DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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Nitro Productivity Suite
Score 8.7 out of 10
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Nitro Productivity Suite combines electronic signature and general PDF editing, from Nitro, Inc. It is built around capabilities such as getting approvals and esignatures in seconds and sharing and reviewing documents from anywhere.
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.
I run a professional services business from home. I need to edit documents quickly and easily and with minimal subscriptions to minimize overheads. I love that Nitro is a one-off payment to get a license to the software, and you can simply upgrade to the latest version if that's what you want, but you're not obligated to. I've been using the same version of Nitro for 7-8 years now. Despite the fact the upgraded versions have a lot of great, nice-to-have features, the version I'm on still does the job.
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.
For the most part, the entire software is extremely easy to navigate and use. You won't need to follow tutorials or anything for the bulk of the core features, as it's all pretty seamlessly designed.
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.
Nitro checks all the boxes for what we need. It is fairly priced, it allows us to read and edit PDF documents, convert PDF to MS Word and convert MS Word to PDF. It allows us to combine multiple files and do all the post processing like adding page numbers and adding headers and footers
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.
Every 1-2 years will do a check on current PDF options to include trialing the software. Have tried Foxit and several that seem to have failed in the marketplace. Over the last 4 years, I have always stuck with Nitro. Unfortunately, we still need to keep Adobe Acrobat (free version) installed to view a small percentage of some PDFs we receive.
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.