DocLink Document Management for Sage: Smart Form Toolkit

•

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We will present how Sage-endorsed document management solution DocLink enables you to configure windows for data capture, use that information to create documents, index and submit them, browse related files, and allow users to easily see a list of related documents.

Software

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!

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

www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Doug Tanner | Altec
Senior Sales Engineer
Kelly Hummel | Net@Work
Sage Practice Director

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

any document - any process - anywhere
DocLink Document Management for Sage:
Smart Form Toolkit
PRESENTED BY DOUG TANNER, SENIOR SALES ENGINEER

…so why is it hard to find
anything at your office?

www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

www.altec-inc.com @DocLinkbyAltec
Silos of
business
data
Inability to
maximize
profits
Inefficient
workflow
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

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?

www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

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

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

www.altec-inc.com @DocLinkbyAltec
SELF-SERVICE
DOCUMENT ACCESS
THROUGH
MULTIPLE DEVICES

www.altec-inc.com @DocLinkbyAltec
APPROVALS
FROM YOUR
MOBILE DEVICE
AND EMAIL

www.altec-inc.com @DocLinkbyAltec
DELEGATE
WORKFLOW
AUTHORITY
WHILE AWAY

www.altec-inc.com @DocLinkbyAltec
SOLVE OPERATIONAL INEFFICIENCY
Automate capture & indexing
Reduce manual processing & human error
Leverage existing ERP data
Support mobile workforce

www.altec-inc.com @DocLinkbyAltec
FROM FORM TO SMART FORM
PAPER SMART FORMPDF/XLS

www.altec-inc.com @DocLinkbyAltec
WHAT IS A SMART FORM?
It’s 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

www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
Centralized form management
Repurposing of form data
Control & validation
Capture at creation & of related documents

www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
Centralized Form
Management
Repurposing
Form Data
Data
Validation

www.altec-inc.com @DocLinkbyAltec
WHY USE SMART FORMS?
Capture Documents at Point of Origination
&
Easily Capture Related Documents

We have to get control of our
onboarding process…

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

There should be an easy way to
submit expenses…

www.altec-inc.com @DocLinkbyAltec
CAPTURE DATA
ONTO YOUR
MOBILE DEVICE

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

I need an easier way to
track discrepancies…

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

www.altec-inc.com @DocLinkbyAltec
See DocLink’s Mobile & Web Capabilities!
Next Webinar – Jan 25
Register Today: www.netatwork.com/events
Live Webinar:
DocLink Document Management for Sage: Mobile & Web on the Go
Wed, Jan 25, 2017 2:00 PM - 3:00 PM EST (1pm CT)

www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Kelly Hummel| Net@Work
Sage Practice Director
(P) 636.362.6621
(E) khummel@netatwork.com
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact me or your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!

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Atelier - Innover avec l’IA Générative et les graphes de connaissances Allez au-delà du battage médiatique autour de l’IA et découvrez des techniques pratiques pour utiliser l’IA de manière responsable à travers les données de votre organisation. Explorez comment utiliser les graphes de connaissances pour augmenter la précision, la transparence et la capacité d’explication dans les systèmes d’IA générative. Vous partirez avec une expérience pratique combinant les relations entre les données et les LLM pour apporter du contexte spécifique à votre domaine et améliorer votre raisonnement. Amenez votre ordinateur portable et nous vous guiderons sur la mise en place de votre propre pile d’IA générative, en vous fournissant des exemples pratiques et codés pour démarrer en quelques minutes.

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WhatsApp offers simple, reliable, and private messaging and calling services for free worldwide. With end-to-end encryption, your personal messages and calls are secure, ensuring only you and the recipient can access them. Enjoy voice and video calls to stay connected with loved ones or colleagues. Express yourself using stickers, GIFs, or by sharing moments on Status. WhatsApp Business enables global customer outreach, facilitating sales growth and relationship building through showcasing products and services. Stay connected effortlessly with group chats for planning outings with friends or staying updated on family conversations.

OpenMetadata Community Meeting - 5th June 2024

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The OpenMetadata Community Meeting was held on June 5th, 2024. In this meeting, we discussed about the data quality capabilities that are integrated with the Incident Manager, providing a complete solution to handle your data observability needs. Watch the end-to-end demo of the data quality features. * How to run your own data quality framework * What is the performance impact of running data quality frameworks * How to run the test cases in your own ETL pipelines * How the Incident Manager is integrated * Get notified with alerts when test cases fail Watch the meeting recording here - https://www.youtube.com/watch?v=UbNOje0kf6E

Essentials of Automations: The Art of Triggers and Actions in FME

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In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation. We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios. Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!

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DocLink Document Management for Sage: Smart Form Toolkit

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 Doug Tanner | Altec Senior Sales Engineer Kelly Hummel | Net@Work Sage Practice 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: Smart Form Toolkit PRESENTED BY DOUG TANNER, SENIOR 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. www.altec-inc.com @DocLinkbyAltec Silos of business data Inability to maximize profits Inefficient workflow Operational inefficiency Lack of visibility, security, & compliance BUSINESS PROBLEMS WE ALL FACE

10. 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?

11. What is DocLink?

12. www.altec-inc.com @DocLinkbyAltec WHAT IS DOCLINK? DocLink SMART FORMS capture search & retrieve workflow automated delivery

13. 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

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

15. www.altec-inc.com @DocLinkbyAltec SELF-SERVICE DOCUMENT ACCESS THROUGH MULTIPLE DEVICES

16. WORKFLOW

17. www.altec-inc.com @DocLinkbyAltec APPROVALS FROM YOUR MOBILE DEVICE AND EMAIL

18. www.altec-inc.com @DocLinkbyAltec DELEGATE WORKFLOW AUTHORITY WHILE AWAY

19. CAPTURE DATA ANYWHERE

20. www.altec-inc.com @DocLinkbyAltec SOLVE OPERATIONAL INEFFICIENCY Automate capture & indexing Reduce manual processing & human error Leverage existing ERP data Support mobile workforce

21. What are Smart Forms?

22. www.altec-inc.com @DocLinkbyAltec FROM FORM TO SMART FORM PAPER SMART FORMPDF/XLS

23. www.altec-inc.com @DocLinkbyAltec WHAT IS A SMART FORM? It’s 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

24. Why Use Smart Forms?

25. www.altec-inc.com @DocLinkbyAltec WHY USE SMART FORMS? Centralized form management Repurposing of form data Control & validation Capture at creation & of related documents

26. www.altec-inc.com @DocLinkbyAltec WHY USE SMART FORMS? Centralized Form Management Repurposing Form Data Data Validation

27. www.altec-inc.com @DocLinkbyAltec WHY USE SMART FORMS? Capture Documents at Point of Origination & Easily Capture Related Documents

28. Smart Form Examples

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

30.

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

32.

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

34. www.altec-inc.com @DocLinkbyAltec CAPTURE DATA ONTO YOUR MOBILE DEVICE

35.

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

37.

38.

39. I need an easier way to track discrepancies…

40.

41.

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

43. www.altec-inc.com @DocLinkbyAltec See DocLink’s Mobile & Web Capabilities! Next Webinar – Jan 25 Register Today: www.netatwork.com/events Live Webinar: DocLink Document Management for Sage: Mobile & Web on the Go Wed, Jan 25, 2017 2:00 PM - 3:00 PM EST (1pm CT)

44. www.altec-inc.com @DocLinkbyAltec Thank You For Attending! Kelly Hummel| Net@Work Sage Practice Director (P) 636.362.6621 (E) khummel@netatwork.com Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact me or your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below!

DocLink Document Management for Sage: Smart Form Toolkit

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