DocLink vs. FileInvite

DocLink is a very effective program for processing and maintaining files. It allows the user to scan invoices and documents into the program and move each file throughout the enterprise as necessary for review, approval, notification, etc. It eliminates the need to spend countless hours manually filing paper documents, reduces the need for filing cabinets, reduces issues with missing or misfiled documents, and creates a much more organized and efficient system.

Incentivized

Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team

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• 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.

Incentivized

• Nice and simple software.
• Fairly simple from the user side.
• Easy to use and communicate with clients.
• Very easy to work with, excellent customer service and always available when needed.

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• 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.

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• Some clients complain about the number of emails they receive from the automated system.
• Some tasks are more complicated than they should be.
• Some clients have voiced their concerns about how complicated the system is on their end.

Incentivized

DocLink is VERY user-friendly! The daily functions are easily taught to non-financial individuals. It's easy to understand and easy to manipulate with a simple, functional layout. The Administrative module is not too complicated, but it would be more effective if there was a more thorough "help" section or an online forum for users. All of my knowledge is self-taught, trial and error, but it would be helpful for a new user to have an online resource to address questions or issues.

Incentivized

Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.

Incentivized

DocLink is quite reliable and effective. Scanned documents are easy to read with very slight loss of integrity. Pages load quickly with occasional lag loading very large files. We use DocLink with MS Dynamics SL, and the two systems perform well together without much interruption or ambiguity in the process. One issue we have is in relation to the number of licenses and issues we have when a session will not close upon exit, thus suspending an available license rendering it unusable. Although very infrequent, IT has had to manually "end" a session to clear the license.

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It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.

Incentivized

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.

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There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.

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• 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.

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• Positive feedback from clients and employees who have used this vs Docusign.
• Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.

Incentivized