Document Management

Altec is the provider of DocLink, the Sage-endorsed Enterprise Document Management solution that allows companies to fully utilize and enhance their ERP solutions. DocLink enables organizations to go paperless by taking everything digital to streamline any business process and provide improved visibility and control to the entire document lifecycle. It is a workflow-driven solution that automates any document intensive process – often starting in Accounts Payables, but can extend enterprise-wide to sales orders, expense reports, contract management, HR onboarding, and beyond. You’ll eliminate costs associated with storing, printing and sending paper documents and save time that is normally spent waiting for approvals or searching for documents.

The need for Document Management is widespread.

• Do documents get lost?  Store them electronically so they can be instantly accessed from the desktop – but only by users with the appropriate security rights. Documents are stored electronically in the repository where they can be easily retrieved, routed for approval and automatically outputted in the preferred format.
• Is printing, storing and shipping documents getting expensive?  Route them electronically to save paper, time and money! Eliminate costs associated with storing, printing and sending paper documents and save time that is normally spent waiting for approvals or searching through file cabinets.
• Have to search through files for related documents?  DocLink allows you to instantly see all documents associated with a particular order, vendor, customer, etc. and automatically send the ones your customer needs in the delivery method they requested. And with the Smart Form Toolkit, you can customize your own “Smart Forms” to minimize data entry and streamline processes like Expense Reporting, HR Onboarding, Credit Card Processing, and New Vendor Requests – just to name a few.
• Does it take too long to get approvals?  Set up automatic email notifications and the ability to approve documents remotely from a mobile device.

It’s time to go paperless and take everything digital with DocLink Sage Document Management to improve productivity and gain visibility to documents electronically to better serve your customers, get invoices paid in a timely manner and make auditing a breeze.

DocLink offers a full AP integration package for Sage 100, 300, 500 and X3. But DocLink is more than just AP automation. DocLink is a secure repository for any type of document or file.  There is no limit to the processes that can be streamlined and automated.  For example:

• AP invoices received from vendors and processed through Sage for payment
• Manufacturing processes that include data from multiple systems;  it can be processes that span multiple systems and departments
• It can handle processes like employee on-boarding and employee files
• And DocLink can also automate the distribution of documents to customers, vendors, and business partners across multiple companies and departments. 

When you take paper out of the equation, and you’re equipped with the right tools, the opportunities for improved efficiencies are endless!  Whether it’s the AP process, sales order processing, HR On-boarding, expense reports – you name it and we can show you how to do it more effectively.

Ready to go paperless? Contact us to find out how DocLink can eliminate the paper and give you control of the process.