DocLink Document Management for Sage: Benefits of Smart Forms

Smart Forms: More Robust Than Legacy Forms

Smart Forms Toolkit is a module in our document management solution which allows you to create customizable, electronic forms with capabilities beyond traditional, legacy forms. Examples of those legacy forms you can improve with Smart Forms are: Excel documents used as expense reports, purchase requisitions, check requests, and more.

Join us for a live webinar to learn how using Smart Forms enables you to:

  • Look up and validate against other data sources
  • Attach supporting documentation
  • Group documents into packets
  • Control Business Processes

Smart Forms can be used in every department:

  • AP – Expense reports with receipt attachements
  • HR – documents grouped by employee
  • Support – Help desk ticketing system
  • Purchasing – requisitions with quote attachments
  • And the list goes on