DocLink Document Management for Sage- Smart Form Toolkit

1. Live Webinar:
Webinar Audio:
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Welcome!

2. 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. Today’s Presenters
Sean Munzert | Net@Work
Client Care Manager
Doug Tanner| Altec
Senior 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
DocLink, Sage Document Management:
Smart Form Toolkit
DOUG TANNER, SR. SALES ENGINEER

6. Do you have access to
your own data?

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

8. …so why is it hard to find
anything at the office?

9. WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

10. What are Smart Forms?

11. FROM FORM TO SMART FORM
PAPER

12. WHAT IS A SMART FORM?
A DocLink window that can be used for:
• Creating new documents
• Indexing documents
• Retrieving documents
• Moving documents through a DocLink workflow process
while capturing info

13. Why Use Smart Forms?

14. WHY USE SMART FORMS?
Centralized form management
Repurposing of form data
Control & validation
Capture at creation & of related documents

15. WHY USE SMART FORMS?
Centralized Form
Management
Repurposing
Form Data
Data
Validation

16. Smart Form Examples

17. We have to get control of our onboarding process…

19. I can’t always be at my desk for final payment review.

21. There should be an easy way to submit expenses…

22. Capture Costs
onto Your
Mobile Device

23. Capture Costs
onto Your
Mobile Device

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

28. I need an easier way to track discrepancies…

30. Quick Peek:

31. Please type in
your questions
Any Questions?

32. Thank You For Attending!
Sean Munzert | Net@Work
Client Care Manager
(P) 646-293-1781
(E) smunzert@netatwork.com
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!