DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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PDFfiller
Score 9.0 out of 10
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pdfFiller is a comprehensive online document management platform that provides businesses with the services of form-building, PDFs editing and e-signing. The vendor says their tools help businesses to streamline document management, make workflows fully paperless, freeing up time and resources through intuitive process automation.
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 chose to hit #9. I believe we all have abilities to broaden our needs so for the majority you may end up thinking this is a 10 if having used comparison tools or remembering those times when a certain "other" signature and document completion tool didn't go as planned or seemed less familiar. I will always welcome the clients and professionals who need my response to send their documents to me for PDF filling. On the random flip when I have to have communication rapidly flow on the go in a last minute piece of time, these people will receive my PDF™ items. And if tips and tools are necessary, they are rather easily placed where they can be worked out by anyone.
I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
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.
I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
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.
If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
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.
I have used other editors such as Adobe Acrobat and, in my opinion, for the money Adobe costs, if the need is just to edit pdf I would go with PDFfiller. It is a really easy tool to use. It's learning curve is not that steep and it does pretty much everything I need from it.
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.
all the paperwork i need to fill out is typed, not handwritten into forms which looks much more professional. Almost as if I had an assistant to type out my documents
I love the fact that I can make an edit to an existing PDF. I dont have to go back and forth and ask for editable copies of word documents, etc.
