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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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- 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 |
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| Mobile Application | No |
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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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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.
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 company. This process was very time consuming, very disorganized, and quite cost prohibitive. DocLink has allowed our AP and Accounting teams to be much more involved with document management, creating a greater sense of ownership in their positions and a much more productive work environment.