If you’re an experienced DocLink administrator, the Smart Form Toolkit Training is a must-attend class. Dive deep into one of DocLink’s most powerful features, allowing you to customize workflows with tailored digitized forms for collecting and processing data. Learn how to automate processes such as expense reporting, purchase requisitions, credit card reimbursements and more, using Smart Forms. This hands-on class will guide you through creating forms, importing data via CSV, and managing form attachments. Additionally, you'll gain insights into customizing your forms with your company’s branding, from logos to colors, ensuring your forms align perfectly with your organization's needs.

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DATE: Tuesday, April 15 
COST:  $550
LOCATION: Online via WebEx 

Please Note:
  • DocLink has the right to cancel this class 30 days prior to the event.
  • DocLink allows a class to be rescheduled one time only.
  • Recordings of each training class are for internal use only and will not be available to attendees for access following these sessions.
  • Each attendee requires their own registration, multiple attendees using a single screen together minimizes the hands-on learning opportunity.









Why sign up for Smart Form Toolkit Training?

  • Check  Low cost training option

  • Check  No travel necessary

  • Check  Hands-on exercises 

"Very well-planned and organized. Customer service was exemplary. I loved connecting with other participants, hearing how they used DocLink and learning from their experiences."

    • APR
      15

      TUESDAY   
      8AM PDT - 2PM PDT (6 hours)

                             DocLink Cloud Training Environment
                          Overview
                          Document Creation
                          Attachments
                          Page Creation
                          Processing Smart Form
                          Custom XSLT Template

Minimum System Requirements

Headset and mic are highly recommended.

Meet our DocLink Training Experts

Cathy Champlin

Director of Customer Support
 


Patrick Goodwin

Implementation Consultant Manager
 

Jessica Quintanilla

Director of Professional Services