What users are saying about
3 Ratings
4 Ratings
3 Ratings
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Score 7.9 out of 101
4 Ratings
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Score 10 out of 101

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Likelihood to Recommend

ActiveDocs

There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
Derek Schroeder profile photo

SmartSearch

I think this software is great to organize documents for mid-sized companies. We primarily use this system to keep track of legal and regulatory documents that have dates we need to be aware of. It is easy to use, but does have some frustrating features. The workflows can be somewhat difficult to set up. In addition, I wish that the documents were automatically uploaded with pdf search capabilities. However, the ease of searching for documents and the emails that are sent to warn employees of dates they should be aware of, are extremely helpful in managing our company's contractual obligations
Megan Cobleigh profile photo

Pros

  • The user-friendly interface guides you through the template creation process.
  • Highly customizable including rules for following client/customer information.
  • Fast and easy to use - anyone can create documents once templates are in place.
Derek Schroeder profile photo
  • Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
  • Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
  • Fast workflow designers for rapid implementation
  • Broad range of capture and information processing tools, easy to configure
  • Loaded with essential security options
  • Low price, and about 10X more powerful than MS SharePoint right out of the box.
  • Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
Terrence Abrams profile photo

Cons

  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
Derek Schroeder profile photo
  • There was some difficulty initially setting up the workflows for the email notifications to work. This was frustrating to get worked out and involved multiple test attempts.
  • The system can be slow at loading long documents, which for a legal department is not ideal.
  • The documents do not automatically get uploaded with search pdf capability, a workflow must be set up in order to enble this feature.
Megan Cobleigh profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
SmartSearch8.6
Based on 3 answers
We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.
Megan Cobleigh profile photo

Usability

ActiveDocs9.0
Based on 1 answer
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.
Derek Schroeder profile photo
SmartSearch7.5
Based on 2 answers
It really is that intuitive and easy to learn.
Terrence Abrams profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
SmartSearch9.1
Based on 1 answer
Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
Terrence Abrams profile photo

Performance

ActiveDocs8.0
Based on 1 answer
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.
Derek Schroeder profile photo
SmartSearch8.2
Based on 1 answer
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
Terrence Abrams profile photo

Support

No score
No answers yet
No answers on this topic
SmartSearch6.4
Based on 2 answers
I'd give them a 10, but sometimes the initial contact or call-back is a little slow. They are a rapidly growing company and new client base, so this is to be somewhat expected.
Terrence Abrams profile photo

In-Person Training

No score
No answers yet
No answers on this topic
SmartSearch7.3
Based on 1 answer
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
Terrence Abrams profile photo

Implementation

No score
No answers yet
No answers on this topic
SmartSearch8.1
Based on 2 answers
Just let it happen. It's very quick and smooth.
Terrence Abrams profile photo

Alternatives Considered

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.
Derek Schroeder profile photo
SmartSearch is getting so strong, that even at it's lower price, it is closing the gap with the higher dollar enterprise players. It was a ways to go on advanced workflow and capture processing, but it is closing. You can stack it up to most anything, its a threat to lot of players. Could wipe out DocuWare, MS SharePoint and Digitech for the best of the lower tiered price products, can probably wipe out Alchemy, SMEAD and Docubase too.
Terrence Abrams profile photo

Scalability

No score
No answers yet
No answers on this topic
SmartSearch7.3
Based on 1 answer
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Terrence Abrams profile photo

Return on Investment

  • Greatly increases productivity by removing document creation and copy-pasting from an employee's workflow.
  • Reduces mistakes made during the manual document creation process, ensuring better and more professional deliverables.
  • Cost for the software is market price and very fair for what is gained.
Derek Schroeder profile photo
  • Increased efficiency in time management
  • Assists the company in not missing termination dates of vendors we do not wish to continue business.
  • Allows an easy analysis of all active vendors and customers.
Megan Cobleigh profile photo

Pricing Details

ActiveDocs

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

SmartSearch

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details