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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!
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
Today’s Presenters
Laura Lechien| Altec
Sales Director
Rob Bassett | Net@Work
Sales Manager
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
Taking Everything Digital
Day in the Life of a Paperless Office
Sage 100 Integrated Document Management
and Workflow Automation
LAURA LECHIEN, ALTEC SALES DIRECTOR
We live in a world of
instant access...
…so why is it hard to find
anything at your office?
File
Cabinet
Network
File Share
Software
HOW DO YOU STORE YOUR DOCUMENTS TODAY?
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery
SEAMLESS INTEGRATIONS
Uninterrupted, deep integration
between DocLink and your ERP allows
data flow side-by-side
DocLink Sage
100
Property Management
Company – Tornado Hit
Zero data lost & no
delays for 100+ offices
Customer Evidence: Disaster Recovery
Firm expanded without
adding new staff
$48,000 salary
Customer Evidence: Increased Efficiencies
Document Management
Through the Eyes of Your Team
ACCOUNTS
PAYABLE
Self Service Document Access
Timely Approvals
Eliminating Paper Filing
Minimizing Data Entry
DocLink
APPROVALS
FROM YOUR
MOBILE DEVICE
WEB AND EMAIL
DELEGATE
WORKFLOW
AUTHORITY
WHILE AWAY
SAMPLE OF
ANNOTATIONS
ENTERPRISE REPORT MANAGEMENT (ERM)
CAPTURE METHODS - DOCUMENTS CAPTURED WITHIN DOCLINK
ERM
Capture
Instead of walking to a file
cabinet or calling the AP Clerk…
Employees can search for
documents from their desktops!
Demo Distribution Company
“I dread the 15th of every
month when I get that
massive credit card bill…”
SALES ORDER TO
AR INVOICING
Processing and Tracking of
Orders
Quick Invoice Delivery with
Supplemental Document
Improved Customer Service
OUTBOUND DOCUMENTS CAPTURED- QUOTE
• Multiple data elements
captured
• Can search any
element
• Can link documents on
common data elements
INBOUND DOCUMENTS CAPTURED-FT & BOL
Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings
CHIEF
FINANCIAL
OFFICER
Drive Down Cost
Manage Compliance & Risk
Enterprise-Wide Solution
Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges
Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE
ALL EMPLOYEES
Capturing Expense
Receipts
Easier Expense
Report Submission
CAPTURE COSTS
ONTO YOUR
MOBILE DEVICE
CAPTURE COSTS
ONTO YOUR
MOBILE DEVICE
HUMAN
RESOURCES
Security of confidential employee
documents
Onboarding/termination process
Certification expiration
• Store contracts and SOWs that are
searchable and accessible across
departments.
• Assign to approval workflows.
“How can you help me…
manage contractual agreements?”
VERSION CONTROL
Integrated
Document
Management
Human
Resources
Accounts
Payable
Legal
Sales
Marketing
Customer
Service
GO PAPERLESS ENTERPRISE-WIDE!
Demonstration
Please type in
your questions
Any Questions?
Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Rob Bassett
Sales Manager, Sage 100
(P) 804-298-3813
(E) rbassett@netatwork.com

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