Secure Document Management
Manage your data better with DocLink - a secure, virtual file cabinet. Track, store (any type file or format), access, search, and send your documents anytime, from anywhere, from any device. Avoid security breach with document access permissions that can be defined at a very granular level – right down to a document’s individual property values.
Document Capture
Documents come in different formats and from lots of different sources. Capture documents from Sage simply by printing them to DocLink. DocLink also captures emails, scanned documents, faxes, barcodes, XML files and file uploads from DocLink’s mobile app. And OCR can be used to automate the capture of data from these documents.
Workflow and Document Processing
Manage and streamline the review and approval process based on your specific needs for any department, whether in AP, AR, HR, IT, etc.
ERP Integration
DocLink connects to the ERP so you can match purchase orders, receivers, vendor invoices for quick reconciliation, streamlining paper matching processes while still making those documents available from within Sage as well. Also, streamline associated processes like the approval and coding of monthly credit card statements and expense reports.
Automated Delivery
Schedule and automatically distribute documents to your customers and suppliers. DocLink can even find any supporting documents and include them using the recipients' preferred delivery method.
Smart Forms – You can create electronic forms for any documents that’s part of your business processes, such as expense reports, new vendor requests, check request, purchase order requisitions, etc. Be able to configure a personalized DocLink UI for collecting data used to process and approve your documents.
Mobile Access
Allow your team to securely access, approve, and capture documents instantly on their mobile devices. Searching for documents on a phone or tablet has never been easier.
Web Access
Complete web client for all user functionality, from indexing to exporting search results, and everything in between. Give your team the ability to access, approve, manage workflow, etc…no matter where they may be working.
