Document Management: A Key to the Mobile Workforce

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 Whitbeck| Altec
Sales Engineer

4. 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
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 Document Management for Sage:
A Key to the Mobile Workforce
PRESENTER: MARK WHITBECK, 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 PFW
Sage 100
Sage 300Sage 500
Sage X3

13. www.altec-inc.com @DocLinkbyAltec
DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

14. erm (print) scan barcode import ocr
email &
fax
capture
search &
retrieve
mobilestore web
access
integrationworkflow smart form toolkit data manager
process
output
supplemental
documents
send

15. erm (print) scan barcode import ocr
email &
fax
capture
search &
retrieve
mobilestore
access
integrationworkflow smart form toolkit data manager
process
output
supplemental
documents
send
web

16. Today’s workforce is increasingly mobile…

17. www.altec-inc.com @DocLinkbyAltec
EASY ACCESS FROM ANYWHERE
• Mobile Apps for iOS & Android
• Web Client
• Search & Retrieval
• Workflow Approval

18. WEB CLIENT

19. www.altec-inc.com @DocLinkbyAltec
DOCLINK
MOBILE

20. mobile
quick search
DocLink Mobile
workflow
approval

35. core
smart form
attachments
mobile
mobile
capture
DocLink Mobile

36. mobile capture:
another way to index documents into DocLink; great
for staff that work outside the office – or those that
just like the convenience of a mobile device!

37. You can capture:
Files
Photos

38. You can capture:
Files
Photos

39. common use case
for capturing a
photo…
RECEIPTS

40. Quick Peek:

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

42. www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
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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