DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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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 …
As a small business, we knew we wanted some sort of system, similar to those we had used when working incorporates. However, when e came across DocuLink and trialed it against our requirements we realised very quickly it would do everything we needed it to and so didn't look …
DocLink is the 1st digital filing system that we've used. Prior to DocLink, we were manually filing invoices, capital expenditure requests, purchase orders, and contracts, and then manually boxing these files every year and shipping them to a 3rd party secure document storage …
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.
We were using both doc-link and OnBase for document routing and storage. We did get rid of OnBase and moved all documents to doc-link without issue. By choosing to have only one document management software we were able to save money in software costs.
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.
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.
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.
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.
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.