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Great tool but work out your business processes first!
May 12, 2022

Great tool but work out your business processes first!

Adeline Garman BA (Hons) DipM MCIM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with 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.

Do you think DocLink delivers good value for the price?

Yes

Are you happy with DocLink's feature set?

Yes

Did DocLink live up to sales and marketing promises?

Yes

Did implementation of DocLink go as expected?

Yes

Would you buy DocLink again?

Yes

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.