The webinar discussed DocLink's smart forms feature for document management. Smart forms allow users to create forms for common business processes like expense reports and purchase orders that streamline data entry and routing. Information from forms can be captured and attached to related documents. Examples were provided of how smart forms could be used for processes like expense reporting, credit card reconciliation, and onboarding. Attendees were invited to ask questions.

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
DocLink Document Management:
Benefits of Smart Forms
TONY CHOQUEHUANCA, NET@WORK SR. SALES SPECIALIST
MARK URANZA, ALTEC SALES ENGINEER

6. Do you have access to
your own data?

7. We live in a world of
instant access...

8. …so why is it hard to find
anything at the office?

9. AGENDA
Dealing with digital and paper landfills
Smart Form Toolkit
• What Is It?
• Benefits
• Examples

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

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

12. What are Smart Forms?

13. FROM FORM TO SMART FORM
PAPER

14. WHAT IS A SMART FORM?
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

15. Streamline and
structure business
processes
Easily create
sophisticated
forms
Minimize data
entry
Execute a process
without needing an
ERP license
View documents
throughout the
process
BENEFITS

16. DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

17. Why Use Smart Forms?

18. WHY USE SMART FORMS?
Centralized form management
Repurposing of form data
Control & validation
Capture at creation & of related documents

19. Smart Form Examples

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

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

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

23. Capture Costs
onto Your
Mobile Device

24. Capture Costs
onto Your
Mobile Device

25. 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

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

27. I need an easier way to track discrepancies…

29. EXAMPLES OF COMMON SMART FORM USES:
• Expense Reports
• Credit Card Reconciliations
• HR On-boarding
• New Vendor Requests
• Check Review Process
• Check Requests
• Purchase Order Requisitions
….or really any forms that are currently part of your business processes

30. Quick Peek:

31. Please type in
your questions
Any Questions?

32. 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!
Tony Choquehuanca | Net@Work
Sr. Sales Specialist
(P) 646-517-6164
(E) tchoquehuanca@netatwork.com