DocLink Document Management for Sage- Smart Form Toolkit
The webinar presentation was about 1 hour long and discussed Sage Document Management's Smart Form Toolkit. Smart Forms allow organizations to create centralized forms for capturing data, indexing documents, retrieving documents, and moving documents through workflows. They help with centralized form management, repurposing form data, validation of data, and capturing related documents. Examples of how Smart Forms can help with onboarding processes, remote approval workflows, expense reporting, billing processes, and tracking discrepancies were provided. Attendees were invited to ask any questions in the question box during the webinar. Presenters were Sean Munzert from Net@Work and Doug Tanner from Altec. Contact information was provided at the end for any follow up
DocLink Document Management for Sage- Smart Form Toolkit
- 1. 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!
- 2. 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
- 3. Today’s Presenters Sean Munzert | Net@Work Client Care Manager Doug Tanner| Altec Senior Sales Engineer
- 4. 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
- 5. any document - any process - anywhere DocLink, Sage Document Management: Smart Form Toolkit DOUG TANNER, SR. SALES ENGINEER
- 6. Do you have access to your own data?
- 7. We live in a world of instant access...
- 8. …so why is it hard to find anything at the office?
- 9. WHAT IS DOCLINK? DocLink SMART FORMS capture search & retrieve workflow automated delivery
- 10. What are Smart Forms?
- 11. FROM FORM TO SMART FORM PAPER
- 12. WHAT IS A SMART FORM? A DocLink window that can be used for: • Creating new documents • Indexing documents • Retrieving documents • Moving documents through a DocLink workflow process while capturing info
- 13. Why Use Smart Forms?
- 14. WHY USE SMART FORMS? Centralized form management Repurposing of form data Control & validation Capture at creation & of related documents
- 15. WHY USE SMART FORMS? Centralized Form Management Repurposing Form Data Data Validation
- 17. We have to get control of our onboarding process…
- 19. I can’t always be at my desk for final payment review.
- 21. There should be an easy way to submit expenses…
- 22. Capture Costs onto Your Mobile Device
- 23. Capture Costs onto Your Mobile Device
- 25. I dread the 15th of every month when I get that massive credit card bill…
- 28. I need an easier way to track discrepancies…
- 30. Quick Peek:
- 31. Please type in your questions Any Questions?
- 32. Thank You For Attending! Sean Munzert | Net@Work Client Care Manager (P) 646-293-1781 (E) smunzert@netatwork.com 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!