DocLink

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.

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.

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.

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.

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.