DocLink vs. OpenText Content Suite Platform vs. Worldox

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

Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.

Incentivized

Ease of navigation is probably the top seller for me. I might work on a dozen or more separate files per day and I need to be able to switch between files efficiently, especially when asked to find something quickly. Naming conventions are simple and easy to use. Searching for a document, even when there are hundreds, is pretty simple and straight forward.

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

• Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in.
• Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan.
• The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access.
• Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance.

Incentivized

• Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
• Extreme customization options including cabinets, folders, and document types.
• The indexing system is very useful for locating documents by name, body, date, etc.

• 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

• The user interface and configurability of that interface lack a lot of flexibility and modern tools.
• There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM.
• Management of audit and content history needs to be modernized and made more dynamic and sustainable.

Incentivized

• Cloud product is a little lacking
• Little bit of learning curve out of the box
• For a larger organization, may need to dedicate a resource to manage the program

Incentivized

The staff is comfortable with it and I doubt they'd change at this point.

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

Strong for Core Content and Records Management
Effective for Non-Technical Users (with the right configuration)

Incentivized

Worldox is one of the easiest and user-friendly programs for document management systems that I have ever used. It is incredibly easy to create a document and then there are multiple ways to find a document. You can search by unique document ID numbers, document titles, and keywords within documents

Incentivized

I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.

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

• I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either.

Incentivized

OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.

Incentivized

No, it's pretty easy to implement and use.

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

Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.

Incentivized

Better due to the depth of document preservation options.

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

• With OpenText Content Suite, we can easily keep documents safe
• Document collaboration is easy with OpenText
• We can easily handle invoicing and automation thanks to features such as content capture and imaging.
• With OpenText Content Suite, there is better file sync and archiving

Incentivized

• Greatly improved productivity for users via searching, favorites, and forced organization.
• Versioning and document preview can also improve productivity versus opening individual files.
• Can require a "revolutionary" change in the workflow as the application's Open and Save prompts are radically different than normal application usage.