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.
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My team and I have benefited positively from the work of this platform. Our content and any data that is created during the project implementation process are securely stored in a safe storage space. Documents are arranged well to enhance faster identification during the time of reference. It provides cloud-based based backup support to minimize file losses. It is best suited to the electronic data management suite.
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 Secure. Accessibility. User experience. Ease of use. One stop solution for all types of file/data storage. Can be accessed via mobile, tablet, laptops. 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 Their learning services could improve The cloud management isn't the best in the market 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.
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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 Microsoft SharePoint
is a simpler alternative for OpenText eDOCS. It can be used for the same objectives, i.e. to share and manage content, search for information, and collaborate across business areas. Integration with other applications and platforms can be rather limited, in comparison to OpenText eDOCS, but the interface can be considered cleaner than the one of OpenText.
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 Pros: providing secure application so that we do not worry about security perspective much. Pros : Ease of use. Pros : Accessible via mobile, tablets, cloud, laptops. Cons: Complex. Cons : Pricing can be improved. Read full review ScreenShots