DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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PDF Xchange Viewer and Editor
Score 9.5 out of 10
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PDF Xchange Viewer and Editor is a pdf editing and conversion software offering from Tracker Software Products. It includes features such as create pdf and convert to pdf.
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.
If you'd like to switch from Adobe to a less expensive and more robust solution, you can choose PDF X Change. It does everything other expensive solutions do. We are using it to add some additional information on scanned PDF files and Sign them and it does it in a simple and easy way. You can use to combine multiple files into one, creating PDF from different resources.
There have been a couple of instances where I struggled to locate a feature that I thought was missing. A quick reply from support staff usually help me find and understand the feature better.
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.
It's easy to use, making it very efficient for us as we do not have to train additional people on how to use this software. It opens up documents quickly and saves quickly as well. Overall the usability is not an issue for us at all. It is also extremely easy to integrate it with other PDF programs.
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.
Performance wise, PDF Xchange Viewer and Editor is flawless. It runs fast, and I haven't experienced any immediately crashing. The reports save quickly, and the document size is never an issue. It saves into a regular PDF, and we're able to open it on any other program or computer. All text boxes, features, and headers show up flawlessly on other programs.
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.
PDF Xchange hits a sweet spot for me and my users. It is powerful, includes a full suite of creation, markup, and management tools. It is very affordable.
Bluebeam is too much that isn't print and PDF related. It is EXPENSIVE ... more than $300 per person before almost mandatory additional training.
PDF Creator is good for PDF creation. It doesn't include markup and management tools.
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.
