DocLink vs. Zoho WorkDrive

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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Zoho WorkDrive is probably the best for small organizations because of its affordability and the easy of setting up. Zoho is very well suited for facilitating the sharing of documents securely to allow for efficient collaboration. It is also supported by enterprise grade security, making it well suited for storing and sharing documents securely.

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• 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).

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• It is every easy to share documents/ files using Zoho WorkDrive
• Zoho WorkDrive is far much cheaper than similar solutions, like OneDrive/ Google Workspace but still gives much more storage than those
• The support from the Zoho WorkDrive team is very solid, and always able to respond within minutes

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• 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.

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• Zoho WorkDrive has limitations in sync and performance.
• There is Sync limitations which lacks the selective or block and make it inefficient for large files
• There is navigation issues like trash and shared items and tasks are hidden in menus.
• Large files uploading and downloading is very slow. The speed lacks
• In the storage part if we edit the file, the file takes the full file version and store it.
• Missing feature is there is no proper encryption for the files and folders.

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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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Very user friendly and I've had difficulties with many other CRMs/ WorkDrives. This one is definitely top notch. In fact, I used Zoho WorkDrive back in 2015 for my first company, then I worked for a company which also used Zoho WorkDrive and now I have another company and we're using it again.

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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.

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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.

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We are using IDrive e2 since last 2 year for NAS storage backup and Idrive e2 pricing are very budget friendly.

• 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.

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• Zoho WorkDrive makes knowledge transfer process easy, when someone leaves or join company.
• Zoho WorkDrive helps engineers and developer sharing API docs, code snippet, RCA etc.
• Zoho WorkDrive is part of zoho workplace, so we don't have to invest on standalone apps and services.

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