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Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
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
www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Doug Tanner | AltecSenior Sales Engineer
Kelly Hummel | Net@WorkSage Practice Director
www.altec-inc.com @DocLinkbyAltec
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?
www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet networkfile share
software
www.altec-inc.com @DocLinkbyAltec
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?
www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery
www.altec-inc.com @DocLinkbyAltec
SAGE ERPINTEGRATIONS
Seamless integrations make for a robust experience between DocLink & Sage
Sage PFW
Sage 100
Sage 300Sage 500
Sage X3
www.altec-inc.com @DocLinkbyAltec
DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERPWINDOWS
www.altec-inc.com @DocLinkbyAltec
SELF-SERVICEDOCUMENT ACCESSTHROUGHMULTIPLE DEVICES
WORKFLOW
www.altec-inc.com @DocLinkbyAltec
APPROVALSFROM YOURMOBILE DEVICEAND EMAIL
www.altec-inc.com @DocLinkbyAltec
DELEGATE WORKFLOW AUTHORITYWHILE AWAY
CAPTURE DATA
ANYWHERE
www.altec-inc.com @DocLinkbyAltec
SOLVE OPERATIONAL INEFFICIENCY
Automate capture & indexing
Reduce manual processing & human error
Leverage existing ERP data
Support mobile workforce
What are Smart Forms?
www.altec-inc.com @DocLinkbyAltec
FROM FORM TO SMART FORM
PAPER SMART FORMPDF/XLS
www.altec-inc.com @DocLinkbyAltec
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?
www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
Centralized form management
Repurposing of form data
Control & validation
Capture at creation & of related documents
www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
Centralized Form
Management
Repurposing
Form Data
Data
Validation
www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
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…
www.altec-inc.com @DocLinkbyAltec
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…
www.altec-inc.com @DocLinkbyAltec
Please type in
your questions
Any Questions?
www.altec-inc.com @DocLinkbyAltec
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)
www.altec-inc.com @DocLinkbyAltec
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
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact me or your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!