DocLink, Document Management & Process Automation for Sage ERP
DocLink for Sage ERP
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DocLink by Altec is the Sage-endorsed document management and business process automation solution that enables companies to fully utilize and extend their Sage ERP. DocLink eliminates your manual processes, automating and streamlining transactions in accounts payable and beyond.
What is DocLink?
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DocLink connects people, processes and data to help organizations go paperless, automating workflows and streamlining all your vital business processes… allowing you to manage all your documents, data, and processes in AP, AR, HR, Legal or any department in your organization. You’ll provide increased visibility, control, and enable your staff to be more productive and efficient whether they are working in the office or remote.
Benefits of DocLink
The main benefits of DocLink are cost savings,
time savings and process improvements.
time savings and process improvements.
Cost savings:
reduce or eliminate file cabinet & storage costs, printing & form costs, and mailing & courier fees - allows you to do more without adding additional staff.
Time savings:
streamline processes resulting in decreased cycle times, simplified audits and instant document retrieval
Process improvements:
users can manage to the exception with sophisticated reporting and auditing capabilities, workflow automation and alerts/notifications
What Does DocLink Do?
Secure Document Management
Manage your data better with DocLink - a secure, virtual file cabinet. Track, store (any type file or format), access, search, and send your documents anytime, from anywhere, from any device. Avoid security breach with document access permissions that can be defined at a very granular level – right down to a document’s individual property values.
Document Capture
Documents come in different formats and from lots of different sources. Capture documents from Sage simply by electronically printing them to DocLink. DocLink also captures emails, scanned documents, faxes, barcodes, XML files and file uploads from DocLink’s mobile app. And OCR can be used to automate the capture of data from these documents.
Workflow and Document Processing
Manage and streamline the review and approval process based on your specific needs for any department, whether in AP, AR, HR, IT, etc.
ERP Integration
DocLink connects to the ERP so you can match purchase orders, receivers, vendor invoices for quick reconciliation, streamlining paper matching processes while still making those documents available from within Sage as well. Also, streamline associated processes like the approval and coding of monthly credit card statements and expense reports.
Automated Delivery
Schedule and automatically distribute documents to your customers and suppliers. DocLink can even find any supporting documents and include them using the recipients preferred delivery method.
Smart Forms
You can create electronic forms for any documents that’s part of your business processes, such as expense reports, new vendor requests, check request, purchase order requisitions, etc. Be able to configure a personalized DocLink UI for collecting data used to process and approve your documents.
Mobile Access
Allow your team to securely access, approve, and capture documents instantly on their mobile devices. Searching for documents on a phone or tablet has never been easier.
Web Access
Complete web client for all user functionality, from indexing to exporting search results, and everything in between. Give your team the ability to access, approve, manage workflow, etc…no matter where they may be working.
Interested in learning more about how DocLink can transform
your current document management processes? Contact us
for more information.
Accounting and Finance
Get freedom from tedious manual processes. Businesses that automate processes like financial reporting and data administration see greater efficiencies and accuracy while freeing up resources to focus on value-add or customer-centric tasks.
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Food Distribution Management
Food Distribution companies have unique needs when it comes to inventory and operations. Learn more about how we can help you optimize your inventory, streamline warehouse operations, keep your back office running smoothly, and more.
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Business and Resource Management
Predictive analytics empower businesses to predict trends, recommend actions, and strengthen decision making. Discovering patterns in your business helps you mitigate risk and identify opportunities for growth.
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Manufacturing and Distribution
Connect your entire business - from accounting & finance to the warehouse to sales and service. Collaborate with customers and suppliers, and gain better visibility into operations. Sage 100 helps you respond quickly to customer needs and stay profitable and competitive.
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Human Resources and Payroll
Manage HR compliance, benefits administration, employee records, personnel action, and more. A centralized HR database that acts as your single point of truth for all past and present employee information lets you successfully respond to the HR challenges you face every day.
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Mobile Sales
Whether it’s on the showroom floor, at a trade show, or placing a counter sale, empower you sales team with accurate and relevant sales data in the palm of their hands wherever they go. Sell more and get paid faster by completing the entire sales process - from order to signature - from anywhere.
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Customer Relationship Management (CRM)
Automate your business processes to synchronize sales, marketing, and customer care activities across your organization. Integration between Sage ERP and CRM solutions can help your company achieve an end-to-end business process that saves time, reduces errors and costs...
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Custom Enhancements
We understand that every business is unique. Our team of certified consultants will assist you every step along the way from selection to implementation to ongoing support. As a Sage Gold Development Partner, we have source code access that allows us to develop custom solutions...
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Guides & Matrics
DocLink by Altec is the Sage-endorsed document management and business process automation solution that enables companies to fully utilize and extend their Sage ERP.
Learn More