DocLink

DocLink

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Score 8.3 out of 100
DocLink

Overview

What is DocLink?

DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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Pricing

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What is DocLink?

DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.

Entry-level set up fee?

  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is DocLink?

DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.

DocLink Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings

 (13)

Ratings

Reviews

(1-10 of 10)
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Score 8 out of 10
Vetted Review
Verified User
I have been looking for a tool that could handle document management and DocLink has been very useful for that. Documents can be easily managed and organized. It was initially very easy to set up and use. I guess it's a great tool doesn't matter if it's a big or a small enterprise.
  • Document management.
  • Document organization.
  • Decrease workload and saves time.
  • 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.
I guess this application is best suited where an enterprise has tons of documents to manage and look after. This has reduced our paperwork and now we don't need to keep hard copies of documents in physical files. Instead, we can now arrange and manage our digital documents very easily, thus increasing efficiency and productivity.
Score 9 out of 10
Vetted Review
Verified User
It automatically transforms, delivers transactions to other vendors, and transfers them to other enterprises in a usable format. It connects with remote locations and other business partners to communicate or transfer/exchange data and files. It is based entirely on Microsoft technology to configure your workflow to match processing and payables management.
  • Workflow process that provide control and approval of document.
  • Capture documents internally and externally
  • It should be cost friendly.
  • Support more framework
It supports versatile fields like healthcare, utilities, and finance. Integrated with my ERP, it helps us to automate the document-intensive process in AP, HR, etc. We are almost going paperless and increased productivity and ultimately save significant time and money. It works on our mobile phones too. Supports both Android and ios.
Score 7 out of 10
Vetted Review
Verified User
Document management with the help of DocLink becomes easy. It helped to retrieve and share the documents effectively. In addition to this, it also provides a cloud solution to store the documents. Tracking the actions on documents is one of the best features DocLink provided. It also has effective searching for documents.
  • Protects the document by providing proper access to the users.
  • Retrieve the documents effectively from any device like mobile and desktop.
  • Scan paper documents and upload them easily.
  • On the editing the documents
  • Increase the integration with more ERP software
  • Performance improvement in existing automated processes
Doc link is well suited when you have important data across the different devices or coming from different sources. It is well suited when you want to go completely digital and manage your documents securely. It is less suited when you just want to store and share the data as DocLink is beyond this basic need.
Score 8 out of 10
Vetted Review
Verified User
We use DocLink in our organization in different ways as mentioned below:
1) It helps our whole team to share documents as well as with our client because sometimes there is some personal file that needs to be secure between us and the client.
2) It helps our account team to manage all bills of clients because every month there generated every month and it allows the paperless transfer.
  • As we service provider company It allows helps to create folders for different client bills.
  • Its allow digital stamp as well we can highlight any point in the document.
  • It can be converted in any file format
  • As I use the difficulty I find that when I need to search any document then I need to do a wild search so they can add more filters.
The specific scenarios based on my experience where DocLink is well suited i.e. As we are working remotely so everything is done remotely it helps my organization to secure and transfer the document easily within and outside the organization. It allows our company to become paperless for documentation required in our company.
Score 9 out of 10
Vetted Review
Verified User
DocLink is a game-changer for me. I used to spend hours combing through invoices and journal entries to reconcile accounts payable and get my employees paid. DocLink automates the entire process, reducing the time I spend on compliance and freeing up my time to work on more strategic business initiatives.
  • Efficient documents sorting.
  • Minimize manual errors.
  • Automated and schedule delivery of documents.
  • Simple and easy UI/UX.
  • Secure and reliable document storage.
  • Needs some improvement on search functionality.
  • Snail speed support team.
I was looking for a solution that could eliminate the manual processes in my accounting department and I found this. We get to try out this cutting-edge business solution at a fraction of the cost compared to other providers. With DocLink, we can eliminate manual processes and improve efficiency. DocLink automates and streamlines your business processes using AI. With DocLink, you can eliminate manual processes and improve efficiency. DocLink is easy to implement, highly secure, and can be used to automate and optimize accounts payable, accounts receivable, business development, and more.
Adeline Garman BA (Hons) DipM MCIM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use it for document management so for example if a client needs to sign off on something or track changes on a document it's a great way of sharing and tracking content. Plus, it reduces problems associated with staff absence or leaving as handover notes aren't required. You can track who is doing what within a document and, crucially, you can search within all your documents, which makes content finding simple.
  • Tracking document actions (who did what, when).
  • Defining access capabilities so only giving certain role holders access to certain documents or parts thereof.
  • Cloud storage so accessible anywhere.
  • Document import which allows you to scan documents and extracts just the info needed in order to create bespoke reports.
  • It doesn't always capture a receipt accurately and so cannot be relied upon to import data and create a report without manually checking the integrity of the data.
  • Default print setting is letter size not A4, this drives me mad!
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.
Score 10 out of 10
Vetted Review
Verified User
Mostly used doclink in the automation of accounts payable process for a client. Very systematic, where account number, vendor address, amount due, remittance address, any tax due as well as all supporting documents can be stored with organized indexes.We are able to have patients sign consent forms and paper work virtual so they can still be seen.
  • Records Management - Enterprise Content Managemen
  • Documents are serving its purpose better and faster now.
  • Activities - Enterprise Content Management
  • Tracking documents review and approval, read and understand. There's a history of the document too.
  • Ease of Setup
  • Quality of Support
  • Ease of Use
  • ORACLE NETSUITE Integration was not possible.
  • Some times it is slow or the patients say they have trouble with it sometimes.
  • ifficult to delete the workflow, searching any document is sometimes a hassle. The interface seems a little bit outdated and so for reason, it loads slow. As fast going generation, it needs little revamp.
we were looking for document management software because we are now tired of handling papers and paper works so this platform is used to solve the document management of our organization and it is great, it provides we needed. It is easy to set up and easy to use. It is good for all types of enterprises. It is good to use instead of paperwork, it decreased our managing load.
Pamela Dalton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
DocLink is used by our Accounts Payable and Accounting teams. It is essentially our digital filing cabinet, allowing us to scan documents, transfer within departments across our entire enterprise system for review and approval, create annotations for future reference, and maintain a true "paper-free" status. We are able to save a great deal of time by having a detailed, organized digital document system.
  • 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).
  • Search parameters are limited. I would love to be able to enter one value and the program pull in all items containing that value (ie: wildcard search).
  • The workflow creation module is complicated. There are so many steps, and if a step is overlooked during creation, the process does not function properly.
  • It is challenging to delete workflows once a history for a specific workflow has been established.
  • The services monitoring system is confusing for the average, non-technical user.
DocLink is a very effective program for processing and maintaining files. It allows the user to scan invoices and documents into the program and move each file throughout the enterprise as necessary for review, approval, notification, etc. It eliminates the need to spend countless hours manually filing paper documents, reduces the need for filing cabinets, reduces issues with missing or misfiled documents, and creates a much more organized and efficient system.
Score 10 out of 10
Vetted Review
Verified User
It simplifies sending invoices, POs and other documents by email and fax and also saves the documents for future reference. Without DocLink we would have to print each document to a PDF then email. [It] increases productivity and accuracy by sending documents as fast as you can hit print!
  • Archives documents - all your documents in one place that you can retrieve as they were printed.
  • Emails documents - printing and emailing in one easy step, just print to the DocLink queue and DocLink reads the email address and sends it.
  • Faxes documents - so your recipient does use email? You can set the document to fax if email is not available.
  • Need to map fields to process documents, this is a manual process that needs to be automated for the template.
  • Sends thru a print queue, sometimes the queue goes offline and you don't know it right away.
  • Doesn't always tell you if the fax delivery failed, this is partially dependent on the fax software communications.
  • Limited fax support, hard to match up the DocLink server with faxing solution that's compatible when the server is virtual.
Nothing I know does what this does, most do archiving but not sending to the level this does.
Renae Clary | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use doc-link to route all AP requests for approval. We also use it to store and route documents. doc-link allows us to store and manage all documents in one location. We are also able to set up a workflow for the document types to route for approval or different processing.
  • Stores documents, easy to search and retrieve documents
  • Workflow is easy to use and set up
  • Users interface is uncomplicated and easy for users to learn
  • Document workflow can be confusing as it is all a workflow chart. Bigger worksflows get hard to follow in the flow chart. One solution we use is to break the workflow into smaller parts that all work together.
  • AD connections can be tricky to set up.
  • Customization is great but it would be nice to push the same customization to all users of a certain group and then lock it down.
If you have a image document you need to store or run a workflow on it is a great tool. The key is you have to have a document. You can't run a workflow if there is no document. It should not be used just for processing a workflow without a document.
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