Chaos Rip Through the It’s a familiar scenario. After hours of meticulous entry into Microsoft Excel, detailed data must be rekeyed into other records or your database. This time-consuming process often results in disparate data, as only some documents are updated or typos introduce errors. Sometimes this only causes a bit of confusion but at worst, it results in poor decisions based on faulty information. Your organization’s reliance on huge, complex spreadsheets has become rampant. Excel is an often-frustrating piece of software that’s been around for decades—so why are we still relying on it? Because with all its flaws, Excel works—and works well. The problem isn’t actually with spreadsheets, but with our inability to track down the information we need, to know if it’s the most updated and accurate version, and to transfer that spreadsheet data back to a database. Instead, we suffer through daily frustration and wasted time. Enter It Once SmartDox is a tool for Microsoft Excel and Word business users. It allows you to import data from templates, pro formas, and form letters to your database, as well as sync updated content back to your documents. This saves time, reduces errors, and creates an audit trail. You are freed from manually re-entering information, and the most up-to-date details are always available for reporting and decision-making. SmartDox is your solution for data entry, data collection, and data accuracy. TM SOLUTIONS 98 Inverness Drive East, Englewood, Colorado 80112 [email protected] www.prolinksolutions.com powered by
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ChaosRip Through the
It’s a familiar scenario.
After hours of meticulous entry into Microsoft Excel, detailed data must be rekeyed into other records or your database. This time-consuming process often results in disparate data, as only some documents are updated or typos introduce errors. Sometimes this only causes a bit of confusion but at worst, it results in poor decisions based on faulty information.
Your organization’s reliance on huge, complex spreadsheets has become rampant. Excel is an often-frustrating piece of software that’s been around for decades—so why are we still relying on it? Because with all its flaws, Excel works—and works well. The problem isn’t actually with spreadsheets, but with our inability to track down the information we need, to know if it’s the most updated and accurate version, and to transfer that spreadsheet data back to a database. Instead, we suffer through daily frustration and wasted time.
Enter It OnceSmartDox is a tool for Microsoft Excel and Word business users. It allows you to import data from templates, pro formas, and form letters to your database, as well as sync updated content back to your documents. This saves time, reduces errors, and creates an audit trail. You are freed from manually re-entering information, and the most up-to-date details are always available for reporting and decision-making.
SmartDox is your solution for data entry, data collection, and data accuracy.
TM
SOLUTIONS
98 Inverness Drive East, Englewood, Colorado 80112 [email protected]
www.prolinksolutions.com
powered by
Hold Onto Your SpreadsheetsYou’ve invested time into building your budgets and reports, creating intricate formulas, and populating years of data. With SmartDox, you can continue using existing spreadsheets.
People who are comfortable in Excel will have no problem setting up SmartDox to work with their documents. Users map cells or areas in Excel and Word to fields in the database, then link those values to the document. Afterward, when data is input into the familiar report or form, it auto-matically syncs the database with the same information.
Documents that are used often can be turned into templates, and shared with other users. SmartDox templates auto-attach to each system record, and upload the source document to the file for future reference.
SmartDox can be connected to any database, and is designed to leverage your existing business rules if set up to pass data through your API.
How SmartDox is Used• Collect operating information, such as budgets and financial statement• Conduct variance analysis of actual values against budgeted & forecasted values• Fill out mobile inspection templates during on-site inspections• Capture draw request details• Populate form letters like acceptance letters, asset summaries, and committee notes• Streamline application intake, from the large document submission through the underwriting
process
Your organization will see:• Improved capabilities for investor reporting• Transparent records with complete audit
history• Consistent and up-to-date information
available in the database• Increased efficiency (and related cost
savings)
Benefits SmartDox provides:• Cross platform reporting and dashboards• Data transformation and migration within
Excel• Syncing of data across multiple systems• Data archival by snapshotting documents
98 Inverness Drive East, Englewood, Colorado 80112 [email protected]
www.prolinksolutions.com
You rely on spreadsheets and forms, use a database, share information across departments or with outside parties, and need to maintain a secure archive of documents.
You’re ready for SmartDox.
TM
SOLUTIONS
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