Webinar: DocLink Smart Forms: Personalize DocLink to Fit Your Processes

Posted on: January 18, 2024
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Doc Management / Process Automation, DocLink, Webinars / Events,
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By MicroAccounting
Doclink Smart Forms Webinar - MicroAccounting Watch The Recording

Webinar: DocLink Smart Forms: Personalize DocLink to Fit Your Processes
Tuesday, February 20, 2024, 2:00 PM - 2:30 PM CST
Details and Registration

The DocLink Smart Forms module is an innovative tool enabling users to do far more than coding invoices, submitting expense reports, and creating check requests seamlessly outside their ERP system.

Join Us for this Webinar to Learn the Transformative Power of Smart Forms:

  • Witness the ability of a Smart Form executing an API request, retrieving and storing data within the document management system.
  • Experience firsthand how this transforms it into a learning system, significantly reducing the need for repetitive API calls.
  • Discover a Smart Form configuration designed for non-administrative users to effortlessly pull new cached data from your ERP into DocLink’s cache tables.
  • Immerse yourself in a demonstration showcasing a form displaying monthly invoices from vendors. Gain insights into tracking invoice arrival dates and identifying overdue entries into the system.