DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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Evernote
Score 7.9 out of 10
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Evernote is a suite of software and services designed for notetaking and archiving. A "note" can be a piece of formatted text, a full webpage or webpage excerpt, a photograph, a voice memo, or a handwritten "ink" note. Notes can also have file attachments. Notes can be sorted into folders, then tagged, annotated, edited, given comments, searched and exported as part of a notebook. Evernote supports a number of operating system platforms (including OS X, iOS, Chrome OS, Android, Microsoft…
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.
Evernote is an excellent tool for keeping track of client relationships and taking notes. The indexing is excellent, with text in images and text. However, a Wiki might be better for large-scale collaboration. It is a perfect use case for it, and it is hard to beat. To-do lists that need to be tracked or have due dates assigned do not work well in Evernote. It's almost like a library that anyone can add to, edit, tag, and reference. Evernote has a limited checklist function in terms of tasks meant to be kept in one place rather than reviewed and organized over time.
I can't really imagine how much they'd have to charge me to make me quit Evernote. I can't really think of any technology that has changed my life as much without going back to email in the 90s, or the introduction of the iPhone. I know I sound ridiculous, but it would be really tough for me to live without it. If I were forced to choose between my smart phone (and keep in mind that I get lost in my driveway) and my Evernote, I'd probably choose my Evernote.
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.
Basic visual organization - ability to create a notebook and store user notes inside of it.
Basic easy navigation - You can quickly move in and out of files and notes.
User intuitive addition - whatever you need to add to your document, it's relatively easy to understand and use.
We find overall that we still want some functionality in creating better task lists, boards, and other things that we find in Notion - which is the tool that we use as a team notebook/storage space.
Generally issues are by connectivity and not Evernote availability but I have had issues in the past with cross-client consistency of data which Evernote Support has ID'd as bugs that are still unresolved as far as I know
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.
I bet you won’t even need to call their support. Their product has never failed me. Simply put. But if you were to email them to gather some details or help, I bet they won’t disappoint you. Don’t worry about the support, it’s the last thing you should worry about this product.
Make sure you think about your tags. If you end up with multiple similar tags then things aren't grouped together as you might prefer. For instance if you have a tag called Disney and Walt Disney, this will split up your articles. Evernote makes it simple to correct, but I suggest you make sure your users look closely at the existing tags before creating new ones.
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.
The most similar program I have used is OneNote by Microsoft, and other note taking programs exist like Notepad and Microsoft Word but those programs do not offer syncing like Evernote does. There are newer programs in the space like Dropbox Paper and Google Docs which would be on a list of ones to consider.
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.
Evernote has allowed our school's over 3000 students and staff members to work more efficiently instead of spending time on making physical notes, clicking pictures, and uploading them to the cloud in order to share them
The investment in Evernote Premium has also allowed for heavier files to be attached in each note such as student work that allows teachers to be certain that students have followed deadlines and finished assigned tasks
Evernote has allowed our school to smoothly transition in and out of online learning as the local COVID-19 protocols change and student work requires one platform to be based on throughout
