This document summarizes a webinar about the DocLink roadmap. It discusses recent updates including full-text search, enhanced barcodes, and email approvals. Upcoming versions will add remaining smart forms, version control, lookups in mobile, and digital signatures to the DocLink Web product. The roadmap also includes future additions like batch indexing, workflow supervision, and integration capabilities. Attendees are encouraged to provide feedback to help guide future enhancements.

1. 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
Merri Jo Cleair| Altec
Director of Product Management
Kelly Hummel | Net@Work
Sage Practice Director

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. Taking Everything Digital
What’s Next for DocLink?
Presented by Merri Jo Cleair, Director of Product Management
June 2018

6. Today’s Agenda
Framework for DocLink Roadmap
Latest & Greatest
What’s Next

7. DEPLOYMENT
OPTIONS
DocLink On-Prem
DocLink Cloud
What are we hearing from customers?
LOWER COST
OF
OWNERSHIP
Service Packs
Full Web Client
MOBILITY
DocLink Web
DocLink Mobile EXPAND
BEYOND AP
Version Control
Full-text Search
Digital Signature
Dashboards
Reporting
Smart Forms
in DocLink
Mobile
Limited
Admin Access

8. Protect Add Deliver ERP
$
Your DocLink
Investment
Functionality
DocLink Cloud
DocLink On-prem
Integrations
Key Product Strategies

9. Today’s Agenda
Framework for DocLink Roadmap
Latest & Greatest
What’s Next

10. The DocLink Roadmap
Q1 ‘18
DocLink 3.3
▪ Full-text Search in Smart
Client and DocLink Web
▪ Email Approval with
Notes
▪ Page Creation Smart
Forms in Smart Client
▪ Barcode Rewritten &
Enhanced
DocLink 3.2.1
Q3 ‘17
▪ DocLink Web Additions:
GL Smart Forms
Responsive UI
Multi-column Sort

11. DocLink 3.3
Full-text Search

12. Full-text Search
All text captured & stored
Searching for values not easily
pre-defined or easily indexed
Standard Search
Indexed with specific values
Targeted search with pre-defined
criteria
What is full-text search?

14. Docs With TextDocs Without Text
Word, Excel and PDFs
IFilters capture the text
TIFs and Scanned PDFs
OCR captures the text
Does not require purchase of OCR
EXAMPLE
HOW?
COST
Some IFilters available for free
Others require licensing or purchase
How is the text captured?

15. 01 There’s no charge for full-text search
02 Configured at the document type level
03 Retro-actively captures text starting with most recent docs
04 Great option for non-transactional content
Things to remember

16. DocLink 3.3
Barcode

19. 01 Supports PDFs & TIFs
02 Supports multi-page TIFs
03 Supports additional formats like QR & 2D barcodes
04 Barcodes captured from any location on the document
05 Barcodes can be located vertically on the document
Other barcode enhancements

20. DocLink 3.3
Email Notifications

23. DocLink 3.3
Smart Form Toolkit

24. New type of Smart Form in the Smart Form Toolkit
Pages appended to the front or back of the document
Pages appended to TIF or PDF documents
01
02
03
Page Creation Smart Form

26. Today’s Agenda
Framework for DocLink Roadmap
Latest & Greatest
What’s Next

27. The DocLink Roadmap
DocLink 3.4
▪ DocLink Web Additions:
Remaining Smart Forms
Line Item Attachments
Version Control
▪ Lookups for Indexing in
DocLink Mobile
▪ Digital Signature
Q3 ‘18Q1 ‘18
DocLink 3.3
▪ Full-text Search in Smart
Client and DocLink Web
▪ Email Approval with
Notes
▪ Page Creation Smart
Forms in Smart Client
▪ Barcode Rewritten &
Enhanced
DocLink 3.2.1
Q3 ‘17
▪ DocLink Web Additions:
GL Smart Forms
Responsive UI
Multi-column Sort
*
* As with all software development, future features and timeline are subject to change

28. DocLink 3.4
Smart Forms in Web

37. DocLink 3.4
Version Control in Web

41. DocLink 3.4
Lookups in Mobile

49. Fabricam, Inc.

52. DocLink 3.4
Digital Signature Integration

53. 02
Document
sent to
‘approved’
workflow
status
DocLink’s Digital Signature Process
04
DocuSign
sends
document to
signer(s)
03
Document
uploaded to
DocuSign &
moved to
‘pending’
status
01
Document
reviewed and
indexed with
signer(s) info
05
Signed
document
downloaded
to DocLink &
moved to
‘completed’
status

54. Requires Data Manager to upload to DocuSign
Requires DocuSign subscription
01
02
DocuSign Integration

55. The DocLink Roadmap
DocLink 3.4
▪ DocLink Web Additions:
Remaining Smart Forms
Line Item Attachments
Version Control
▪ Lookups for Indexing in
DocLink Mobile
▪ Digital Signature
Q3 ‘18
DocLink 4.0
▪ DocLink Web Additions:
Batch Indexing
Workflow Supervisor
Workflow Delegation
Integration Enabler
Re-index
Q1 ‘19Q1 ‘18
DocLink 3.3
▪ Full-text Search in Smart
Client and DocLink Web
▪ Email Approval with
Notes
▪ Page Creation Smart
Forms in Smart Client
▪ Barcode Rewritten &
Enhanced
DocLink 3.2.1
Q3 ‘17
▪ DocLink Web Additions:
GL Smart Forms
Responsive UI
Multi-column Sort
*
* As with all software development, future features and timeline are subject to change

56. Questions?

57. We would like to hear from you!
Please send enhancement requests to:
DLenhancements@altec-inc.com

58. www.altec-inc.com @DocLinkbyAltec
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!
Kelly Hummel | Net@Work
Sage Practice Director
(P) 636.362-6621
(E) khummel@netatwork.com