The webinar discussed how organizations can go digital and improve business processes using DocLink's document management system. DocLink allows users to capture, search, retrieve, and automate workflows for documents. It was demonstrated how DocLink can streamline accounts payable, improve visibility for accounting managers, automate invoice delivery in accounts receivable, and expand into human resources applications like onboarding and time off requests. Attendees were invited to ask questions and provided with contact information for next steps.

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. 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
Tony Choquehuanca| Net@Work
Sr. Sales Specialist
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. Taking Everything Digital
Go Digital with DocLink, Document Management
- for your Entire Organization

6. WE LIVE IN A DATA-DRIVEN WORLD…

7. Do you have
access to your
own data?

8. HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. Silos of
business
documents
Inability to
maximize
profits
Inefficient
business
processes
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

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

11. The Impact on Your Team

12. DocLink for Accounts Payable

13. AUTOMATE ACCOUNTS PAYABLE
eliminated filing &
minimized data entry
timely
approvals
anywhere
self service
document access
streamlined approvals✓

14. ELIMINATED FILING & MINIMIZED DATA ENTRY
Automate document capture (email, fax, scan, barcode, OCR)
Leverage existing ERP data
Reduce human error
Automate indexing

15. SEAMLESS INTEGRATIONS
Uninterrupted, deep
integration between DocLink
and your ERP allows data
flow side-by-side
DocLink ERP
ERP INTEGRATIONS

16. DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERP WINDOWS

17. SELF-SERVICE DOCUMENT ACCESS
•Searchable via
desktop & mobile
•Assign security
permissions

18. TIMELY APPROVALS FROM ANYWHERE
• Eliminate late penalties
• Approvers respond through
DocLink client, email, or mobile
• Set automated alerts & reminders
• Delegate workflow authority
while away

19. CAPTURE
DATA
ANYWHERE

20. AP WIN: STREAMLINED APPROVALS
Approve, deny, and add notes to invoices from anywhere
Enter and approve GL account codes with ease
View all supporting documents
Delegate workflow when approvers are away
Reduce human error by leveraging existing ERP data

21. Accounting Manager / Controller

22. ACCOUNTING
MANAGER /
CONTROLLER
Visibility & Reporting
Improved Accuracy
Higher Value Add

23. VISIBILITY & REPORTING
Monitor workflow statuses
Manage audit trails
Improve financial reporting
Streamline inter-company accounting

24. Accounts Receivable

25. ACCOUNTS
RECEIVABLE
Quick Invoice Delivery
Supplemental Documentation
Improved Customer Service

26. AUTOMATED DELIVERY
Automate through preconfigured routing rules
Attach all backup documentation for one send
Customize method of preferred distribution
Specify delivery schedule

27. EXAMPLE: SALES PROCESSING
Sales Quotes
Sales Order Acknowledgements
AR Invoices

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

29. EXAMPLE: COLLECTIONS & FINANCIALS
Customer Statements
Remittance Advices
Payments

30. OTHER USE BENEFITS
Forecasts & Proposals
Advanced Ship Notifications
Order Confirmations & Statuses
Inventory Statuses

31. OTHER USE BENEFITS
1099s & Payment Remittances
Expense Reimbursements
GL Reports
Benefit Enrollment Documents

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

33. 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

34. 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

35. • Reduce physical mail
• Automate sending of supporting documents
that accompany invoices
• Delivery savings: $11,000 in annual postage
Customer Example: Software Developer

36. ACCOUNTS RECEIVABLE BENEFITS
• Automate collections
• Improve cash flow
• Increase customer satisfaction
• Control receivables & invoicing
• Expedite DSO & inbound cash
• Lower costs

37. Chief Financial Officer

38. CHIEF
FINANCIAL
OFFICER
Increase Productivity
Manage Compliance & Risk
Enterprise-wide Solution

39. Process invoices
& payments efficiently
$40,000 salary
Customer Evidence: Increased Efficiencies

40. Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE

41. ENTERPRISE-WIDE SOLUTION
Human Resources (onboarding, certificates, etc)
Contract Management (internal, external, etc)
Facilities Management (service requests, builds, etc)
Field Services (mobile capture, service calls, etc)

42. Chief Information Officer

43. CHIEF
INFORMATION
OFFICER
Security
Disaster Recovery
Industry Standards

44. Company
Department
Document Type
Property Values
SECURITY

45. DocLink Difference - Smart Forms

46. Streamline and
structure business
processes
Easily create
sophisticated
forms
Minimize data
entry
Execute a
process without
needing an
ERP license
View document
throughout the
process
DOCLINK SMARTFORMS: BENEFITS

47. • Credit Card Expenses
• HR - New Employee Onboarding
• Expense Report Processing
• Check Request
• Purchase Requisition
• AP Check Review
EXAMPLES

48. Beyond AP - Expanding Into HR

49. HUMAN RESOURCES - KEY CONCERNS
Better Security of
Employee
Documents
Streamlined
Onboarding/
Termination
Process
Tracking of
Employees
Certifications &
Achievements
Accessibility to
Documents

50. CREATE THREE MAJOR WORKFLOWS…
Resume
Review
Time Off
Request
Employee
Events
Hiring process, from
Resume to Contract Signing
From Resume bank
All documents, passive or
active, in the system, searchable
by multiple parameters
Constant Communication
Every employee event,
promotion, demotion,
discipline, in one (very
smart!!) workflow
Analytics
Sick days, vacation days,
personal days, FMLA, etc.
Time Off Request

51. IMPROVEMENTS
On time decision
making
Better Decision
making
Improved
teamwork
Reduced Staff
Reduced Hiring
Cost
Company more
professional-looking
Improved employee
performance
Personnel
Department
changed focus

52. Cut paper &
office supply
costs
Eliminate
off-site
storage and
retrieval fees
Grow
without
adding
headcount
Reallocate
time for
strategic
initiatives

53. Silos of
business
data
Inability to
maximize
profits
Inefficient
workflow
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

54. Quick Peek:

55. Please type in
your questions
Any Questions?

56. Thank You For Attending!
Connect with
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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!
Tony Choquehuanca | Net@Work
Sr. Sales Specialist
(P) 646-517-6164
(E) tchoquehuanca@netatwork.com