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DocLink

DocLink

Overview

What is DocLink?

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

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Recent Reviews

TrustRadius Insights

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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Pricing

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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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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

AP Approval Process using DocLink by Altec

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Product Details

What is DocLink?

DocLink Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(14)

Community Insights

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!

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:

  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.

Attribute Ratings

Reviews

(1-9 of 9)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Workflow process that provide control and approval of document.
  • Capture documents internally and externally
  • It should be cost friendly.
  • Support more framework
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Adeline Garman BA (Hons) DipM MCIM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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!
Pamela Dalton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Renae Clary | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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