ActiveDocs is a document management software offering from ActiveDocs.
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airSlate WorkFlow
Score 7.5 out of 10
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airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.
I often use ActiveDocs for team building materials. During the day to day rush, we really like to use the models provided, we can be agile with that ease. And the team can share different documents. We no longer have to spend hours in front of the computer typing up a document that can easily be created in minutes.
Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Starting with a template it is easy to see how parts of the workflow are connected and make changes that will customise the product for your own use case. In our situation, rather than starting from scratch, our form was working within hours of joining the trial version. Several hours of tweaks lead us to a form that is better than the tool it was replacing and we are saving real man-hours with a minimum investment of time and money. Service has been exceptional.
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
HelloSign is the only other products we've used but it does not have the automation we needed. We used it when we were processing fewer digital forms and most others were required by our legal department to be printed and signed.
