DocLink Reviews and Ratings

Rating: 3.6 out of 10

Score

3.6 out of 10

Community insights

TrustRadius Insights for DocLink are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Helpful Tracking Document Actions: Several users have found the tracking document actions feature to be beneficial for keeping track of who did what and when. It has been appreciated for its ability to provide a clear audit trail of document activity.

Flexible Access Control: Many reviewers appreciated the system's ability to define access capabilities and restrict certain role holders from accessing certain documents or parts thereof. This feature has provided an added layer of security and confidentiality.

Convenient Cloud Storage: The cloud storage feature, which allows for accessibility from anywhere, has been highly valued by multiple users. It enables easy collaboration and retrieval of documents on various devices, enhancing productivity and efficiency in remote work environments.

Reviews

9 Reviews

Managing documents made easy with DocLink

Rating: 8 out of 10

Incentivized

May 24, 2022

Use Cases and Deployment Scope

I have been looking for a tool that could handle document management and DocLink has been very useful for that. Documents can be easily managed and organized. It was initially very easy to set up and use. I guess it's a great tool doesn't matter if it's a big or a small enterprise.

Pros

Document management.
Document organization.
Decrease workload and saves time.

Cons

Search engine can be enhanced to provide better results.
The workflow module can be made simpler.
Sometimes a little slow to load all the information.

Likelihood to Recommend

I guess this application is best suited where an enterprise has tons of documents to manage and look after. This has reduced our paperwork and now we don't need to keep hard copies of documents in physical files. Instead, we can now arrange and manage our digital documents very easily, thus increasing efficiency and productivity.

Verified User

Analyst in Quality Assurance (501-1000 employees)

Vetted Review

2 years of experience

DOC.Link Software Review

Rating: 9 out of 10

Incentivized

May 19, 2022

Use Cases and Deployment Scope

It automatically transforms, delivers transactions to other vendors, and transfers them to other enterprises in a usable format. It connects with remote locations and other business partners to communicate or transfer/exchange data and files. It is based entirely on Microsoft technology to configure your workflow to match processing and payables management.

Pros

Workflow process that provide control and approval of document.
Capture documents internally and externally

Cons

It should be cost friendly.
Support more framework

Likelihood to Recommend

It supports versatile fields like healthcare, utilities, and finance. Integrated with my ERP, it helps us to automate the document-intensive process in AP, HR, etc. We are almost going paperless and increased productivity and ultimately save significant time and money. It works on our mobile phones too. Supports both Android and ios.

Verified User

Employee in Information Technology (1001-5000 employees)

Vetted Review

2 years of experience

DocLink - beyond the document management

Rating: 7 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

Document management with the help of DocLink becomes easy. It helped to retrieve and share the documents effectively. In addition to this, it also provides a cloud solution to store the documents. Tracking the actions on documents is one of the best features DocLink provided. It also has effective searching for documents.

Pros

Protects the document by providing proper access to the users.
Retrieve the documents effectively from any device like mobile and desktop.
Scan paper documents and upload them easily.

Cons

On the editing the documents
Increase the integration with more ERP software
Performance improvement in existing automated processes

Likelihood to Recommend

Doc link is well suited when you have important data across the different devices or coming from different sources. It is well suited when you want to go completely digital and manage your documents securely. It is less suited when you just want to store and share the data as DocLink is beyond this basic need.

Verified User

Contributor in Engineering (201-500 employees)

Vetted Review

1 year of experience

Make your Document Digitally

Rating: 8 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

We use DocLink in our organization in different ways as mentioned below:

1) It helps our whole team to share documents as well as with our client because sometimes there is some personal file that needs to be secure between us and the client.

2) It helps our account team to manage all bills of clients because every month there generated every month and it allows the paperless transfer.

Pros

As we service provider company It allows helps to create folders for different client bills.
Its allow digital stamp as well we can highlight any point in the document.
It can be converted in any file format

Cons

As I use the difficulty I find that when I need to search any document then I need to do a wild search so they can add more filters.

Likelihood to Recommend

The specific scenarios based on my experience where DocLink is well suited i.e. As we are working remotely so everything is done remotely it helps my organization to secure and transfer the document easily within and outside the organization. It allows our company to become paperless for documentation required in our company.

Verified User

Former Employee in Information Technology (11-50 employees)

Vetted Review

2 years of experience

Comprehensive and cloud-based platform for document automation.

Rating: 9 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

DocLink is a game-changer for me. I used to spend hours combing through invoices and journal entries to reconcile accounts payable and get my employees paid. DocLink automates the entire process, reducing the time I spend on compliance and freeing up my time to work on more strategic business initiatives.

Pros

Efficient documents sorting.
Minimize manual errors.
Automated and schedule delivery of documents.
Simple and easy UI/UX.
Secure and reliable document storage.

Cons

Needs some improvement on search functionality.
Snail speed support team.

Likelihood to Recommend

I was looking for a solution that could eliminate the manual processes in my accounting department and I found this. We get to try out this cutting-edge business solution at a fraction of the cost compared to other providers. With DocLink, we can eliminate manual processes and improve efficiency. DocLink automates and streamlines your business processes using AI. With DocLink, you can eliminate manual processes and improve efficiency. DocLink is easy to implement, highly secure, and can be used to automate and optimize accounts payable, accounts receivable, business development, and more.

Binayak Thakuri

Senior SEO Analyst in Marketing at AdSenseArticle SEO Solution (11-50 employees)

Vetted Review

2 years of experience

Great tool but work out your business processes first!

Rating: 8 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

We use it for document management so for example if a client needs to sign off on something or track changes on a document it's a great way of sharing and tracking content. Plus, it reduces problems associated with staff absence or leaving as handover notes aren't required. You can track who is doing what within a document and, crucially, you can search within all your documents, which makes content finding simple.

Pros

Tracking document actions (who did what, when).
Defining access capabilities so only giving certain role holders access to certain documents or parts thereof.
Cloud storage so accessible anywhere.
Document import which allows you to scan documents and extracts just the info needed in order to create bespoke reports.

Cons

It doesn't always capture a receipt accurately and so cannot be relied upon to import data and create a report without manually checking the integrity of the data.
Default print setting is letter size not A4, this drives me mad!

Likelihood to Recommend

It's a great tool that works well to automate processes and, once set up, reduce admin time on things like tracking the approval process. However, it can be challenging to initially set up because it requires an understanding of the process in the first place. We have a team of business analysts who work for us so one of them was assigned to understand our own internal processes and then set up the relevant workflows. I think without this we might have struggled. We also each use the expense receipt feature which is great. You can in a receipt and using OCR the expense forms are automatically populated. You do need to manually check it but this saves a lot of time in filling in forms. As we now have a workflow in place it is straightforward to submit your monthly expense report for approval straight afterward. The document tracking feature is good too - who has seen, worked on, or needs to see the document. It means we were able to stop using Slack.

Adeline Garman BA (Hons) DipM MCIM

Marketing And Business Development Consultant in Marketing at albiston business consultancy limited (1-10 employees)

Vetted Review

2 years of experience

View profile

DocLink digital filing cabinet system creates a highly productive office!

Rating: 8 out of 10

Incentivized

May 8, 2019

Use Cases and Deployment Scope

DocLink is used by our Accounts Payable and Accounting teams. It is essentially our digital filing cabinet, allowing us to scan documents, transfer within departments across our entire enterprise system for review and approval, create annotations for future reference, and maintain a true "paper-free" status. We are able to save a great deal of time by having a detailed, organized digital document system.

Pros

Maintains all scanned and processed documents since we converted from paper files. 13 years and counting for our company.
Able to create custom folders or "workflows" with specific permissions.
Able to quickly search using a wide variety of search parameters.
Allows the user to make notations, highlights, and digital stamps for future reference.
Allows the user to scan or drag and drop documents into the program and will convert to the acceptable format (ie: PDF will convert to TIF).

Cons

Search parameters are limited. I would love to be able to enter one value and the program pull in all items containing that value (ie: wildcard search).
The workflow creation module is complicated. There are so many steps, and if a step is overlooked during creation, the process does not function properly.
It is challenging to delete workflows once a history for a specific workflow has been established.
The services monitoring system is confusing for the average, non-technical user.

Likelihood to Recommend

DocLink is a very effective program for processing and maintaining files. It allows the user to scan invoices and documents into the program and move each file throughout the enterprise as necessary for review, approval, notification, etc. It eliminates the need to spend countless hours manually filing paper documents, reduces the need for filing cabinets, reduces issues with missing or misfiled documents, and creates a much more organized and efficient system.

Pamela Dalton

Accounts Payable Manager in Finance and Accounting at e+CancerCare (201-500 employees)

Vetted Review

8 years of experience

View profile

Altec DocLink can send and archive for you

Rating: 10 out of 10

Incentivized

March 14, 2017

Use Cases and Deployment Scope

It simplifies sending invoices, POs and other documents by email and fax and also saves the documents for future reference. Without DocLink we would have to print each document to a PDF then email. [It] increases productivity and accuracy by sending documents as fast as you can hit print!

Pros

Archives documents - all your documents in one place that you can retrieve as they were printed.
Emails documents - printing and emailing in one easy step, just print to the DocLink queue and DocLink reads the email address and sends it.
Faxes documents - so your recipient does use email? You can set the document to fax if email is not available.

Cons

Need to map fields to process documents, this is a manual process that needs to be automated for the template.
Sends thru a print queue, sometimes the queue goes offline and you don't know it right away.
Doesn't always tell you if the fax delivery failed, this is partially dependent on the fax software communications.
Limited fax support, hard to match up the DocLink server with faxing solution that's compatible when the server is virtual.

Likelihood to Recommend

Nothing I know does what this does, most do archiving but not sending to the level this does.

Verified User

Employee in Information Technology (201-500 employees)

Vetted Review

7 years of experience

doc-link is a great choice for document storage and workflow

Rating: 8 out of 10

Incentivized

September 7, 2016

Use Cases and Deployment Scope

We use doc-link to route all AP requests for approval. We also use it to store and route documents. doc-link allows us to store and manage all documents in one location. We are also able to set up a workflow for the document types to route for approval or different processing.

Pros

Stores documents, easy to search and retrieve documents
Workflow is easy to use and set up
Users interface is uncomplicated and easy for users to learn

Cons

Document workflow can be confusing as it is all a workflow chart. Bigger worksflows get hard to follow in the flow chart. One solution we use is to break the workflow into smaller parts that all work together.
AD connections can be tricky to set up.
Customization is great but it would be nice to push the same customization to all users of a certain group and then lock it down.

Likelihood to Recommend

If you have a image document you need to store or run a workflow on it is a great tool. The key is you have to have a document. You can't run a workflow if there is no document. It should not be used just for processing a workflow without a document.

Renae Clary

Application Analyst II in Information Technology at Midcontinent Communications (1001-5000 employees)

Vetted Review

2 years of experience

Loading Reviews List....

Home
,
Document Management
,
DocLink
,
Reviews and Ratings