Document Capture: Never Touch a Document Again

1. Live Webinar:
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Welcome!

2. Webinar Details
• Presentation is roughly 1 hour
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3. Today’s Presenters
Tony Choquehuanca| Net@Work
Sr. Sales Specialist
Mark Whitbeck| Altec
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. Taking Everything Digital
Document Capture:
Never Touch a Document Again

6. What do you do
with all the data
that comes into
your business?

7. HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

8. WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

9. erm (print) scan barcode import ocr
email &
fax
capture
search &
retrieve
mobilestore web
access
integrationworkflow smart form toolkit data manager
process
output
supplemental
documents
send

10. erm (print) scan barcode import ocr
email &
fax
capture
search &
retrieve
mobilestore web
access
integrationworkflow smart form toolkit data manager
process
output
supplemental
documents
send

11. CAPTURE
OPTIONS:
EMAIL & FAX
ERM
DRAG & DROP
SCAN
BARCODE
OCR

12. SEAMLESS INTEGRATIONS
Uninterrupted, deep
integration between DocLink
and your ERP allows data
flow side-by-side
DocLink ERP

13. DIRECT ACCESS
TO DOCUMENTS
WITHIN YOUR
ERP WINDOWS

14. SELF-SERVICE DOCUMENT ACCESS
• Searchable via desktop &
mobile
• Assign security permissions

15. CAPTURE DATA ANYWHERE

16. You can capture:
Files
Photos

17. You can capture:
Files
Photos

18. common use case
for capturing a
photo…
RECEIPTS

19. mobile capture:
another way to index documents into DocLink; great
for staff that work outside the office – or those that
just like the convenience of a mobile device!

20. ERM

21. DOCUMENT CAPTURE: ERM
ERM Capture – Enterprise Report Management
Automatically Capturing Static Layout Reports from any 3rd party system.
Example: Check, Purchase Order etc.

22. ERM
Capture

23. OUTBOUND DOCUMENTS CAPTURED- QUOTE
• Multiple data elements
captured
• Can search any
element
• Can link documents on
common data elements

24. Scan-Link

26. Barcode

27. DOCUMENT CAPTURE: BARCODE
Barcode
Indexing Documents with Barcode Value

28. INBOUND DOCUMENTS CAPTURED

29. 01 Supports PDFs & TIFs
02 Supports multi-page TIFs
03 Supports additional formats like QR & 2D barcodes
04 Barcodes captured from any location on the document
05 Barcodes can be located vertically on the document
Latest Barcode Enhancement

30. Automatic Email Import Using
Import Manager

31. DocLinkEmail – import Manager

32. OCR

33. DOCLINK: OCR BENEFITS
Eliminates
manual entry &
improves
accuracy
Automated
sorting
Reduces cycle
times for
processing
Ensures
compliance
Synchronizes
with ERP
systems

36. Invoice: 555
Total: 250.33
Supplier: ABC Corp
Invoice: 123
Total: 100.00
Supplier: XYZ Comp
Invoice: 433
Total: 4000.00
Supplier: RKO Org
Multi-Channel
Capture
Classification &
separation
OCR Extraction
Rules-Based Validation
Export to DocLink
Recognition
Verification

37. NEXT STEPS
Look at your
current business
processes and
consider…….
Time spent manually indexing
Accuracy of your data input
Your monthly invoice volume
Consider “soft” costs
Accountability/auditability
Are you ready for a disaster
Speed of transaction

38. ELIMINATED FILING & MINIMIZED DATA ENTRY
Automate document capture (email, fax, scan, barcode, OCR)
Leverage existing ERP data
Reduce human error
Automate indexing

39. Choosing the Right Option

40. WHAT IS THE BEST DOCUMENT CAPTURE
METHOD FOR YOU?
What is
the doc’s
format?
SOURCE PROCESS AMOUNT CAPTURE OPTION(S)
What are
you doing
with the
document
after it’s
captured?
How many,
or how
often, do
you process
these docs?
You choose the best option.

41. • ScanLink - Scan and Manual Index
• Import Manager - Invoices Received Through Email
• Documents Capture Using DocLink Mobile
• ERM Capture Documents
• OCR Capture
DOCUMENT CAPTURE IN DOCLINK

42. • Smart Forms Toolkit
• Barcode Documents Capture
• Add Auto Index to make your life little easier
• Enhancing Image Quality and Auto Index
DOCUMENT CAPTURE IN DOCLINK

43. Quick Peek:

44. Please type in
your questions
Any Questions?

45. Thank You For Attending!
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Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Tony Choquehuanca | Net@Work
Sr. Sales Specialist
(P) 646-517-6164
(E) tchoquehuanca@netatwork.com