DocLink by Altec for Acumatica

DocLink enables users of Acumatica to digitally enhance their operations, boosting visibility and efficiency across various departments such as accounts payable, accounts receivable, human resources, sales order processing, legal, and others.

DocLink Features

Document Capture

Monitor and retrieve documents regardless of their location. Enhance data management with a comprehensive solution that supports you at every stage

Automated Delivery

Automate the scheduling and distribution of documents, along with their supporting materials, according to the recipient's preferences, whether it be through email, fax, FTP, or printing

Smart Forms

Customize specific processes and data requirements using advanced, configurable windows to simplify the generation and indexing of documents and business workflows

Document Management

Collect documents from internal and external sources via multiple methods, including email, fax, scanning, OCR, ERM, XML, barcodes, and mobile

Workflow & Document Processing

Manage information throughout the entire lifecycle of a document. Handle approvals and tailor workflow processes to meet your unique requirements

Search and Retrieval

Enable your team to securely review and approve documents instantly from any location using their desktop and mobile devices. The process of finding documents is now simpler than ever

DocLink Benefits

Cost Savings

Reduce file cabinet and storage costs, printing, and form costs, and mailing and courier fees

Process Improvements

Enhance efficiency by utilizing workflow automation to seamlessly advance documents through the system, removing bottlenecks and monitoring their progress

Time Savings

Optimize processes to reduce cycle times, ease audit procedures, and enable immediate access to documents.

Security

Digitally store your documents in a secure repository and customize security settings for each user to maintain document confidentiality and safety.

Acumatica ERP Integration

DocLink + Acumatica

DocLink allows Acumatica users to digitally change operations in any department for greater visibility and efficiency, including accounts payable, accounts receivable, human resources, sales order processing, legal, and more. DocLink’s business benefits are tangible:

doclink process flow

DocLink Customer Success Stories

"When you work with Altec (DocLink), they support you all of the way throughout the process. I know that if I ever run into any issue, I can call/email Tony or Kevin and they help ensure the issue is resolved promptly!"

Lloyd Smith

Mindover Software

“With a payback of less than a year with DocLink, I wish our other investments had this type of return.”

Ross Cochrane

General Manager, Finance AE Smith

"Just the ease and convenience of having it all there so easily accessible helps a lot. There's a better trail - everything's there and we know who to put it in, who indexed it."

Daisy Lorenzo

Accounting Supervisor American Fruits and Flavors

“DocLink is an integral part of our business process now. I can’t imagine doing business without it.”

Diane Beauregard

AP Manager Aspen Square Management

DocLink Additional Resources

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