DocLink

A web-based integrated document management system (IDMS) and imaging service designed by Altec which itnegrates with a wide range of ERP solutions.

Product Overview

DocLink is an integrated document management system (IDMS) software that enhances data assessment and approval processes in various sectors, including finance, healthcare, utilities, food and beverages, and manufacturing. It offers user-based access controls, tracks user actions to identify bottlenecks, and supports mobile applications for document management.

Additionally, DocLink is designed to streamline the distribution and management of documents, facilitating the scanning, indexing, and conversion of paper documents and faxes. All this can significantly improve operational efficiency in sectors that handle extensive documentation.

DocLink supports both Android and iOS devices. It integrates with several financial and ERP applications, such as Epicor and Microsoft Dynamics.

Pros

  • Uses Smart Capture OCR to automatically capture documents
  • Offers personalized Smart Forms to meet specific process needs
  • Has on-premise, cloud-based, and hybrid deployment options

Cons

  • Lots of data might slow down information loading
  • Not a user-friendly or easy to learn UI

Target Market

Enterprise-level organizations with a large volume of documents to manage. Particularly suited for the healthcare, utilities, and finance industries.

About DocLink

Features

Document Capture

  • Captures and indexes various documents including invoices and reports.
  • Supports scanning, faxing, and email capture from multiple locations.
  • Enables document retrieval, annotation, and distribution from desktop.

Workflow Management

  • Configurable workflows for sales order processing and payables management.
  • Integrates with financial software for invoice processing and reconciliation.
  • Supports remote approval and electronic annotation of invoices.
  • Streamlines invoice approval, cost distribution, and data entry.

Document Distribution and Transformation

  • Facilitates email and fax of documents like purchase orders and invoices.
  • Schedules automatic distribution of financial and sales reports.
  • Converts data into various formats (XML, HTML, PDF, etc.) for repurposing.
  • Allows creation of sub-forms and templates for specific data communication.
  • Supports rendition printing for automatic collation of invoices with related documents.

Integrations

  • Epicor - Epicor Enterprise
  • Microsoft Dynamics - Great Plains, Solomon, and Navision
  • Sage Software - MAS 500, MAS 90, MAS 200, Platinum for Windows
  • SAP - Business One
Price Range Learn More
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Product Overview

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