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 Taking the first step toward fixing outdated business practices can be daunting!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

Acumatica Integrates DocuSign Into its Cloud ERP Platform

Posted by Ashley Lemus on Wed, Apr 19, 2017 @ 03:47 PM

At the Acumatica Summit earlier this year, it was unveiled that a new DocuSign integration into the already robust Cloud ERP platform was in the works.

 Acumatica Enhancements.jpg

Adding to the multiple business applications and services Acumatica interacts with, in what we call the multi cloud world, means more options that best serves Acumatica customers.  

Without this integration, users of Acumatica managed the document signing process as a separate stream and manually uploaded documents. Now, the integration is built right into the document management system, where users can work across many different documents (including sales orders, contracts, invoices, purchase orders and more) and route them for signing via DocuSign.




Using DocuSign’s eSignature REST APIs, the following key features were developed with this integration:

  • Creating envelopes and preparing documents for signing
  • Sending documents for signing and tracking the status
  • Managing documents centrally
  • Sending documents from CRM, Financials, Distribution, and other modules


“Everyone is still talking about the cloud . . . But it’s no longer realistic to think of today’s on-demand services as existing in one big cloud. Let’s face it: to get all the functionality your business needs, you have to tap into multiple separate clouds, each with its own capabilities and requirements. Businesses that fail to recognize this reality doom themselves to a future of standalone business processes and data silos—and they limit their potential for success.” 

- Jon Roskill, Acumatica CEO


This partnership with DocuSign allows for every type of business to benefit – from HR to Sales to Manufacturing – and is available across all Acumatica modules.


For a more in-depth look, DocuSign highlights the integration and provides a demonstration here:




Acumatica provides cloud-based business management software that enables small and mid-size companies to accelerate their businesses.

Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, and Project Accounting, on a robust and flexible platform. 



We would love to speak with you about how Klear Systems and a
DocuSign integration with Acumatica can benefit your organization.

Give us a call at (949) 681-8135 or
email us at info@klearsystems.com 


Tags: Acumatica Cloud-Based Solutions, Document Management