DocLink Document Management for Sage: Smart Form Toolkit

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Welcome!

www.altec-inc.com @DocLinkbyAltec

Webinar Details

• Presentation is roughly 1 hour

• All phone lines are muted

• If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel


Today’s Presenters

Doug Tanner | AltecSenior Sales Engineer

Kelly Hummel | Net@WorkSage Practice Director


180+ Business Technology

Architects and Consultants

IT Road Mapping

& Strategic Planning

Business Process Review

Ecosystem

BI, Analytics & Reporting

Cloud & IT

Managed Services

ERP/Accounting

Web Development &

e-Commerce

Sister Company

Payment Processing

SWYPESister Company

CRM & Marketing

Automation

HRMS/Employer Solutions

Document Management

NonprofitSolutions

Managed Print Services

Sister Company

any document - any process - anywhere

DocLink Document Management for Sage:Smart Form Toolkit

PRESENTED BY DOUG TANNER, SENIOR SALES ENGINEER

We live in a world of instant access...

…so why is it hard to findanything at your office?


HOW ARE YOU STORING DOCUMENTS TODAY?

file cabinet networkfile share

software


Silos of business

data

Inability to maximize

profits

Inefficient workflow

Operational inefficiency

Lack of visibility,

security, & compliance

BUSINESS PROBLEMS WE ALL FACE

Does your current system require a lot of touching, moving, & filing of documents?

Are your approval processes manual and inefficient?

Do you spend a lot of timedoing data entry?

What is DocLink?


WHAT IS DOCLINK?

DocLink SMART FORMS

capture search & retrieve workflow automated delivery


SAGE ERPINTEGRATIONS

Seamless integrations make for a robust experience between DocLink & Sage

Sage PFW

Sage 100

Sage 300Sage 500

Sage X3


DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERPWINDOWS


SELF-SERVICEDOCUMENT ACCESSTHROUGHMULTIPLE DEVICES

WORKFLOW


APPROVALSFROM YOURMOBILE DEVICEAND EMAIL


DELEGATE WORKFLOW AUTHORITYWHILE AWAY

CAPTURE DATA

ANYWHERE


SOLVE OPERATIONAL INEFFICIENCY

Automate capture & indexing

Reduce manual processing & human error

Leverage existing ERP data

Support mobile workforce

What are Smart Forms?


FROM FORM TO SMART FORM

PAPER SMART FORMPDF/XLS


WHAT IS A SMART FORM?

It’s a DocLink window that can be used for:

• Creating new documents

• Indexing documents

• Retrieving documents

• Moving documents through a DocLinkworkflow process while capturing info

Why Use Smart Forms?


WHY USE SMART FORMS?

Centralized form management

Repurposing of form data

Control & validation

Capture at creation & of related documents



Centralized Form

Management

Repurposing

Form Data

Data

Validation



Capture Documents at Point of Origination&

Easily Capture Related Documents

Smart Form Examples

We have to get control of ouronboarding process…

I can’t always be at my desk forfinal payment review…

There should be an easy way to submit expenses…


CAPTURE DATAONTO YOURMOBILE DEVICE

I dread the 15th of every month when I get that massive credit card bill…

I need an easier way to track discrepancies…


Please type in

your questions

Any Questions?


See DocLink’s Mobile & Web Capabilities!

Next Webinar – Jan 25

Register Today: www.netatwork.com/events

Live Webinar:DocLink Document Management for Sage: Mobile & Web on the Go Wed, Jan 25, 2017 2:00 PM - 3:00 PM EST (1pm CT)


Thank You For Attending!

Kelly Hummel| Net@WorkSage Practice Director(P) 636.362.6621 (E) [email protected]

Connect with

800-719-3307

www.netatwork.com

netatwork.com/blog

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Contact me or your Net@Work Account Manager for any questions or concerns.

Or you can reach out to us via the information below!

DocLink Document Management for Sage: Smart Form Toolkit

Software

Transcript of DocLink Document Management for Sage: Smart Form Toolkit