DocLink Professional, Scientific, and Technical Services Reviews & Insights

Score3.4 out of 10

15 Reviews and Ratings

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

4 Reviews

Professional, Scientific, and Technical Services

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 (Information Technology & Services company, 1001-5000 employees)

Vetted Review

2 years 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 (Information Technology & Services company, 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 (Marketing & Advertising, 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 (Marketing and Advertising, 1-10 employees)

Vetted Review

2 years of experience

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