Going Paperless: Audit Prep in Hours vs. Days

1. 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!

2. 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

3. www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Kelly Hummel | Net@Work
Sage Practice Director
Mark Uranza| Altec
Sales Engineer

4. 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
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. any document - any process - anywhere
Going Paperless with DocLink:
Audit Prep in Hours vs Days
PRESENTED BY MARK URANZA, SALES ENGINEER

6. Auditing Challenges

7. www.altec-inc.com @DocLinkbyAltec
AUDITS ARE PAINFUL!
• Time spent preparing
and supporting
• Penalties and interest
• They’re expensive too

8. Going Paperless Can Help

9. www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

10. www.altec-inc.com @DocLinkbyAltec
SAGE ERP
INTEGRATIONS
Seamless integrations make for a robust
experience between DocLink & Sage
Sage 100
Sage 300
Sage 500
Sage X3

11. Auditing Simplified

12. www.altec-inc.com @DocLinkbyAltec
Using secured cloud based
or SFTP transmissions
ACCESSIBILITY OPTIONS

15. www.altec-inc.com @DocLinkbyAltec
User license created for
auditor to search in DocLink
ACCESSIBILITY OPTIONS

18. Demo Distribution Company

21. www.altec-inc.com @DocLinkbyAltec
Along with the image
of a document,
Auditors can see a
detailed history.

24. www.altec-inc.com @DocLinkbyAltec
COMPLIANCE
ISO
HIPAA
Sarbanes Oxley

26. www.altec-inc.com @DocLinkbyAltec
MINIMIZING ERROR

27. GL
SMART
FORM

28. www.altec-inc.com @DocLinkbyAltec
SMART FORM EXAMPLES
Credit Card Expenses
Human Resources New Employee Onboarding
Expense Report Processing
Check Request
Purchase Requisition
AP Check Review

29. Get done with the audit faster!
Time
Savings

30. www.altec-inc.com @DocLinkbyAltec
THE AUDITING PROCESS
Pull financial reports
Gather all related documentation
Search through paper files
Re-create missing documents
Walk through processes and workflows

31. www.altec-inc.com @DocLinkbyAltec
THE PAPERLESS AUDITING PROCESS
Pull financial reports
Gather related documentation PImproved!
• Search through paper files
• Re-create missing documents
Walk through processes and workflows PImproved!

32. Quick Peek:

33. www.altec-inc.com @DocLinkbyAltec
Please type in
your questions
Any Questions?

34. www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
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Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Kelly Hummel| Net@Work
Sage ERP Practice Director
(P) 800-719-3307 x 6621
(E) khummel@netatwork.com