DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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PairSoft
Score 7.1 out of 10
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PairSoft, the company formed from the March 2021 merger of PaperSave and Paramount Workplace, offers their eponymous procure-to-pay platform for the mid-market and enterprise, with close integration to Microsoft Dynamics, Blackbaud, Oracle, SAP, Acumatica, and Sage ERPs.
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.
PaperSave is ideal for any fundraising company. Its ability to import spreadsheets from queries and import documents into constituent records is an invaluable tool for a fundraiser. Though the program sometimes has its hiccups, overall it serves its intended functions quite well.
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.
PaperSave is extremely easy to use and integrate into any fundraising office. If your company is using Blackbaud products, PaperSave will integrate seamlessly with Raiser's Edge and Raiser's Edge NXT. The ability to save documents to records seems like such a simple concept, but because Raiser's Edge doesn't offer this function in its own program, PaperSave is a life saver.
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.
Similar to what I mentioned earlier in this review, the main pro of PaperSave for my company is its Raiser's Edge integration. The program loads immediately as soon as Raiser's Edge is launched so there's no need to open separate programs. The documents and queries loaded from PaperSave into Raiser's Edge were simple to upload and read.
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.
PaperSave works well in part due to its database integration functionality. It allows our team to use Raiser's Edge (our main tool as it's our constituent database) without having to constantly switch back and forth between programs. It's simple enough for new staff members to learn as part of their on-boarding process and hasn't caused any major issues for our team.
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.
