DocLink is the solution you need to automate your workflows and streamline your important document processes. We are all familiar with the scenario where an important piece of paper has gone missing. All available personnel are recruited to find the document. (Hint: have the boss check their briefcase. It’s a good place to start the search.) DocLink gives you control over your documents and your data so you can avoid this situation for good.

Manage Your Documents Electronically

The media likes to talk about a paperless office or a world in which documents are all managed electronically but, so far, few businesses have been able to accomplish this feat. With DocLink for Sage 100 and Acumatica, you can capture documents online and eliminate old-fashioned filing cabinets.

DocLink automates the routing and distribution of many forms. This includes:

  • Capturing both internal and external documents
  • Approve and control documents using workflow processes
  • Retrieve, schedule, and find documents easily
  • Access and share documents inside your company and with external vendors and business contacts
  • Automate document routing for approval and signature

Reduce the Time Spent on Paperwork

How many hours per week do you spend on paperwork now? Think of all the time you could save using an automatic document handling software such as DocLink. Instead of worrying who gets what and when, you can automate workflows to save time and effort. It’s like having your own personal assistant to move documents around the office—but you don’t need to find the assistant a desk!

DocLink captures documents in many formats and converts them into electronically retrievable files. The system print captures and automatically indexes documents and reports, making them easy to find and retrieve from the system.

You can scan documents or have them faxed into the system, too. Print Capture features from Microsoft Office are fully compatible with the program, making it easy to add documents from common Microsoft Programs right into your system.

Automate Workflow in Your System

One of the great features in DocLink is the ability for users to configure the workflow throughout the system. You can automate business processes and set up various workflows to account for unique scenarios. Configurable approval stamps, annotations, and more can also be added to the system to make document management easier and more convenient.

Consider a simple accounts receivable process. The A/R office must issue an invoice, then send copies to the client while filing copies in their office cabinet. Next, they must wait until payment is received, then manually enter it into the system. Receipts must be printed and mailed.

An automated process using DocLink might look like this: The A/R department issues an invoice and sends it via email to the customer. It also logs the invoice as a document in the system. If the customer is late making a payment, it triggers a reminder notice. The paperwork is filed in the system itself, and when payment is received, it can be received electronically through a payment portal. The payment updates the system, closing the file and making additional paperwork unnecessary.

Reduce Time Spent Looking for Documents

With DocLink for Sage and Acumatica, you and your team can spend less time tracking down important documents and more time focusing on productive activities. Your company’s documents are available in-office or remotely to increase productivity and efficiency throughout your entire operation.

Would you like to learn more about how DocLink for Sage and Acumatica can benefit your business? Contact us today for your free consultation.