Likelihood to Recommend Helps in creating forms that we normally used to create in Excel. For this reason alone it's a huge upgrade. Plus is relatively easy to use once you know how to use it. Also, it works best for forms that you need to fill in.
Read full review 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.
Read full review Pros It enables me to quickly update and distribute forms that have been changed. The layout features help ensure that the forms look professional. The ability to preview what the final form will look like and how it will work, while still editing, is extremely helpful. Read full review 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). Read full review Cons Biggest issue is the user friendliness for the designer. It is hard to get elements to do what you want if you are adding any sort of design to your form. In my case I make flyers which require not only the form fills, but also other elements like pictures and background design elements. The import from PSD or AI function does not work properly most of the time. If you create a document with lots of visual elements, your best bet is to convert as much of that as possible to a rasterized image and then popping that in as the background rather than trying to import elements. They come out very wonky, colors are lost in conversion, and the layout doesn't come over. Read full review 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. Read full review Usability DocLink is VERY user-friendly! The daily functions are easily taught to non-financial individuals. It's easy to understand and easy to manipulate with a simple, functional layout. The Administrative module is not too complicated, but it would be more effective if there was a more thorough "help" section or an online forum for users. All of my knowledge is self-taught, trial and error, but it would be helpful for a new user to have an online resource to address questions or issues.
Read full review Performance DocLink is quite reliable and effective. Scanned documents are easy to read with very slight loss of integrity. Pages load quickly with occasional lag loading very large files. We use DocLink with MS Dynamics SL, and the two systems perform well together without much interruption or ambiguity in the process. One issue we have is in relation to the number of licenses and issues we have when a session will not close upon exit, thus suspending an available license rendering it unusable. Although very infrequent, IT has had to manually "end" a session to clear the license.
Read full review Alternatives Considered We chose this solution because it offered more flexibility , decreased our overall expenses and is what allowed us to execute our operations and business needs effectively. Adobe LiveCycle is a step above all of its competitors. Your only setback will be the initial training time investments.
Read full review Document sender u can only send one at a time, doclink sends mass emails all at once and can archive all your documents, making it a complete solution.
Read full review Return on Investment Easier for employees to fill forms Read full review Now set up it has significantly reduced admin time for everyone. I would say on average 1-2 hours per month per staff member spent on expense forms and submissions. Cancelled paid version of slack as no longer needed. Read full review ScreenShots