DocLink Document Management for Sage
Topic: Smart Form Toolkit
In this live webinar we will present how to use the Smart Form toolkit with DocLink software.
Tuesday, November 14, 2017
11 am (CDT)
Duration: 1 Hour
Join us to learn how to use DocLink Smart Forms to simplify:
- Expense reports
- Credit card reconciliation
- Employee onboarding
- New vendor requests
- Check reviews
- Check requests
- Purchase Order Requisitions
In case you’re not familiar with DocLink by Altec, it is a Sage-endorsed document management solution to enhance the power of your ERP. DocLink enables you to configure windows for data capture, use that information to create, index, and submit documents, and browse related files.
Is going paperless in your long-term plan? The best way to get started is to take a look at your current processes and identify the biggest challenges you want to solve. One crucial step in eliminating paper from your company-wide processes is having an electronic alternative for these documents.
DocLink document management lets you get rid of cumbersome paper so you can take your business anywhere!
What can Smart Forms help you do?
The Smart Form Toolkit allows you to configure the DocLink User Interface to DocLink’s Smart Forms to collect, process and approve data, quickly see related documents, and generate new ones. They are increasing in popularity since they offer a way to streamline processes, gain control and visibility of each document’s status, and eliminate the paper forms and their associated costs.
What are Smart Forms?
Smart Forms are customizable electronic forms that enable you to create and index digital versions of documents such as credit card statements, new vendor requests, purchase orders, and expense reports. They minimize data entry by re-purposing the information you fill out in the Smart Form fields to automatically populate those fields in your ERP.
When using Smart Forms, you can ensure that everyone who touches a particular document is accessing the current version. You’ll also be able to track its status in the workflow.
Since the documents are already electronic, you won’t need to scan or index them for retrieval at a later date. You can type in a search value and look up that document right from your desktop rather than searching for a document in a file cabinet or on another employee’s desk.
Who Uses Smart Forms?
Smart Forms are not only beneficial for internal systems. They are commonly used in medical offices to gather patient information. Universities process enrollment data with smart forms. Mortgage companies provide them to applicants to collect and organize necessary paperwork. No matter the kind of work your organization does, these examples may give you ideas for how to use smart sheets to optimize your own processes.
Managing Processes with Checklists
One way to manage a process using Smart Forms is to include checklists to track required steps for multiple people. For example, a Human Resources department may use them to ensure new employees fill out all the necessary forms for onboarding. In this case, the single list may provide instructions for the new hire, IT department, HR manager, and supervisor. Tasks may include:
Set up computer. Set up email. Set up phone. Order business cards. Fill out health insurance forms (medical, dental, vision). Fill out tax forms.
All of the team members involved can view the form and check off their tasks as they complete them. They can attach associated documents and retrieve those uploaded by others.
Want to learn more about DocLink’s Smart Form Toolkit? Sign up for our free webinar! If you are unable to attend, please feel free to contact us to discuss DocLink and the Smart Form Toolkit.