Document Management for Sage 100
Altec Document Management for Sage 100 collects documents electronically, automates the routing and delivery of all printed documents, reports, and forms, and offers quick retrieval from the desktop or the web.
Sage users get access to the full range of DocLink capabilities and functions. DocLink, formerly known as Sage Document Management, is a Sage Endorsed Solution, the highest level of certification available from Sage.
The program offers substantial development resources, technical assistance, and strategic product and marketing advantages to ensure total customer satisfaction with third-party apps.
Playlist
DocLink allows Sage 100 users to digitally change operations in any department for greater visibility and efficiency, including accounts payable, accounts receivable, human resources, sales order processing, legal, and more.
Automatically capture, process, retrieve, and send documents in a secure manner. Anyone, on any device, may generate, process, and approve documents at any time and from anywhere.
DocLink’s business benefits are tangible:
- Easy access to documents
- Streamlined approval process
- Increased productivity and collaboration
- Reduced manual errors
- Centrally managed document storage
- Powerful and flexible security
DocLink streamlines day-to-day activities by reducing manual procedures and giving users comprehensive visibility into all of their operations and data. Better communication with customers, vendors, and staff will benefit.
On-Premise or Cloud
Altec provides solutions to fit user’s demands, whether they’re in the cloud or on-premise.
The Doclink connection works with both on-premise and cloud-based Sage applications.
PaperlessPLUS extends Sage 100 functionality by storing Paperless Office documents in the repository of DocLink.
SECURE DOCUMENT ACCESS
Without having direct access to Sage 100, employees across user’s organizations are provided safe and limited access to Paperless Office documents.
automated workflow processes
DocLink’s pre-configured procedures expedite vendor invoice approvals and coding while also automatically importing them into Sage 100, giving users more visibility and control.
Flexible DOcument Capture
Use PaperlessPLUS in any situation where it’s needed to capture Paperless Office documents while also having the ability to index any other document, whether it was created internally or outside.
Document Management Solutions For All Industries
Distribution
With timely, reliable information, users can strengthen long-standing vendor and customer connections.
Complicated operations can impinge upon long-standing relationships and excellent customer service but speedy, accurate information retrieval solves that right away.
Capture and share bills of lading and proof of delivery papers throughout the organization.
Without delay, connect remote warehouses, distribution sites, and corporate offices.
Users view particular PODs straight from their company application to respond to queries quickly.
To track statuses and index all linked papers together, employ barcode features on receipts, bills of lading, pick lists, and other documents.
Finance
Securely manage hundreds, thousands, and millions of documents daily
Secure management of financial documents and centralized communication are the simple answer to tying your organization together.
Limit what customers can view based on the values set for property values like department and seniority.
Allow customers to approve/reject digitally from any device, as well as set up notifications and reminders for action items.
Regardless of how many locations a company has, any team member may have papers at their fingertips and not have to worry about delivery delays.
Food & Beverage
Document management in highly regulated sectors must be secure and easy to use.
DocLink can aid with product and material monitoring, improving vendor relationships, reducing certification degradation, and more, so strong documentation and FDA compliance won't be an issue.
Store and retrieve certificates, sample paperwork, and FDA-mandated data in a secure manner.
Manage inventory by keeping track of requisitions and shipment lists, as well as setting up automated notifications for future requirements.
By reducing the number of stages in approval procedures, users may take advantage of early pay savings and make 100 percent on-time payments.
Configure 30-60-90 day reminders to notify of expiring product and personnel certifications.
Healthcare
Maintain HIPAA compliance while developing better patient and client service
DocLink's features and security make it simple to comply with HIPAA rules and manage clients.
To prevent unauthorized parties from seeing private information, grant access privileges using user-based permissions.
Utilize customizable Smart Forms to centralize patient/client data and customise the distribution of important papers.
Control the data that auditors see during routine audits so that they only see what they need.
Manufacturing
Improve quality assurance and production integrity by automating data.
DocLink assists manufacturers in a variety of areas, including quality assurance, remote work, and production integrity.
To ensure quality, provide certificates of conformity, test records, test record certifications, and other documentation with delivered items.
Provide enough access to team members performing site visits and fieldwork so that they may successfully fulfill customer jobs.
With documentation and comprehensive access to each component, users can eliminate difficulties with batches, lots, inspections, and FDA rules.
Services
Be accurate and available to teams as a source of contractors, technicians, and other service workers.
Doclink's mobile solutions make it simple to connect teams to service requests, giving more visibility and a stronger client impact.
Regardless of the number of projects and accounts active, keep account documents in one place for easy access.
Monitor expiry dates, set alarms, and manage account information by automatically sending vendor contracts to approvers for inspection.
During site visits, provide employees with access to important account data and enable for the recording of requirements in the field using Doclink Mobile.
Utilities
Without stress, manage the flow of service agreements, client contracts, and more.
Through automation, users may easily and efficiently handle the continual flow of service agreements, contracts, remote site visits, and other paperwork.
To control the dissemination of private material, give teams user-based access privileges based on set permissions and document categories.
Store and retrieve inspection records, resource readings, and other documents that must be displayed during site inspections in a secure manner.
Send automated billings, reminders, and important information to clients depending on the parameters set up for systems to track.
DocLink Customer Success Stories
To be able to install a third-party document management system while maintaining the enterprise solution concept was a big advantage. The customer streamlined all documentation into a single, centralized enterprise solution across the entire organization.
