This webinar presentation introduces DocLink, a document management solution that integrates with Sage ERP systems. DocLink allows users to capture, search, retrieve, and manage documents and files from anywhere using a web client or mobile apps. Key features highlighted include smart forms for automated data capture and workflow, seamless integration with Sage applications, and mobile access that allows approval of documents on the go. The presentation aims to demonstrate how DocLink can help organizations replace inefficient paper-based filing with a digital system for improved access to information from anywhere.

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
Tony Choquehuanca| Altec
Sales Director

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:
Mobile & Web on the Go
PRESENTED BY TONY CHOQUEHUANCA, SALES DIRECTOR

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. Today’s workforce is increasingly mobile…

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

16. www.altec-inc.com @DocLinkbyAltec
WEB CLIENT

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

18. mobile
quick search
DocLink Mobile
workflow
approval

33. core
smart form
attachments
mobile
mobile
capture
DocLink Mobile

34. 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!

35. You can capture:
Files
Photos

36. You can capture:
Files
Photos

37. common use case
for capturing a
photo…
RECEIPTS

38. Quick Peek:

39. www.altec-inc.com @DocLinkbyAltec
With Smart Form attachments, you can:
attach documents to a detail line
create a detail line
easily review attachments
With Smart Form attachments, you can:
attach documents to a detail line
create a detail line
easily review attachments

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

41. www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
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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