taking everything digital - chortek · doclink and your sage erp allows data flow side-by-side...
TRANSCRIPT
![Page 1: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/1.jpg)
Taking Everything Digital
Taking Everything Digital with DocLinkDocument Management & Process Automation
CURT HIXSON, SALES DIRECTOR
![Page 2: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/2.jpg)
We live in a world of instant access...
![Page 3: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/3.jpg)
…so why is it hard to findanything at your office?
![Page 4: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/4.jpg)
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software
![Page 5: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/5.jpg)
Does your current system require a lot of touching, moving and filing of paper?
Is your invoice approval processmanual and inefficient?
Do you spend a lot of timedoing data entry?
![Page 6: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/6.jpg)
Silos of business
data
Inability to maximize
profits
Inefficient workflow
Operational inefficiency
Lack of visibility,
security, & compliance
BUSINESS PROBLEMS WE ALL FACE
![Page 7: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/7.jpg)
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery
![Page 8: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/8.jpg)
DOCLINK for ACCOUNTS PAYABLE
![Page 9: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/9.jpg)
SEAMLESS INTEGRATIONS
Uninterrupted, deep integration between DocLink and your Sage ERP allows data flow side-by-side
DocLinkSage
100
ERP
![Page 10: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/10.jpg)
ERP INTEGRATION – GL SMART FORM
![Page 11: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/11.jpg)
DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERP WINDOWS
![Page 12: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/12.jpg)
SELF-SERVICE DOCUMENT ACCESS
• Searchable via desktop & mobile
• Assign security permissions
![Page 13: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/13.jpg)
Company
Department
Document Type
Property Values
SECURITY
![Page 14: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/14.jpg)
Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE
![Page 15: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/15.jpg)
TIMELY APPROVALS FROM ANYWHERE
• Eliminate late penalties
• Approvers respond through DocLink client, email, or mobile
• Set automated alerts & reminders
• Delegate workflow authority while away
![Page 16: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/16.jpg)
ELIMINATED FILING & MINIMIZED DATA ENTRY
Automate document capture (email, fax, scan, barcode, OCR)
Leverage existing ERP data
Reduce human error
Automate indexing
![Page 17: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/17.jpg)
CAPTURE
![Page 18: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/18.jpg)
CAPTURE OPTIONS:
EMAIL & FAX
ERM
DRAG & DROP
SCAN
BARCODE
OCR
![Page 19: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/19.jpg)
CAPTURE
DATA
ANYWHERE
![Page 20: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/20.jpg)
SEARCH & RETRIEVE
![Page 21: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/21.jpg)
SELF-SERVICEDOCUMENT ACCESSTHROUGHMULTIPLE DEVICES
![Page 22: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/22.jpg)
Demo Distribution Company
![Page 23: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/23.jpg)
![Page 24: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/24.jpg)
![Page 25: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/25.jpg)
WORKFLOW
![Page 26: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/26.jpg)
WORKFLOW CONFIGURATION - REQUISITION
![Page 27: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/27.jpg)
WORKFLOW CONFIGURATION – AP SAMPLE
![Page 28: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/28.jpg)
APPROVALSFROM YOURMOBILE DEVICEAND EMAIL
![Page 29: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/29.jpg)
DELEGATE WORKFLOW AUTHORITYWHILE AWAY
![Page 30: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/30.jpg)
AUTOMATED DELIVERY
![Page 31: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/31.jpg)
![Page 32: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/32.jpg)
CUSTOMER ROI
![Page 33: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/33.jpg)
Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges
![Page 34: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/34.jpg)
Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings
![Page 35: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/35.jpg)
Firm expanded without
adding new staff
$48,000 salary
Customer Evidence: Increased Efficiencies
![Page 36: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/36.jpg)
WHY DOCLINK?
world-class
products
rapid
implementations
outstanding
customer
support
![Page 37: Taking Everything Digital - Chortek · DocLink and your Sage ERP allows data flow side-by-side DocLink Sage 100 ERP. ERP INTEGRATION –GL SMART FORM. DIRECT ACCESS TO DOCUMENTS WITHIN](https://reader034.vdocument.in/reader034/viewer/2022051807/60088450404e431e9e491034/html5/thumbnails/37.jpg)
QUESTIONS?