Document Management / Process Automation Software Solutions

Manage the Full Document Lifecycle

Manage, track and access documents with ease, no matter where they are. With DocLink you’ll overcome inefficiencies, saving time and money. Integrations with most ERP providers—including Sage 100 and Sage Intacct—allow secure access for your entire team.

And storing documents is just the beginning – workflow provides visibility and control for vital document processes. DocLink’s configurable and ERP integrations help you manage critical documents and data.

Blog: Document Management with Automation

DocLink

The rise of a remote workforce has accelerated the need to digitize paper-based and automate in-person processes. DocLink eliminates manual processes, automating and streamlining transactions in accounts payable and company wide. Reap the rewards of productivity and efficiency by going paperless.

• Easy access to documents
• Streamlined approval process
• Increased productivity and collaboration
• Reduced manual errors
• Centrally managed document storage
• Powerful and flexible security

DocLink is available as a stand-alone solution or integrated with Sage 100, Sage Intacct, and many other ERP solutions.

Blog: Supporting a Remote Workforce Using DocLink

OCR (Optical Character Recognition)

Leverage technology to reduce or eliminate data entry, apply business rule validations to incoming documents and be alerted when human intervention is required.

• Scalable—Fast and efficient for quick deployment and reliability
• Allows internal and outside audit firms access to complete document audit trails
• Stay updated on who has the current document version, who has made edits, and view previous versions.
• With permissions, access the documents anywhere, anytime.
• Security is controlled from entity level all the way down to specific content values
• Save time and money by cutting down on paper.

OCR is available as a stand-alone solution or integrated with DocLink.

Blog: How to Leverage OCR to Work a Bit of Magic