DocLink, Sage Document Management:Output Manager – Automate Document Delivery to Customers & Vendors.

1. Live Webinar:
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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
Tony Choquehuanca| Altec
Sales Director
Sean Munzert | Net@Work
Sage Client Care Executive

4. www.altec-inc.com @DocLinkbyAltec
180+ Business
Technology
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& Strategic
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Process Review
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& Reporting
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Accounting
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Sister Company
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Sister Company
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Automation
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Employer
Solutions
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Management
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Solutions
Managed Print
Services
Sister Company

5. any document - any process - anywhere
DocLink Document Management for Sage:
Output Manager – Automate Document
Delivery to Customers & Vendors
PRESENTED BY TONY CHOQUEHUANCA, SALES DIRECTOR
& MARK URANZA, SALES ENGINEER

6. We live in a world of
instant access...

7. …so why is it hard to find
anything at your office?

8. www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. 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 time
doing data entry?

10. What is DocLink?

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

12. 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

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DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

14. What is Output Manager?

15. www.altec-inc.com @DocLinkbyAltec
WHAT IS OUTPUT MANAGER?
A DocLink module that automatically:
• Distributes documents
• Segregates large volume reports &
documents (delivers w/out user)
• Delivers in multiple formats
automated delivery

16. www.altec-inc.com @DocLinkbyAltec
WHAT IS OUTPUT MANAGER?
Any document in DocLink can be delivered
Data from any document you capture
Preconfigured distribution methods
Reading specified routing information
automated delivery

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EXAMPLE: SALES PROCESSING
Sales Quotes
Sales Order Acknowledgements
AR Invoices

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EXAMPLE: PRODUCTION & SERVICE
Purchase Orders
Pro-Forma Invoices
Work Orders
Shipping Documents

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EXAMPLE: COLLECTIONS & FINANCIALS
Customer Statements
Remittance Advices
Payments

20. How Does it Work?

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HOW IT WORKS
•Documents captured
•Routing List engaged
•Recipients picked for output method
ERP CRM
HR
software
ANY
document
ANY
software

22. www.altec-inc.com @DocLinkbyAltec
HOW IT WORKS
Documents created in DocLink
• Property Values applied
Configuration, not code
• Dynamic Rules
• Static Rules
Delivery Options
• Dynamic Rules
o Email - Fax
• Static Rules
o Email – Fax – FTP – File Transfer

23. Output Manager Uses

24. There are many ways to
use Output Manager…

25. www.altec-inc.com @DocLinkbyAltec
ACCOUNTS RECEIVABLE BENEFITS
•Automate collections
•Improve cash flow
•Increase customer satisfaction
•Control receivables & invoicing
•Expedite DSO & inbound cash
•Lower costs

26. Output Manager, Supplemental Documents
& Auto/Retro Index
• Capture documents as early as possible
• Relate documents via part & job numbers
• Send documents to Quality Department
Customer Example: Aircraft Manufacturer

27. Output Manager, Supplemental Documents,
Auto/Retro Index, & Event Manager
• Easy capture: documents indexed during
processing
• Easily relate various documents together
• Eliminate manual labor to pull MTR’s &
Quality Documents for shipping
Customer Example: Wire Rope Assembler

28. www.altec-inc.com @DocLinkbyAltec
OTHER USE BENEFITS
Forecasts & Proposals
Advanced Ship Notifications
Order Confirmations & Statuses
Inventory Statuses

29. www.altec-inc.com @DocLinkbyAltec
OTHER USE BENEFITS
1099s & Payment Remittances
Expense Reimbursements
GL Reports
Benefit Enrollment Documents

30. www.altec-inc.com @DocLinkbyAltec
TO REVIEW
Automate:
• Document sorting and decollating
• Distribution of monthly statements, invoices, purchase
orders, or work orders
• Scheduled routing according to recipient needs
• Archival and indexing of all forms in a TIFF format, meeting
IRS standards
• Batched form printing, emailing, and faxing

31. www.altec-inc.com @DocLinkbyAltec
TO REVIEW
Customize:
• Distribution methods and formats
• Cover sheets to accompany faxes
• Templates for all documents
• Warehouse pick lists with blocked-out information

32. Quick Peek:

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Please type in
your questions
Any Questions?

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Thank You For Attending!
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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!
Sean Munzert | Net@Work
Sage Client Care Executive
(P) 800-719-3307
(E) smunzert@netatwork.com