Become a DocLink power user and drive greater efficiency across your organization. Elevate your technical expertise and unlock DocLink’s full potential with our Advanced Admin Training. This comprehensive class equips you with the skills to create custom processes, design workflows, and maximize DocLink's use across departments such as Accounting, Sales, HR, and Legal. With hands-on instruction, you'll master tools like Smart Form Toolkit, Template Manager, Data Manager, OCR, Import Manager, Maintenance & Troubleshooting, and more. Gain valuable insights from our technical team in an intimate classroom setting and exchange ideas with peers to see how others are achieving success with DocLink. This training empowers you to innovate and scale DocLink to meet your organization's unique needs.



DATE: Monday, Sep 14 - Friday, Sep 18
COST:  $1,200
LOCATION: Virtual




Second FREE attendee
Please Note:
  • DocLink has the right to cancel this class 2 weeks 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 Online AAT?

  • CheckLow cost training option

  • CheckNo travel necessary

  • CheckHands-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."

    • sep
      14

      MONDAY    
      8AM PDT - 12PM PDT (4 hours)

                          DocLink Cloud Training Environment
                          DocLink Web
                          Scan Requirements
                          System Settings
                          Auditing     
                          Stamps & Notes

    • sep
      15

      TUESDAY    
      8AM PDT - 1PM PDT (5 hours)

                          Document Types and Properties
                          DocLink Security
                          Smartform Toolkit

    • sep
      16

      WEDNESDAY    
      8AM PDT - 1PM PDT (5 HOURS)

                             Workflow
                          Event Manager
                               Automation

    • sep
      17

      THURSDAY    
      8AM PDT - 12PM PDT (4 HOURS)

                          ERM Capture
                          Output Manager
                          Barcode Manager
                          DocLink Mobile/Web Client
                          Troubleshooting & Maintenance

    • sep
      18

      FriDAY
      8AM PDT - 12PM PDT (4 HOURS)

                               Auto Index & Retro Index
                          DocLink Mobile
                          Import Manager
                          Barcode Manager
                          OCR Overview
                          Maintenance
                          Troubleshooting

Minimum System Requirements

Meet our DocLink Training Experts

Cathy Champlin

Director of Customer Support
 

Patrick Goodwin

Implementation Consultant Manager
 

Jessica Quintanilla

Director of Professional Services