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DocLink, a popular software for document management, has proven to be highly useful for various purposes. Users have found that the …
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What is DocLink?
DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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What is DocLink?
DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
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- No setup fee
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- Free/Freemium Version
- Premium Consulting/Integration Services
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AP Approval Process using DocLink by Altec
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What is DocLink?
DocLink Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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(14)
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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DocLink, a popular software for document management, has proven to be highly useful for various purposes. Users have found that the software streamlines document sharing and tracking, allowing for easy collaboration and monitoring of content. With DocLink, users can easily track who is working on what within a document, improving efficiency and accountability. One standout feature of DocLink is its powerful search functionality. Users have praised the software for its ability to search within all documents, making it simple and efficient to find specific content. This feature saves time and frustration, ensuring that users can quickly locate the information they need. DocLink is widely used by Accounts Payable and Accounting teams to create a digital filing cabinet. This enables them to scan, transfer, review, and approve documents within their departments. The software's detailed and organized digital document system saves a significant amount of time and provides a seamless workflow for these teams. Automation is another key aspect of DocLink that has received positive feedback from users. The software's automation capabilities reduce the time spent on compliance tasks, allowing users to focus on more strategic business initiatives. This not only increases productivity but also improves accuracy in document management. In addition to its role in accounts payable processes, DocLink serves as a comprehensive document management solution. It allows users to route and store AP requests for approval, as well as manage and store all types of documents in one location. This simplifies tasks such as sending invoices, purchase orders, and other important documents via email or fax while preserving them for future reference. The cloud-based nature of DocLink ensures secure storage and sharing of documents. Users appreciate the peace of mind that comes with knowing their files are protected while being easily accessible from anywhere. With its robust tracking and searching features, DocLink enables effective monitoring of actions on documents and quick retrieval of specific files. This proves invaluable when it comes to keeping track of document changes and finding relevant information efficiently. Moreover, DocLink seamlessly connects with remote locations and business partners, facilitating smooth communication and data/file transfer. This feature further enhances collaboration and ensures that workflow processes are not hindered by geographical barriers. The software is highly versatile, allowing users to configure their workflow according to their processing and payables management needs. This level of customization ensures that DocLink can adapt to various organizational requirements and workflows. Furthermore, users have discovered other valuable use cases for DocLink. One such instance is secure document sharing with clients, enabling easy collaboration while maintaining confidentiality. Additionally, it offers a paperless solution for managing client bills, eliminating the need for physical copies and reducing paper waste. Overall, DocLink is a highly regarded tool for document management. Users have found it to be a valuable asset in their day-to-day operations, offering easy organization and retrieval of documents. Whether it's facilitating collaboration, simplifying workflows, or ensuring secure storage and sharing of files, DocLink has proven to be a reliable solution for various industries and departments. Its ability to save time, improve productivity, and enhance accuracy has made it an indispensable tool for many users.
Helpful Tracking Document Actions: Several users have found the tracking document actions feature to be beneficial for keeping track of who did what and when. It has been appreciated for its ability to provide a clear audit trail of document activity.
Flexible Access Control: Many reviewers appreciated the system's ability to define access capabilities and restrict certain role holders from accessing certain documents or parts thereof. This feature has provided an added layer of security and confidentiality.
Convenient Cloud Storage: The cloud storage feature, which allows for accessibility from anywhere, has been highly valued by multiple users. It enables easy collaboration and retrieval of documents on various devices, enhancing productivity and efficiency in remote work environments.
Inaccurate Receipt Capture: Several users have reported that the software does not always accurately capture receipts, leading to the need for manual verification of data. This can be time-consuming and frustrating, as it requires users to review each captured receipt and make corrections if necessary.
Default Print Setting Inconvenience: Some users have expressed frustration with the default print setting being letter size instead of A4. This inconvenience requires additional steps to adjust the settings each time a document is printed, causing delays and potential errors in printing.
Limited Search Parameters: Many reviewers have mentioned a desire for more advanced search parameters, particularly the ability to perform wildcard searches. The current search functionality may not meet their specific needs in finding documents effectively. They feel restricted by the limited options available and would benefit from more flexible and comprehensive search capabilities.
Users of DocLink have provided several recommendations based on their experiences with the software. Here are the three most common recommendations:
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DocLink is highly recommended for businesses looking to reduce paper usage and improve efficiency in appointment times and travel. Users have found that the software allows for seamless storage and organization of documents, resulting in less reliance on physical copies and faster access to important information.
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For users seeking a simple and effective document storage solution, DocLink is often seen as a good option. However, some reviewers caution that it may require more effort and time for inexperienced users to fully utilize its features. Nonetheless, for those with a basic understanding of document management systems, DocLink can provide efficient storage and organization capabilities.
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Many users appreciate DocLink's speedy upload and storage capabilities for work papers or reports. The software allows for quick file sharing within a company, making collaboration easier and more efficient. It is important to note that some users advise caution when making changes to files before sending them to others, as it may limit the ability to make further edits.
Overall, while DocLink offers advantages such as reducing paper usage, improving appointment times, and facilitating document sharing within a company, it may not be as convenient for beginners or small companies. Thorough communication during set up and implementation is advised, especially for those who may require more guidance. Additionally, users experiencing issues with seamless integration between DocLink and other software platforms may want to consider alternative options like DocuWare software.
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Reviews
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May 19, 2022
DOC.Link Software Review
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
- Customer support
- Helpdesk
- Email
- Electronic signature
- Document classification
- Compliance Tracking
May 12, 2022
DocLink - beyond the document management
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
- Capturing the different types of documents
- Creating different workflows on document by providing proper access.
- Storing the documents securely and accessing them easily with the help of different cloud storage solutions provided by DocLink.
- Less paperwork
- Tracking and storing the important documents effectively.
- Handling the different types of documents.
Haven't used other software like DocLink.
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!
- Easily completing expense forms
- Document approval tracking
- Workflows for documents that need approvals
- 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.
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 at any other software.