Name: DocLink
Rating: 5.2 (15 reviews)
Author: Altec

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Mobile App Development

Push Notifications

Software Repositories

WebOps

Development

Business Intelligence (BI)

Collaboration

Contract Management

Data Analytics  and BI Services

Data Discovery and Visualization

Document Management

Embedded Business Intelligence (BI)

Org Chart

Procurement

Project Portfolio Management

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Cloud Storage

Data Center Virtualization

Data Virtualization

Database Load Balancing

Desktop Management

Desktop Outsourcing

Firewall Security Management

Fraud Detection

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Smart Contracts

Technology Business Management

Tower Servers

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Digital Asset Management

Email Marketing

IP Geolocation

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Quote to Cash

Sales

Animation

Construction Workforce Management

Dental

Digital Forensics

Insurance Policy Administration Systems

Medical Billing

Smart Cities

Vertical-Specific

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### Document Management and Storage
Users generally praise DocLink for its robust document management and storage capabilities. They appreciate the ease of organizing, storing, and retrieving documents efficiently. The cloud-based platform and secure document storage features are highlighted as key strengths. Some users suggest improvements in integration with ERP software and performance enhancements for automated processes. Despite minor concerns, overall sentiment leans positively towards DocLink's document management and storage functionalities. (Source Reviews: [1](https://www.trustradius.com/reviews/doclink-2022-05-11-10-19-50), [2](https://www.trustradius.com/reviews/doclink-2022-05-19-14-36-20), [3](https://www.trustradius.com/reviews/doclink-2022-05-11-04-09-09), [4](https://www.trustradius.com/reviews/doclink-2022-05-10-05-14-15), [5](https://www.trustradius.com/reviews/doclink-2022-05-09-11-00-09), [6](https://www.trustradius.com/reviews/doclink-2022-05-17-04-00-09), [7](https://www.trustradius.com/reviews/doclink-2019-05-08-13-48-46))

### Document Scanning and Conversion
Users consistently praise DocLink's document scanning and conversion features. The reviews highlight the ease of scanning paper documents and uploading them effortlessly, as well as the ability to convert documents into various file formats. Additionally, users appreciate the functionality that allows for proper access control, effective retrieval of documents from any device, and the creation of custom folders for organized storage. DocLink's document scanning and conversion capabilities seem to be a strong suit, providing users with efficient and secure document management solutions. (Source Reviews: [1](https://www.trustradius.com/reviews/doclink-2022-05-10-05-14-15), [2](https://www.trustradius.com/reviews/doclink-2022-05-09-11-00-09), [3](https://www.trustradius.com/reviews/doclink-2022-05-11-10-19-50), [4](https://www.trustradius.com/reviews/doclink-2019-05-08-13-48-46))

### Workflow Automation and Efficiency
Users generally appreciate DocLink's workflow automation and efficiency capabilities, highlighting its ability to streamline business processes and eliminate manual tasks effectively. While some users find the workflow creation module complicated and the search parameters limited, overall, DocLink is praised for its contribution to increased productivity and efficiency within various departments such as accounts payable, accounts receivable, and human resources. The consensus leans towards DocLink being a valuable tool for automating processes and enhancing workflow efficiency in diverse business settings. (Source Reviews: [1](https://www.trustradius.com/reviews/doclink-2022-05-11-04-09-09), [2](https://www.trustradius.com/reviews/doclink-2022-05-11-10-19-50), [3](https://www.trustradius.com/reviews/doclink-2022-05-19-14-36-20), [4](https://www.trustradius.com/reviews/doclink-2022-05-17-04-00-09), [5](https://www.trustradius.com/reviews/doclink-2022-05-10-05-14-15), [6](https://www.trustradius.com/reviews/doclink-2019-05-08-13-48-46))

### Accounts Payable and Receivable Management
Users' feedback on DocLink's accounts payable and receivable management functionalities varies, with some praising its ability to streamline processes and enhance efficiency in handling payable accounts. However, others express concerns about certain limitations or challenges they have encountered when utilizing these specific features. It appears that the effectiveness of DocLink's accounts payable and receivable management capabilities may depend on individual user needs and expectations. (Source Reviews: [1](https://www.trustradius.com/reviews/doclink-2022-05-11-04-09-09), [2](https://www.trustradius.com/reviews/doclink-2019-05-08-13-48-46))

### Expense and Time Management
Users consistently highlight DocLink's expense and time management features as key strengths, emphasizing the significant time savings and efficiency gains they experience. The ability to automate processes, such as expense tracking and approval workflows, is particularly lauded for reducing administrative burdens. Additionally, the integration of OCR technology for expense receipt processing is commended for its time-saving benefits. Users appreciate the ease of use and implementation of these features, noting that they contribute to enhanced productivity and streamlined operations within their organizations. (Source Reviews: [1](https://www.trustradius.com/reviews/doclink-2022-05-10-05-14-15), [2](https://www.trustradius.com/reviews/doclink-2022-05-19-14-36-20), [3](https://www.trustradius.com/reviews/doclink-2022-05-11-04-09-09), [4](https://www.trustradius.com/reviews/doclink-2019-05-08-13-48-46))

Users of DocLink have provided several recommendations based on their experiences with the software. Here are the three most common recommendations:

1. 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.

2. 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.

3. 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.

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.

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.

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

Power PDF Advanced

Power PDF Standard

Power PDF for Mac

Power PDF Business

Google Drive is a cloud file storage, synchronization, and collaboration platform and service, that features Google Docs, Sheets, and Slides for document editing and presentation.

Basic

Business

Google Drive

DocLink

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

AP Approval Process using DocLink by Altec

Likelihood to Recommend

Performance

Usability

Ease of integration

Altec

Adobe Acrobat Sign

BrandYourself

Agile CRM

Marketing And Business Development Consultant

DocLink 2022-05-10 05:14:15

Archive360

Senior SEO Analyst

DocLink 2022-05-11 04:09:09

Accounts Payable Manager

DocLink 2019-05-08 13:48:46

Sage Intacct

Accounting Seed

DocLink 2022-05-19 14:36:20

DocLink 2022-05-11 10:19:50

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Erp software

Cloud based solution

Import data

Collaboration tools

Automated processes

Flow chart

Data and create

Offline access

Cost friendly

Manual process

Allows the user

Easy to use

Easy for users

Internally and externally

File format

Mobile and desktop

Drag and drop

Download and upload

Order to create

Email address

Home

Document Management Systems

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.

BrandYourself, Adobe Acrobat Sign, Agile CRM

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.

Easy to implement.
Highly secure.
Cloud based platform.

Eliminate manual process.
Increase work efficiency.
Easy to implement saves productive time.

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.

Our team is so much more productive with a very minute amount of "missing" documents in relation to using an archaic paper filing system.
We have essentially eliminated the need for an outsourced secured document storage company.
Our AP and Accounting teams have access to every document that we've scanned into DocLink since we began using the program, thus creating a highly efficient, stress-free work environment.

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.

Document filing.
Document management and organizing.
Document archiving and searching.

Times saver for searching documents.
Saving older document as archives.
Sending hundreds of documents in a very little time.

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.

DocLink

Overview

What is DocLink?