Go Paperless with DocLink for Sage

Posted by Ashley Lemus on Mon, May 22, 2017 @ 12:18 PM

 Taking the first step toward fixing outdated business practices can be daunting!


But, your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.


That's why Altec wants to help get you started with the exclusive Sage Endorsed document management and workflow solution, DocLink.  Join us:


Go Paperless with DocLink for Sage

Date:   Wednesday, May 24
Time:   11:00 am PST

Teach Me How To Go Paperless With DocLink for Sage!

This highly informative webinar will teach you how to identify where your company needs an efficiency boost and leave you feeling ready to go paperless with any document, any process, anywhere!


We'd love to discuss how DocLink, partnered with Klear Systems, Inc.
can help improve your document management process.


So, give us a call at (949) 681-8135 or

email us at Info@KlearSystems.com 

and we'll reach out to you!

Tags: Doc-link by Altec, Document Management, Sage 100 ERP

Is Your SMB Ready for Document Management?

Posted by Ashley Lemus on Tue, May 09, 2017 @ 01:33 PM

Organizations across all sorts of vertical markets have saved money and grown business by optimizing their ERP solutions with integrated document management.

DocLink Document Management Needs.jpg

Here are 4 very common indicators that your SMB could benefit by going paperless, too!

1. If your company has 3 or more people working in the Accounting Department, your business most likely processes a good volume of invoices! An automated workflow will provide better document visibility while allowing your organization the ability to better manage and expedite your approvals.


2. If your company has more than 1 office location or many remote employees, you might be spending a fair sum of money moving that paper between locations. Plus, you and your coworkers surely suffer the pain of not being able to easily access documents. By going paperless, you can eliminate unnecessary courier and postage expenses—and your employees can spend their time on more productive efforts than the collating, folding and licking of papers and envelopes.


3. If your company uses off-site storage facilities, you’re also spending funds that could be used elsewhere! Anyone familiar with the hectic process of pulling out those files will definitely appreciate the ease with which you can access and share documents in an electronic repository.


4. If you company is in a highly-regulated industry such as healthcare, food and beverage or manufacturing, you and your coworkers likely adhere to strict requirements related to the storage, access and processing of files. This time-consuming process can be completely changed with workflow, output automation and tight file security and history provided by integrated document management.



If any of these sound familiar, your organization could certainly benefit from a paperless solution! 


We'd love to discuss how DocLink, partnered with Klear Systems, Inc. can help improve your document management process.

So, give us a call at (949) 681-8135,

email us at Info@KlearSystems.com

or complete the form below and we'll reach out to you!

I Want to Learn More!


Tags: Doc-link by Altec, Document Management

Break Up With Paper, This Valentine's Day

Posted by Ashley Lemus on Tue, Feb 14, 2017 @ 03:04 PM

This Valentine’s Day, Say Goodbye to Paper   

Break up with paper 2.png

Is it possible to really love your time spent in the office? Here’s a tip that might help: ditch the paper. All those paper cuts, the messy piles, and disappearing just when you need it the most! It's expensive, high-maintenance and very unreliable. 

You've been holding on for too long! It's time to say goodbye to paper once and for all. 


A document management and workflow solution integrated to your ERP gives back time, money, security, and versatility. You may fall in love with how Sage Endorsed document management and workflow solution DocLink electronically captures documents and accelerates everyday business processes to help you grow. Perhaps you’ll be won over by streamlined invoice approvals and increased visibility within your company. In any department, with any process, and wherever you go, you will earn back time previously lost to antiquated practices and misfiled documents – something everyone loves.


In honor of Valentine’s Day, get out of the office relationship
that’s bogging you and your team down.


Take the first step towards freedom by contacting us today!

I Want to Learn More!


Tags: Sage Software, Doc-link by Altec

Congrats to Altec on Record Sales linked to Sage ERP Endorsement

Posted by Kimberly Tucker on Tue, Jan 26, 2016 @ 06:15 PM

Altec Products, Inc., a leader in document management and workflow solutions that integrate with Sage 100, recently announced explosive year-over-year growth for Sage’s fiscal year celebrating record sales growth for the partnership.



Altec’s doc-link is the exclusive Endorsed Document Management product for Sage 100, Sage 300 and Sage 500. Altec attributes its success to strong reseller relationships and the increasing demand from businesses looking to drive down cost by automating business processes, increase organizational efficiency, create seamless workflow and maximize impact through integrated solutions with ERP.

Executive Vice President and Chief Revenue Officer
for Sage North America Rich Spring commented: 
“The strength of our partnership is reflected in our joint sales performance.
We experienced very strong sales growth with doc-link
across the Sage 100, Sage 300 and Sage 500 portfolio
and look forward to continuing this growth trend this year.”

The Endorsed Solution certification with Sage Software is the highest achievable designation in the ISV program and represents a strategic, invitation-only relationship with Sage.

An endorsement by Sage indicates that the product has gone through additional QA testing and has met the highest strategic and technologic benchmarks to align with Sage ERP core solutions such as Sage 100 2015.

As a result of this rigor, Sage Endorsed Solutions are both held in high regard and promoted alongside Sage ERP solutions where extensive development resources, technical services and strategic product and marketing benefits help assure complete customer satisfaction.

doc-link, also known as Sage ERP Document Management, optimizes Sage ERP solutions to increase organizational efficiency and profitability by streamlining business processes and automating paper-heavy workflows. doc-link offers a central repository for all documents which then eliminates the need to physically file documents—reducing time and money spent tracking and filing documents.


“Everyday businesses are looking for more efficient ways to manage the
ever-growing volume of the business documents inside their organization
in order to create a more streamlined business and  improve visibility to everything.
Our partners and customers are recognizing the value of the
seamless integration between doc-link and their Sage ERP solutions.” 

-Don Howren,
Chief Revenue Officer at Altec



For more information on
Sage ERP Document Management,
Please Contact Us Today!


Tags: Sage Software, Doc-link by Altec

Go Paperless with Sage ERP Document Management - Webinar by Altec

Posted by Kimberly Tucker on Tue, Oct 13, 2015 @ 10:49 AM


Is your organization seeking a more effective way to tackle everyday business tasks? 

Sage ERP Document Management allows your SMB to go paperless


Document management could be the answer!

Sage ERP Document Management by Altec is an electronic document management suite for Sage 100 designed to help businesses save money, streamline processes and become more efficient as well as help the environment and clear the clutter from the office.


In any department, in any location, with any process, your organization will earn back time previously lost to antiquated practices and misfiled documents. 


Date and time: Wednesday, October 21, 2015 11:00 am PDT
Duration: 1 hour
In this month's informational webinar by the experts at Altec, you will learn how to take your company to the next level by going paperless with the help of Sage ERP Document Management.







For more information on Document Management, 
Please Contact Us Today!


Tags: Sage Software, Doc-link by Altec

Spring Cleaning? Declutter w/ Sage ERP Document Management Doc-link

Posted by Kimberly Tucker on Thu, May 07, 2015 @ 02:58 PM

Sage 100 ERP Document Management Doc-link Altec Paperless
It's May. Now that the dust of tax season has settled, Spring is here and those piles of papers can no longer be ignored. Its time to declutter and one foolproof way to do so is adopting a paperless office or document management system for your Sage ERP Software like paperless office or doc-link by Altec. Want to know more? Take a quick glimpse into the paperless life.

A quality document management solution should do the following:

  1. Electronically capture documents; 
  2. Allow access from any device; 
  3. Streamline business processes using workflow 
  4. Automate the output of files.

Capturing the document is the first and most important step. Document management systems allow for a broad spectrum of methods to capture files—scan, email, fax, barcode or OCR. These methods will capture documents that have been produced within your company as well as files originating from an outside source. Most document management solutions have the capability to immediately capture documents directly from your ERP software as well. Doc-link by Altec is one such solution.

Once a document is securely stored in the electronic repository, it can be:

  • Searched for among thousands of stored documents
  • Accessed from the web, smart phones or tablets
  • Annotated by users* 
  • Shared by users* 
    *as long as the administrator has granted permissions. 

The software will also keep track of the history of the document, noting all edits to each file.

An especially beneficial feature that document management allows for is the ability to drive a file through a workflow, providing greater visibility and removing bottlenecks. 
Automated reminders are sent, steps are tracked and responsible parties are notified when they need to contribute tasks. Maximum efficiency results.

The number of processes that are slowed down by documents is staggering. Take the approval process, often held up by a single signature needed on a document that got buried and forgotten under the clutter. With a paperless system, the process could be completed in minutes with digital review and an electronic approval stamp on a document that is then sent forward with the push of a button.

Lastly, document management software allows you to automate the delivery of documents to recipients outside your organization. For example, an AR invoice could be sent to a customer based on his or her preferred communication method (email, fax, etc.) and format (TIFF, PDF, XML file, etc.), making life easier for both parties.

Days, possibly even weeks, in time, resources and energy can be saved all while minimizing carbon footprint and decluttering. What more could a business want?

While the above is a very brief overview, attending one of the upcoming Altec Sage ERP Document Management webinars to improve your document management knowledge, sharpen your digital know-how and stay informed on any new resources available would be of great value as well.

Going Paperless with Sage ERP Document Management

Date:  May 13, 2015

Time:  11 AM PST

Register Here

These sessions are great for employees at all levels. These webinars are targeted towards Sage ERP users who are considering any form of document management. Each session will only take 30 minutes of your time but will leave a lasting impression of value.

For more information on document management, 
Please Contact Us Today! 

I Want to Learn More!

Tags: Sage Software, Doc-link by Altec

9 Sage Summit Sessions You DON'T Want to Miss!

Posted by Kimberly Tucker on Tue, Jul 22, 2014 @ 12:46 PM

Sage Summit is less than a week away and we could not be more excited!  While the whole conference will be filled with well-respected keynotes, incredible parties, and Las Vegas glitz, the Sage Summit sessions are where the conference really establishes its value.  

With so many to choose from, one can become easily overwhelmed which is why we have taken the guess work out of it for you here. In this blog we will dive deep into the agenda and highlight the Sage Summit sessions you DON'T want to miss!


DAY ONE: Tuesday, July 29th 2014

Sage Summit Session Sage 100 ERP Road Ahead

Sage 100 ERP: Road ahead--Part one
 Tuesday, July 29, 11:30 a.m.—12:30 p.m.
Karen Hyman, Deborah Nelson 
 Part 1: Be the first to know what's coming from the Sage 100 ERP team later in 2014 and beyond. In this session the Sage product team will provide vital information that will help you to plan for the future of your business. The team will share Sage product strategy and roadmap with details on upcoming product releases and add-on solutions. Join in to learn about the exciting future of the Sage 100 ERP solution and how to become part of the VIP program. 

All-access pass: Get fast answers anytime, anywhere with Sage online resources
Sage Summit Session Sage City Online Community
 Tuesday, July 29, 1:30 p.m.—2:15 p.m.
Speaker: Bradford Smith (Executive Vice President Customer Experience, Sage)
Summary: This overview with Q and A showcases the benefits of using Sage Self-Service, Sage City, and Sage University to get the most out of your Sage solution--no matter which (or how many) you have. Key take-aways include how to navigate the sites, where to go for what information, customer successes, and a preview of future improvements.  


Sage Summit Session Sage 100 ERP Road Ahead
Sage 100 ERP: Road ahead--Part two
When: Tuesday, July 29, 3:00 p.m.—4:00 p.m.
Speaker: Deborah Nelson 
Summary: Part 2 picks up where Part 1 left off. Be the first to know what's coming from the Sage 100 ERP team later in 2014 and beyond. In this session the Sage product team will provide vital information that will help you to plan for the future of your business. The team will share Sage product strategy and roadmap with details on upcoming product releases and add-on solutions. Join in to learn about the exciting future of the Sage 100 ERP solution and how to become part of the VIP program. 



DAY TWO: Wednesday, July 30th 2014

Go Paperless with Sage ERP Document Management by AltecSage Summit Doc-link by Altec Document Management Paperless Office
When: Wednesday, July 30th 10:00 a.m.—11:00 a.m.
Speaker: Doug Tanner (Senior Sales Engineer, Altec)
Summary: Does your company suffer from paper pains and inefficiency? Are you searching for a smart document management solution that goes beyond paper scanning? In this session we’ll profile “The day in the life of” various employees throughout your organization, identify their paper pains and inefficiences then showcase benefits with using a document management solution to go paperless. Sage’s Exclusive Endorsed Document Management Solution by Altec solution is the answer to working faster and more effectively! Go Paperless in Any Department. Any Process!

Sage Summit Session Sage CRM Customer Relationship Management

How Sage CRM can help small and medium-sized businesses 
When: Wednesday, July 30th 10:00 a.m.—11:00 a.m.
Speakers: David Beard, Dan Cousins
Summary: The world you do business in is changing, and how you interact with customers and grow your business is changing too. You need more than just great sales, marketing, and customer service to manage all your customer interactions and grow your business. Come to this session to see why Sage CRM can provide you with a solution that is as individual as your business. 


Profile of a tax audit: Reduce risk with Sage ERP
When: Wednesday, July 30, 12:00 p.m.—2:00 p.m.Sage Summit Session Avalara AvaTax Sales Tax Audit
Mark Wilhelm - tax expert for Avalara
Summary: Are you positive your business is sales tax compliant? Are you afraid of the consequences if you're not? The answer is very simple for a state auditor: You're probably not totally compliant. In fact, some auditors believe that if they didn't audit, taxes would never be paid. With more and more auditors being hired in many states, the threat of audit is looming over every business. What is the likelihood your business will be audited? Join Mark Wilhelm, tax expert for Avalara, for a live discussion on how auditors target potential companies for audit, what they look for, and how you can use your existing Sage ERP to reduce risk and eliminate negative findings.



DAY THREE: Thursday, July 31st 2014

Growing with Sage ERP: meet the family of Sage solutions, cloud and on-premise
Thursday, July 31, 10:00 a.m.—10:45 a.m.Sage Summit Sessions Grow with Sage 10 ERP
Doug LaBahn
Since you have implemented your first Sage solution, chances are that you added new customers; invested in new products, markets, or geographies; and expanded your activities. Your sales force is going mobile, you are selling more online, you are sourcing more products from abroad, or you expanded your warehouse capabilities. Discover how the new Sage solutions can support the changing needs of your business and learn how to make the right choices for your company's future.


Driving business value from integration of Sage CRM and Sage ERP
When: Thursday, July 31, 2:00 p.m.—3:30 p.m.
 Robert Lawson, Peter WolfSage Summit Session Sage 100 ERP
 Come and learn how you can extract value from seeing a 360-degree view of your customer by integration information from your back-office ERP system with a front-office CRM system. Understand how you can leverage that information to deliver better marketing, sales, and customer service experiences for your prospects and customers as well as better customer visibility for your own company.

Sage City backstreet tour: Getting the most out of your online communitySage Summit Session Sage City Online Community

When: Thursday, July 31, 4:00 p.m.—5:00 p.m.
Speakers: Matthew Chinn (Director, Online Support Experience, Sage), Derek Vink (Online Community Manager, Sage), Marisa Wright (Social Media Specialist, Sage)
Summary: Thousands of Sage users are interacting on a daily basis on Sage City. These conversations are resulting in answers to questions, expanded networks, and increased knowledge. Participants are not only learning how to get more out of their Sage product but also tips for running their business and best practices in their industry. Don't be intimated to join the conversation. Come to this session and learn how to navigate and participate in this thriving community.


A member of the Klear Systems team will be in attendance at all of the sessions outlined above so if you will be attending as well, please contact us as we would love to help answer any questions you may have or give you deeper insight into the products discussed and the topics outlined.  

We hope to see you there!


Tags: Sage Summit, Sage Software, Avalara, Doc-link by Altec

Happy Earth Day! Go Green & Paperless with doc-link™ by Altec

Posted by Kimberly Tucker on Tue, Apr 22, 2014 @ 02:01 PM

doc-link by Altec Paperless ERP CRM Business ManagementApril 22 is Earth Day and what better way to celebrate than going green & paperless with doc-link™ by Altec.

Chasing down paperwork for approvals, filing documents in large storage rooms, and retrieving information located on paper are all inefficient and expensive. 

Electronic document management with Doc-link is the solution.  It allows businesses to capture, store, search, retrieve, and even distribute data all within a secure system. 

doc-link is an integrated document management solution (IDMS) endorced by Sage that is easily integrated with Sage 100 ERP to increase company productivity while enhancing communication to customers, vendors and employees as well as effectively eliminating paper as a means of business communication.

doc-link enables companies to archive, process through workflow, retrieve and research document transactions from the desktop.  It also connects headquarters with remote locations and business partners by automating the exchange and processing of data.

Imagine the ability to have internal and external documents such as customer invoices, AP invoices, purchase orders or checks all digitally captured by fax, scan or email available for retrieval any time...  

With doc-link, once documents have been captured, they are available to anyone on the network with the appropriate security permissions.  Users can view, annotate, print and distribute documents inside and outside the business.  doc-link eliminates copy machines and overnight delivery expenses.  

doc-link reduces data input and automates the processing of incoming documents enabling automatic capture, transformation and delivery of enterprise transactions to recipients in a variety of formats and distribution methods.  Outgoing documents can be transformed and delivered to recipients in a usable format along with secondary supporting documentation.



In addition to integrating with Sage 100, doc-link is based entirely on Microsoft software technology and is easily integrated with Microsoft Office applications. The entire solution is based on proven Microsoft technologies and platforms to provide an enterprise-wide application framework.

With doc-link, you can manage and secure all your processes and transactions digitally as well as control every single document. As a result, your company saves time and money while improving visibility and efficiency.

Become more effiecent, declutter and stop wasting trees! 
Contact us & GO GREEN with 
doc-link by Altec TODAY!

I Want to Learn More!


Tags: Sage Software, Doc-link by Altec