Recently, Encore’s Microsoft Dynamics ERP team and Altec teamed up for a Webinar: Go Paperless with doc-link Integrated Document Management Workflow. For your viewing pleasure, we have the recording below. If you have any questions, don’t hesitate to contact us!
What follows is a transcript of the webinar; it may not be 100% accurate!
Scott: Well, thank you, Crystal and Natalie and the Encore team for putting this together for all the customers that are online. A great way to appreciate your time and interest and seeing our demonstration today. As Crystal mentioned, my name is Scott Hall. I’m the Sales Director and Partner with Encore Business Solutions. If you guys did the road show back in, I want to say you may have met me or seen me there. So it’s good to be all back together.
Today I want to take a little bit of a different approach with our solution. We’re going to focus more on the roles within the organization, just to kind of get you thinking beyond paper and what the preconceived notions of document management are, and maybe put a better connection on where fit the certain pieces in the organization. Just quick little couple of facts: my company is called Altec. We’re a 30-year-old organization, which we’re very proud of. If you’re going to partner with a company that’s going to handle mission-critical documents and information and help with business process deficiencies, you want to make sure they’ve been around the block a little bit and can handle different business climates and temperatures, which we can do.
And then secondly, my product is called Doc-link. So we’re going to refer to us and me and everything moving forward about Doc-link. We have over 3000 customers internationally, and more so have some really nice customers in common with the Encore group, so very proud of that.
Today, when we think about document management, a lot of people think that it’s paper, but it’s really how do we share information within the organization – whether it be to our internal employees or our customers, vendors, partners, suppliers, distributors, contractors, and everyone else that is a part of communication. That communication can be paper or electronic. Our goal for Doc-link is to help capture documents, move things, and give you access to where documents need to go and allow that instant access for information and eliminate some duplicate data entry and things that go behind handling paper. So there are a lot of different ways that we can handle things. A lot of us are obviously familiar with the file cabinet. Some companies go to a network share, similar to a file cabinet – although once we start getting more hands in the cookie jar and people putting things in the wrong places and security issues.
And then we have software. That’s where Doc-link comes into play. There are some good products out there. We are a Gold Certified Partner to the Dynamics family, whether it be Microsoft Dynamics GP, AX, and all the other things in the Dynamics family. So we’re very proud of that certification and our partnership with Encore.
When we think about Doc-link, we’ve divided our product into four categories. First is capture. How do we get documents into the repository to then allow us to either store them and access them for future needs or to move them into a workflow to follow business processes and to create efficiencies there and give people the access to the documents. One thing that is really strong about our product is we have different variety in methodologies on how we can capture documents. We can take documents that you create out of Dynamics and capture them at the creation of the document using a technology we call erm, which is exclusive to our product line.
We can take emails and faxes that come in, grab that electronic information, and move them appropriately, take paper and scan it, which is our standard blocking and tackling when it comes to document management and getting documents in. A lot of times we’re dealing with hard copy paper.
We can also leverage bar codes. So for creating things out of Microsoft Dynamics GP, and we’re generating bar codes. We can actually leverage that bar code. So when a bill of lading, a delivery receipt, or some kind of supporting document comes back in, Doc-link will scan it and then utilize that bar code to fill things and to make things more efficient.
And then we also have OCR, which is a nice efficiency tool if you have the right volume to justify the ROI.
The second element is access. So how are we going to store it? How are we going to search and retrieve it? We have a Doc-link Smart Client, which I’ll show you next. But we also have some mobile and web functionalities that we’ve just added to our suite of products and also did some enhancements to that.
Thirdly, what about process? How do we ensure rules are followed? How do we manage and ensure that business processes are followed and getting you to the point where you’re managing the exception and not the rule? Today in the paper-based environment, you have to manage the rule because you have to manage where all the paper goes. Then we also have some nice enhancements to processes utilizing the business smart form or utilizing data manager to follow rules and route things automatically.
And then fourthly, we’re also an output tool. So if you’re looking at AR documents, if you have distribution center, a wholesale center, a manufacturing, you have supplemental documents that go along with products or go out with products or shipments, we have some nice tools to help on the output level.
So as I mentioned today, we’re going to take a different approach and look at things through the eyes of your team. So this is Cheryl. She’s our accounting clerk, our AP clerk. She’s a very sweet lady, does great job. But as you all know, we handle a lot of paper in this world. So our goal is to get rid of bottlenecks, make things a little more efficient. Our goal is to input data once, leveraging keystrokes at the time of entry, and then allowing that data and the metadata that goes along with the documents to follow along so we don’t have to do duplicate entry, whether it be to a document or a transaction screen.
One of Cheryl’s main concerns is how do I have access to documents when my customers need them. And remember, our customers can be internal employees or they can be outside customers, vendors, or suppliers. So that dreaded walk to the file cabinet, the first thing is hope I can find it, hope it’s where it needs to be, and I can respond quick enough to my customer. But if I had instant access to information at my fingertips and could respond to our customers faster and make our internal employees happier with the tools that we’re giving them, that’s always a great win.
So this is our Doc-link Smart Client. This is the main focus point or application of our product. In this situation, I’m logged in as John. And John has access to documents based on company access rights and document types. If I were to open up my Smart Client right now for you and show you what mine looked like, it would look exactly like this – except for I only have access to three documents, and those three documents are all sales contracts. So what’s nice is the security elements and levels that we can protect the information in our repository. We can protect information based on the user’s login. That could be an individual or it could be departmental. And if you’re a multi-company organization and you only wanted John to have access to one company, we can control that access right from the company level all the way down to the document type. In an ideal or utopian document management world, John would have access to the documents that pertain to his role. And then maybe even a little disclaimer here for HR employee documents that relate to John, whether it be his application, promotion letters, any kind of correspondence that’s gone to John. At some future point, we could even add some HR or employee documents and again based on the user’s right or access.
So here Cheryl received a call. Someone wants to look up an AP invoice. They know one criteria, so they’ve shared that with Cheryl, and Cheryl is going to do an advanced search. Now obviously, the more criteria we fill in, the more accurate or defined our search result will be. Now if you don’t know all of a criteria but know part of it, you can also do a wildcard search using the asterisk sign, similar to something you would do in Google or Bing, and search for things and narrow down your results. So here Cheryl knows something. We’re going to hit Search. And lo and behold, our document shows up in my results screen. One thing that’s nice about Doc-link is you no longer have to worry about that folder hierarchy filing system. Hey, this is January. It’s for this location. Now I can put my document in that folder. In Doc-link, we treat each document as its own individual document in the repository. And then we find values in common to then bring documents in common together. So again, when we start putting documents in the Doc-link… Yup?
Crystal: Your voice quality is not great. It’s crackling quite a bit. I’m not sure if everybody can hear you.
Scott: Oh, interesting. Is that better?
Sandy: …Doesn’t sound as bad. Try that.
Scott: Okay, perfect, all right. Sorry for the crackling. Hopefully, we’ve heard enough up to the point where we’re at. And we’ll just keep going from this screen.
As I mentioned, we treat each document as its own document in the repository. And then we can find values in common to then link associated documents. So in this example, Cheryl had a customer on the phone that said, “Hey, I want to see an AP invoice.” Cheryl says, “Hey, I have it.” And then says, “Hey, what other documents related to that invoice or transaction do you have? I can see here I have a PO number. I can hover over the PO number and click on the PO number and then find all documents in common to this PO number. So here I have an invoice, a PO, and a delivery receipt. Now today is Wednesday. If we were to do a check run tonight, and let’s say, tomorrow I came back and did the same search request, as I click on the PO number, if I cut the check, you would actually see a fourth document here which would be the check. And what’s nice is Doc-link will go into all the documents in common to that check and fill in these values. So if you ever wanted to do a check number search, a check amount, or check date, you would then find all documents related to that check number, check date, or check amount. So here I can highlight all three documents and hit Open. And you’ll see in the same viewer all those documents will come up on the screen.
If the user has the ability to share them, that user, Cheryl, could save it to a desktop or email it directly or even fax them out. That’s based on the user role and right. Some users in the organization maybe just be able to search and retrieve documents and not share them. So that is based on your roles and preference.
Another focus that Cheryl is concerned about is how can we get approvals faster. We all know about the dreaded bottleneck. Every time this document goes to John, I know I need to ping John three times, and I will get the result in three weeks. And I bang my head for three weeks.
So here if I could give your approvers some tools to make approving easier and faster and almost give Cheryl real-time results to document she is requesting the blessing for, that’s a nice little win. So here in this example, Cheryl can actually send an invoice out to John, and that invoice can convert into an email. And in this email, in this example, I can provide a hyperlink. I can also provide an attachment of the document. Sorry, I thought an attachment was going to pop up. But I can attach the actual invoice so John knows what he is approving. And in this email, John can look at this and make a decision that he approves and denies based on what he looked at in this invoice. And this can come back to Cheryl almost instantaneously.
Now one thing to consider if you like this hyperlink method, this is a 1-to-1 relationship to the invoice. I cannot send John 10 invoices at once utilizing the hyperlink because if John likes the first 9 but does not like the 10th, there’s no way to extract that out. So I just like to add that as a disclaimer.
Now additionally, if John has access to company email through his smartphone, John can actually open up the company email and approve and deny documents based on the company email. Now even though earlier I mentioned we have a mobile function, the feature that I’m showing you right now is actually a function of email, not mobile. So if you do not go with our mobile application initially but you want your approvers approving things through their phone, if they have access to the company email, they can do this without needing mobile. I always like to add that as a disclaimer as well.
And then how do we minimize data entry? In this example, this organization likes to have their approvers code the invoices as they approve them. So I can actually send this invoice out to John or anyone that I want to or any approver in the organization. Now we could use OCR. And OCR could fill in this blue section. I could have the person that is sending the invoice out fill in this blue section. I could even have my approver fill in this blue section. So there are a lot of different ways that we can get this data filled in. You’ll see these little boxes here. These little boxes are directly integrated into Dynamics. So if I just wanted to drop in a vendor name and select it out of Dynamics without typing anything, I can click on this drop-down and pick my vendor straight out of Dynamics GP –this is one of the features of our integrations – and allow some of these other values to fill in based on my vendor name choice. If you’re multi-company, you can actually select the company right here if that’s part of your workflow. So a lot of different ways we can get this blue section filled in.
Now if my approver is going to code, my approver can come down here and add some line items. So here I have four line items. I could come here and click Add four different times. I would fill in my GL code account. Again, these boxes directly integrated into Dynamics. If you have 1000 GL codes in Dynamics GP but you only want the CFO to have 15 codes to choose from based on their role or what their budget code is related or connected to, when this user hits the drop-down, only those 10 or 15 GL codes you have stated will be there to choose from. That way they don’t need to worry about cheat sheets and picking from a variety of different codes in your code portfolio. And then this user can stamp it, send it back to AP. AP can review it. And if everything looks good, when we could stamp, this button turns green, and we can import this whole transaction straight into Dynamics GP for you without having your AP clerk retype everything that has already been captured at the time of approval.
Now if this is an invoice you receive all the time and it’s always for line items, it’s always the forced GL codes but the dollar amount changes. We can actually save this invoice as a template. So every time I select Printegra, these four code line items show up, everything is filled in, and then because the dollar amounts are always variable, I would fill them in at that time.
All right, for AR. Now we’re moving from AP. And instead of paying money, we want to start collecting money. A lot of organizations are always trying to find ways to collect money better. One of the best ways to start out is eliminating the snail mail and giving automation to the output electronically via email and sending all documents out. And that way you can track them and follow them with proper time stamps and eliminate the cost and time of snail mail.
So here in this example, I want to send documents with backup information. I want to do this automatically. And I want to do it electronically. So in this example, I have Seaside Steel. They owe us some money, so its time to collect. Doc-link, we go to print the AR invoices, and we’re doing that out of GP. And we’re ready to get our AR documents out when we hit Print. If Doc-link sees that Seaside Steel has an email address, instead of sending it to paper, we’re going to send it electronically. And we can also put in a body of an email for you so you don’t have to reinvent that wheel each and every time you send an invoice to Seaside Steel.
In this example, Seaside Steel requires an invoice, obviously, so they can pay you. But they also require a delivery ticket, a potential PO that they sent you. So if they have any supplemental document rules, we can send this all out in one swoop so they don’t have to call you back and say, “Hey, I’m missing this and I can’t pay you.” So we can create rules of output automation, eliminate the snail mail. We’re making our AR process a little more seamless and efficient.
For an accounting manager or a controller, one of our goals and focuses is having visibility to documents, having my staff learn to manage the exception and not the rule, because that automatically makes us more productive, and improving accuracy. So if we want better visibility, we tracked 18 to 21 different events per document. It’s up to you to decide what you want to track and audit. So down here, I just showed you a distribution stamp. If you ever wanted to see an audit trail of the document, there’s a nice little tab button down here. We can see what has gone on with this document, who viewed it, who stamped it, who imported it, who approved it, who did whatever that you want to track to that document. That way you have that visibility.
Giving you a better connection to visibility, is there’s a supervisor or an administrator role that a supervisor can go in, pick different categories. So in this example, we’re picking all workflows in the organization with all categories or statuses of documents. And I can quickly see every document that’s in a workflow queue, what the workflow queue is, what’s the status of that document, and how long it’s been there or has not moved. So again, if you’re starting to see bottlenecks and you want to see where those bottlenecks are happening, we come into the supervisor tool, and you can quickly have great visibility, real-time information, and now the ability to make decisions on where documents need to go if we have some bottlenecks.
Making better use of your staff’s time. Today in a paper-based environment, there are a lot of different touches or points. There are five points, as you can see, to a document cycle. And then when we talk about paper access, how many times are we going to the file cabinet, printing things, copying things, sending them out, very inefficient. So our goal is to make it a triangle where we’re centralizing our information. We’re routing things automatically, capturing things electronically, and being able to share that electronically as well. So as you can see quickly, by using document management, we can quickly be more efficient just in the filing and sharing status of your organization.
For a CFO, we’re always trying to find ways to decrease cost, become more profitable, as I mentioned a moment ago, lowering DSO, and even simplifying the audit. Maybe some people haven’t thought about what document management can do for you through the audit process.
So here how can we cut cost and improve productivity? If you have a third-party offsite third-party storage, any time the box is recalled, scan it and shred it, reduce its footprint 20 to 30 percent year over year, we’re going to start eliminating some cost because you’re not going to need as much storage space to manage and pay for. If I can get rid of the snail-mail stamp, the inter-office courier fees, the paper, the toner, all the things that go beyond creating paper, that’s a nice little win. I just got off a call this morning on a Dynamics GP customer where they say, “Hey, I take all my invoices. We print them, handwrite a code, then scan them back in. So that’s duplication of paper, toner, and a lot of additional money there. So we want to help cut those costs. And then reallocate people’s time and money for better and more strategic company initiatives.
For auditors, how can we simplify the audit process and give instant access to your auditors for that information? So here earlier, I showed you my Doc-link Smart Client. You can see this is a different user. They have access to all different types of documents. But imagine if your on-site auditor came on board today and said, “Hey, Sandy, I want to see all documents from January 2013 through the middle of 2014. And I also want a document type and dollar amount range with supporting documents.” So I can come in and start out with that date range the auditor requested, hit OK. I get the results from all those documents that I just requested in that date range. I can tag them for download. Hit this button here, Mark for Download. And all these documents come into a download manager. And then you’ll be prompted, hey, do you want to give the auditor… Well, not necessarily the auditor because someone else could be requesting this information. But this is an example. It’s basically going to ask you do you want to just give the auditor images only, just the data. Or in this example, which is best because we want to make the auditors happy, we want to give them both the image and the metadata to allow them to look for documents. And we can include a search engine. So that four-day on-site audit can now be a three-hour audit. And they can go back to their desk and search for documents just as you were. And you can go back to your daily work, which is a nice little win-win.
For all employees, how can we submit our expense reports easier? A lot of us are using Excel and there’s a lot of duplication in those steps and not very efficient. I’m actually heading out to Seattle shortly. While I travel, I can actually take pictures through my mobile app of Receipt. So as I’m eating and traveling, I can capture all my receipts. So I don’t have to carry the paper with me. I can tag some metadata and set it up for success. So when I go to do my expense report, I have everything ready to kind of auto-fill in for me. I can upload these documents into Doc-link. Here’s an example of some of the expense receipts that I have in my queue. So when I go to that smart form, which I mentioned earlier, I can actually come in, and through an import process, click this button and import all of the receipts into my expense report and then route this automatically for approval. And once this gets back to AP, to cut the check, instead of AP having to retype everything in, AP is going to import this expense report similar to that distribution stamp that I showed you earlier, because we want to input data once and leverage those keystrokes and repurpose that information without having to do duplicate data entry. So this is a great efficiency tool, a business process form. What’s nice is you buy my smart form one time, and you can make as many business process forms or reports as you want. We have a super user in Detroit that actually has 55 different smart forms in circulation. We’re very proud of that success story. So this is a nice way to leverage mobile leverage process efficiencies, and give you great visibility in any type of approval or business process workflow.
If any of you are in the IT role, a lot of times you’re excited about new solutions, but you’re afraid of the burden that it’s going to put onto your staff and infrastructure. We’ve done a lot of things to ensure that there’s not a lot of IT support needed. In that example earlier when I was showing you the distribution stamp and said that if you click on this button, you’ll see all the vendors that are in GP just to show minimal infrastructure support. If you add or subtract a vendor in Dynamics GP, GP will talk to Doc-link, so someone does not need to go into Doc-link and add or subtract that vendor because we work with Dynamics GP simultaneously, and GP will share those updates with us. So in this example, imagine IT, every time someone is traveling, they need to go in and do some delegation. Well, in our solution, you don’t need to do that. So if Crystal was going to go on vacation… Let’s say she’s going to go on vacation from the 21st to the 30th. And Crystal wanted me to handle her workflow. Crystal could simply go into her Doc-link application, created workflow requesting me. Once she hits OK to request this delegation, let’s say Natalie is our supervisor. So Natalie gets an email that says you have a workflow delegation to approve. Natalie could look at that workflow delegation and said, “Yup, Crystal is on vacation. Yup, Scott is capable of handling her workflow.” She’s going to approve that delegation. And then from the 21st through the 30th, I would be responsible for Crystal’s workflow. And then when she comes back November 1st, I would have no more access to Crystal’s workflow. And all at the same time, IT had not touched one thing to help with that. So that’s a nice little feature enhancement for IT.
As I mentioned earlier, great security. We can use Active Directory or any kind of exchange rule that you’ve already set up and leverage those. But again, we can secure documents based on the user, the company, the document type. Any property value you want to restrict, we can do that. And again, that could be based on an individual or departmental.
If you’re in sales or part of a sales process, your key concerns are just making sure that we know that sales are coming in and we have some orders. And we also want to manage our agreements and have everybody have access to those agreements so we’re not burdening other people’s time. So we have a tool called Import Manager. And we just added this enhancement where Doc-link in the Import Manager tool can actually monitor and manage an email address. So in this example, if it’s salesorders@encore.com and a sales order comes into Encore, we can actually manage that email address and take the attachments, peel the attachments out, and move them into Doc-link while grabbing some of the metadata from the email and tagging into that document to make sure that the document is searchable and knows where to go into workflow. You could also do a similar method if your email address is ap@encore.ca. If so, we are having vendors send all of our invoices to a monitored AP email address. So we can peel those invoices out and do something similar as are in this sales order example. This way we’re ensuring nothing is missed and we have great visibility and control of where documents go next.
We can also take attachments and import them via your mobile device. So if I’m traveling out in the field or a remote location, I have something in my handheld and I’m like, “Man, this is important. I need to get this into Doc-link.” We can actually open up our Doc-link application, sign in single-source, and get those documents into the repository.
Also, when we come to contractual agreements, we also have some version controls and some different enhancements that I’ll get to next that we’re doing there.
Just real quick, we play in many different industries. We’re not a specialist of one. We have a variety of industry customers in our portfolio that we’re very proud of because again, for us, our focus is the document, and where documents and the visibility of documents need to go, not necessarily the industry, because at the end of the day, paper has a lot of similarities in these industries. But we also have some differentiators.
In the manufacturing world, some environments don’t have traveler [a lot of – 29:19] tracking tickets, bill of ladings, or other documents to worry about, quality assurance documents. So we can actually… As I mentioned earlier, with outputs… So this is an example of some input and output and kind of the cycle of product going out the door. So we can actually track, review, set up automations. If our finished product needs directions, instructions, or any kind of tracking the traveler document, we can create those rules 29:46 and clean that up in the manufacturing world there.
We also have version control, as I mentioned. So if I’m manufacturing a product or I have a contract that I’m reviewing but I always want to make sure that we’re accessing and working off the latest and greatest, we actually have some version control stuff where I can check something out, maybe make some updates. So as the others grab that document, all they can do is view, and it would give them a prompt that this document is checked out, so it’s view-only, which is nice.
Kind of continuing into the contract and version control, if you’re a multi-location and documents are being exchanged and changed around, or if you’re working on a project and you have a consultant or a contractor helping out, you want to make sure we’re always working off the most recent document. We can set up some rules there and help make sure that it’s the latest and greatest in controlling the access and the editability to documents.
Distributions, also has a little twist of documents that we need to capture and give access to people for. So we can work in distribution channels as well and make sure that all the documents have visibility and are tied to certain transactions or shipments for you. We also have the ability. If you’re a non-Encore employee but you’re a supplier, vendor, contractor, or consultant, and you want them to have access to documents, you can actually give a user credentials where they can go to a web client or a website, input their credentials, and then they would have similar access to documents that you’ve given them permissions to. So they can review, retrieve, and also approve and deny. So if you’re working with a contractor and they’re temporary but you’re doing something for a 3-week project and they’re part of any kind of approval workflow during that time, we can actually let them have access to documents without being into your network environment and approve and deny documents there.
Think about field services, HVAC companies, cable service companies, anything that they’re doing out in the field. We can give them great mobile access to documents through a smart device where they can go in and search and review. Maybe they want to look at their work orders or plan their day. They’ll have their documents there. That way they’re not worried about documents getting dirty or flying out of the window, poor handwriting, all of the things that go with capturing and viewing work orders and documents in the field. Also imagine if they’re out in the field and they close a service ticket. We can actually grab that data and send it back to AP or AR so they can process that invoice. So you’re not waiting for [Mike – 32:11] to come back on Mondays to hand you a stack of field service tickets [inaudible] prior week, hoping that he had them all in their own good working shape and order. Here’s an example of looking at some thumbnails, being able to pull up that work order form. They can also see who gave it to them, what date and time. We can see who’s approved it if we want to see that history. And we can also add documents or approve or deny anything in that workflow order if that’s part of your delegation rules.
Now if you want to do things a little more advanced and you want to actually fill out a form in the field, we actually partner with a technology called GoFormz. We can actually use a tablet. Your field service technician can go out in the field, open up the work order, fill in some values, as if it was a piece of paper, on a clipboard. But what’s great is when we close and hit Save, instead of worrying about it coming back on Monday, as I mentioned earlier, this actual report would go up just some kind of a point where it would send it then back to corporate and allow that final step for processing to happen there for you.
Again, kind of taking everything that I’ve showed you throughout the slide and putting the bow back around it. I’ve showed you different ways that we can capture documents. That really gave the demonstration to it. But spoke to different ways that we can capture documents to get them into the system, get the proper metadata so we can move that into either a search-and-retrieval function or to move documents into workflow. I talked a little bit about our integrations into Dynamics. I showed you the smart form, which was that expense report example. When you buy our smart form, it also comes with data manager because once I click Save on my expense report, it needs to go to Sandy for approval. Data manager will see that Scott created an expense report. It will route that automatically to Sandy, give sandy a trigger that says, “Hey, you have a new expense report to approve.” Sandy would see that it’s mine, review it, hopefully approve it, and then go back to AP for processing. And then I showed you a little bit about through the eyes of an AR and a controller and a CFO what we can do on output as well as in the manufacturing and distribution world.
So just to keep it light and fun, who wants to step up and shake my hand? Just kidding. But who’s ready to take the initiative? I know through the roadshow back in May there is definitely some great interest. And Encore and I are looking to kind of keep that interest in the front of your mind. And whenever you’re ready to take that step, Crystal, myself, Tracy, Natalie, everybody, Sandy will be here to support you. You can always follow things that we do in a social media forum through the Doc-link and Altec if you’re curious of any kind of news or updates with our products and upgrades. You could follow us there. This is my contact information, but I always encourage you to reach out to Tracy or Crystal first.
So that’s all I have for today. I do apologize for some of the static that may have happened or continues to happen. But I will ask Crystal or Natalie since you’ve been monitoring questions. So let’s open it up for questions. Is there anything to share with me?
Female: There are no questions currently. Does anybody want to ask them? I can unmute.
Scott: And you’ll get a prompt that it’s been unmuted. So if you’re talking yet I don’t know if the unmuting has happened.
Female: Okay.
Male: I was just wondering if it’s possible to upload or import documents using the web client.
Scott: Yes, you can. If you’re on the web client and you need to attach a document and you have that permission and that credential to do so, yes you can through the website. Thanks for the question. Any other questions?
All right, I appreciate everybody’s time. I know we were scheduled till 11:45. So hopefully, giving you back 7 minutes of your life is helpful. If you do think of any questions or a thought that may get too technical and didn’t want to take away from anybody else’s time, feel free to send me an email or reach out to Crystal, Tracy, Natalie, or Sandy, share the question. They’ll push it to me. We’ll do our best to get it answered. If you like what you saw today and want to get into a deeper demo or are curious about some budget cost or pricing, again, reach out to Tracy, Crystal, Sandy, or Natalie. They’ll work with me. We’ll have a discovery call, make it more one-to-one. Our goal today was just to give you a 10,000-foot view or a potential reminder of products that are out there. And if this is an initiative on the radar coming soon, I would love to work hard and earn the right to earn you business. So Crystal, Natalie, Sandy, Tracy, thank you so much for putting this together for us. And I hope that you saw value-add in that. And I’ll pass it back to you, Crystal, so you can conclude our demo today.
Crystal: Thank you, Scott. I hope everyone has enjoyed today’s presentation. If you guys do have any further questions like Scott said, feel free to contact any of our account executives or myself. That’s about it. Everybody, once again, thank you and have a great day.
Scott: Thank you. Take care, everybody.
The post How to Go Paperless with a Document Management Solution for Microsoft Dynamics ERP appeared first on Encore Blog, by Encore Business Solutions
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