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.
Read full review Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
Read full review Pros 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 Templates are fantastic and take very little time to create a file invite. Ease and simplicity of communication. Ability to send reminders to ensure needs tasks are completed. Read full review Cons 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 It takes forever to delete unwanted document in my experience. The signature never appears on the right spot and the box can't be resized. Our problem has always been to collect dozens of documents to submit an application. 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 Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
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 It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
Read full review Alternatives Considered 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 FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
Read full review Return on Investment 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 Positive feedback from clients and employees who have used this vs Docusign. Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software. Read full review ScreenShots