SyteLine DocTrak: What It Is and How Document Attachments Work
syteline doctrak
Also searched as
- infor syteline document tracking
- syteline attach documents to records
- syteline attachments idm
Short answer
DocTrak is the name associated with document tracking in SyteLine: the capability to link files such as drawings, certificates and purchase documents to ERP records and open them from the form. In current releases attachments are handled through the attachment features of the client and can be backed by Infor Document Management. The key design question is where the files physically live.
Applies to: Infor SyteLine 8.x, 9.x and CloudSuite Industrial. The exact name and menu of attachment features varies by release; verify against your version's documentation.
Configure document attachments in SyteLine
- 1Identify which records need documents: items, customers, vendors, purchase orders, job orders, service orders or ECOs.
- 2Decide the storage: a file share the application can reach, a database-backed attachment, or Infor Document Management.
- 3Create a share with a stable UNC path and give the application or service accounts the minimum rights they need.
- 4Configure the attachment location or document type options in the application as described in your release documentation.
- 5Attach a test file to a test record, close the form, reopen the record and open the attachment from a second user's session.
- 6Set permissions so only the right roles can add or delete documents, and decide a naming convention (for example item number plus revision).
- 7Add the share to backup and retention policy before users start relying on it.
What DocTrak actually gives you
The value is context: a purchase order shows its supplier acknowledgement, an item shows its drawing, a job shows its work instruction. The ERP stores a link or reference and, depending on the configuration, the file itself. Clicking the attachment opens the file in its native application.
It is not a full document control system. Revision approval, controlled distribution and audit trails for regulated documents are PLM or document management territory.
Where the files live and why it matters
A link to a file on a share is fragile: move the folder, rename a server or change permissions and every attachment breaks silently. A repository such as IDM keeps metadata, versions and security together. For multi-tenant CSI, files cannot point to your internal shares unless the arrangement is designed for it, so confirm early.
Plan for volume. Attachments accumulate quickly with scanned certificates, and a share without a retention plan becomes the largest unmanaged data store in the company.
Security and compliance
Attachments often include sensitive material such as drawings and export-controlled data. Secure the share with groups, not individuals, and make sure the ERP role matrix and the file permission model agree. For controlled technical data, storage location and access logging are your obligations, and keeping files on an on-prem share makes that straightforward.
Common pitfalls
- !Storing attachments as links to personal or temporary folders.
- !Using different share paths on different application servers.
- !No backup or retention plan for the attachment share.
- !Treating attachments as controlled documents with revision approval.
- !Letting everyone delete attachments.
How an ERP-grounded AI assistant handles this
The attachments are only useful if people can find what is in them. A private AI layer such as DataRay or ERPray can index attached PDFs and drawings on your own file share and answer questions like which supplier certificate covers this lot, linking back to the SyteLine record. Because retrieval runs on-prem, controlled documents never leave your network, and answers cite the source file.
Frequently asked questions
What is DocTrak in SyteLine?
It is the document tracking capability that links files to ERP records so users can open drawings, certificates and other documents from the form. In current releases this sits with the attachment features, optionally backed by Infor Document Management.
Where are SyteLine attachments stored?
Depending on configuration, on a file share referenced by path, in the database, or in a document management repository. Check your configuration, because it determines backup, security and migration work.
Why can a colleague not open an attachment I can open?
Usually file share permissions or a path that resolves differently on their machine. Test with a second user and check whether the stored reference is a UNC path rather than a mapped drive letter.
Is DocTrak enough for document control?
For simple reference documents, yes. For revision control, approvals and controlled distribution, use PLM or a document management system and link to it from SyteLine.
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