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
Great for maintaining consistent language in proposals, contracts, RFI responses, and other legal documents. We can make sure our language passes our legal, regulatory and compliance departments without burdening each document with detailed reviews. This saves us time. When responding to RFIs, we have some standard language to several hundred questions and we can answer them by clicking the boxes. We put in an RFI response question # so they can easily be sorted to match the RFI document. Again, I can't count the labor hours saved. We use this to build plan documents and plan adoption agreements using building blocks that are added by selecting the sections and clicking some checkboxes to determine what gets added. JungleDocs is great for these use cases.
Read full review Pros Records Management - Enterprise Content Managemen Documents are serving its purpose better and faster now. Activities - Enterprise Content Management Tracking documents review and approval, read and understand. There's a history of the document too. Read full review Auto population of documents from files stored on SharePoint. Eliminates extra steps for more efficacy. Can also set up automation for managing documents. Our department uses specific naming conventions for our documents and JungleDocs allows the naming conventions to be automated to help eliminate human error. Read full review Cons Search parameters are limited. I would love to be able to enter one value and the program pull in all items containing that value (ie: wildcard search). The workflow creation module is complicated. There are so many steps, and if a step is overlooked during creation, the process does not function properly. It is challenging to delete workflows once a history for a specific workflow has been established. The services monitoring system is confusing for the average, non-technical user. Read full review The ability to update fields in headers and footers, if they change after the document has been created When content or metadata change, the document doesn't auto update the fields in the document, you have to manually go and click the update option (excludes fields in headers or footers footers) 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
DocLink stacks up against them because it is free of cost so basically everyone can use it. Has better performance and reliability. The systems of record integration are amazing. Case management has also been made simpler in DocLink. You can easily send hundred of documents in one go instead of using emails.
Read full review
JungleDocs was intuitively easier to use than
and Sharepoint. JungleDocs works with Sharepoint to extend its feature set and make it easier to use. Our team didn't feel that
was suitable for all of our use cases, especially the RFI response documents. We used a scorecard to rank the products and JungleDocs proved to be the winner.
Read full review Return on Investment Less time to email documents, means more time to work on other tasks Mass sending no delays - queue all your invoices to send at once and DocLink will parse them out and send them Document retention is required for an FDA facility, DocLink scan index the files and make them available for quality control Read full review Longer startup for member who are not familiar with metadata. Some support documents are hard to follow. Read full review ScreenShots