Webcast: Go Paperless with DocLink Document Management for Sage 300

Leveraging DocLink’s Smart Form Toolkit

Title: Go Paperless with DocLink Document Management for Sage 300

Date: Wednesday, February 27th, 2019 | 12:00pm EST - 1 hour


What would it mean if you could spend less time touching documents, yet gain improved efficiency, visibility and control?

Learn how DocLink, the Sage Document Management solution, allows you to fully utilize and enhance your Sage 300 to automate any document-intensive process and go paperless in AP, AR, Sales Order, Contracts, HR or any department throughout your enterprise.

Specifically, we’ll touch on DocLink’s special module called Smart Form Toolkit which allows you to create customizable electronic forms with capabilities beyond traditional paper documents allowing you to better protect your critical information. You can electronically capture the data, use that information to create documents, index and submit them, and provide workflow and export options.   

In this live webinar, see how it has been used for:

  • Performance reviews
  • Time-off & vacation requests
  • Pension contribution management

Examples of other common Smart Forms uses:

  • Expense Reports
  • Credit Card Reconciliations
  • HR On-boarding 
  • New Vendor Requests
  • Check Review Process
  • Check Requests
  • Purchase Order Requisitions
  • or really any forms that are currently part of your business processes


“DocLink Smart Forms has created some unexpected operational efficiencies and oversight for us. We’re able to break down and understand business processes that we’ve never had any visibility into before.”

The D&A Team

YouTube Recording