously caused a null reference issue when invoice line quantities were missing, ensuring smoother invoice and return processing.
- [#18541] Validation now correctly flags missing second references when the supplier setting is enabled, even if the system setting is off, ensuring accurate “Needs Attention” and “Second reference missing” messages in the `Validation` tab.
- [#18845] Fixed an issue where sending a test email from the `Email` tab in `Sicon Documents > Settings > Settings` on 2024 R1 caused a missing `System.Runtime.CompilerServices.Unsafe` DLL error.
- [#18898] Improved invoice and credit validation by ensuring supplier details and project checks are handled safely, fixing rounding inconsistencies and preventing errors when `SiconDMSAutoSupplier.IsConstructionSupplier` is null.
Date applied: April 30, 2026
260.0.2
Issues ResolvedIssues Resolved
- [#16848] Documents with header values containing more than 2 decimal places are now processed correctly, with NET, VAT, and GROSS amounts rounded to 2 decimal places using the Sage rounding system to prevent errors and ensure consistent totals.
- [#18751] The preview feature tab in `Document Distribution` settings is now correctly hidden, preventing confusion from unintended feature visibility.
- [#18515] Purchase orders now correctly use document unit prices instead of `Price Book` values when `Always Use Price Book prices` is deactivated, reducing false validation errors and providing clearer warnings when document prices are below the `Price Book`.
- [#18236] Improved the `AutomationRuleMaintenanceForm` to show clear error messages and prevent actions when no item is selected, reducing accidental edits and unhandled errors.
- [#18405] Changing the `Value Type` in the `AutomationRuleMaintenanceForm` now clears any previously entered value, preventing incorrect fixed values from being saved as header fields.
Date applied: April 16, 2026
260.0.1
Issues ResolvedIssues Resolved
- [#17035] Opening the `Document Settings` screen is now significantly faster, with most tabs loading only when selected and the `Indexing Information` tree loading details on demand. The “Preview Features” tab has been removed, and saves are quicker as they skip inactive tabs.
- [#17138] Amendments to rules in the `Document Automation` rules engine now save correctly, ensuring changes to line fields like `Line Narrative` persist as expected.
- [#17137] Resolved an issue in the `Rules Based Engine` where rules could not be saved if a `Field Value` was selected in the Output section, ensuring edits are now applied immediately and validation errors are prevented.
- [#17332] Amended incorrect VAT and nominal analysis when processing documents with multiple VAT codes, ensuring VAT totals and nominal assignments now add up correctly for each line.
- [#17405] Fixed an issue where the first line in the `Nominal Analysis` tab showed incorrect values when processing invoices with multiple VAT codes, ensuring all line amounts and totals now match the uploaded document.
- [#17478] Scrolling in the `Validation` tab on the `Process Invoices & Credit Notes` screen is now smooth and stable, making it easy to reach the bottom of long lists without unexpected jumps.
- [#17834] Corrected a spelling mistake in the document bundle warning on the `document drop form`, ensuring “business partner” is displayed correctly for clearer messaging.
- [#17983] Confirmation messages on the `Recognize`, `Analyze`, and `Read` actions in `Automation Processing Forms` now clearly inform users that these actions will use bundles from their account, helping prevent accidental bundle consumption.
- [#18018] Saving settings in `Document Settings` without visiting the `Email` tab no longer removes or overwrites existing email connection details.
- [#17579] The `Second Reference` field now correctly allows up to 40 characters in line with Sage settings, preventing unnecessary validation errors when processing invoices and credit notes.
- [#18075] Fixed an issue where custom line fields in the `Train Document` screen were unclickable and did not display values, ensuring all trained custom fields are now visible and selectable when amending documents.
- [#18208] You can now set up rules for `Purchase Order` and `Customer Remittance` in the `Sales Ledger` without enabling custom fine tuning, ensuring rule controls are always available for customers not previously configured.
Date applied: April 1, 2026
260.0.0
Change in Functionality ImportantImportant Info
IMPORTANT – Deprecation of Outlook Client integration – Outlook client integration has been deprecated due to integration with OAuth and locking down of the new Outlook dll’s. All email’s will now be sent through SMTP or OAuth server integration.
Email Settings – All document settings have been combined inside a centralised Document Settings rather than a independent Document Distribution settings. Document Automation will still work using the configuration settings inside of Automation Settings, this has been yet to be moved over.
Please ensure before upgrading to 26.0.0 or after you have your SMTP or OAuth details available as although these will be ported across other scripts could interrupt this process.
All iterations of the Sicon v25 development release have now been incorporated into the full Sicon v260.0.0 release.
To view the release notes for Sicon v25 development iterations, please follow the link below.
Click here for the Sicon Documents v25 Release Notes
Change in Functionality
Email Setup
- To set up email integration with Documents, go to Sage 200:
- Go to Sicon Documents > Settings > Settings
- Go to the Email tab
There are two main authorisation methods for email authentication. Select one from the Authentication type dropdown.
Example configuration:
-
- SMTP (Basic Auth) – The same method used in v221.
- Host:
- Port: 25.
- No SSL.
- No username or password.
- Microsoft 365 OAuth – New authorisation method
- SMTP (Basic Auth) – The same method used in v221.
-
-
- Tenant ID – <enter tenant ID>
- Application (Client) ID – <enter application/client ID>
- Client Secret – <enter client secret (store securely; do not paste into documentation)>
-
Distribution Settings
Then inside of the Distribution setting > Report
- Send Immediately – Sends to the specified rule or default contact using the from address within Distribution Settings. This won’t show the email editor.
- Send Via Email Editor – Send using the email editor. This will have both the Send button and Save as Drafts. Messages, addresses and attachments can be amended, but will show for every document you send.
- Send Immediately as Drafts – Sends to the drafts folder rather than the recipient so you can check it in Outlook before sending. This won’t show the email editor.
- Send Via Email Editor (Drafts Only) – Send using the email editor but will only show the Save as Drafts button. Messages, addresses and attachments can be amended, but will show for every document you send.
From Address – The from address must be specified if using send immediately as this will be the email the system uses. If using the email editor and the from address is empty, the from address must be added inside the email editor.
New email form
A new common form has been created; this allows you to edit the email and confirm it has all required information from the template before sending. By default, this will pull through the template from the system you are using. The following fields are required before you can send an email:
-
- From
- To
- Subject
- Body
Without these, the system will not allow you to send. There are additional features and fields to help you customise an email. The options included are:
Email Details
-
- Send From – Address you would like to send the email from.
- Send To – Address you would like to send the email to.
- CC – CC address
- BCC – BCC address
- Subject – Email subject
Message
This is where you can add the body text you would like to send. This includes various formatting options, which can be found on the top ribbon.
Attachments
Add additional attachments you would like to send with your email. You can also amend the description, view and remove any attachments that are not necessary.
Send options
On the bottom left of the Email window there are two options to send the email:
-
- Send – This will send the email straight away.
- Save as Draft – Saves to the drafts folder of the address in the From field.
Note: Save to draft is not available in SMTP
For BP’s/IT
If using Office 365 OAuth, you will need to add a new tenant with the following permissions:
Azure permissions required – Mail.ReadWrite, User.Read and Mail.Send.
Date applied: March 5, 2026