DocLink

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.

Incentivized

• 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).

Incentivized

• 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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

• 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.

Incentivized