KwikTag is a document management software offering from ImageTag. It includes features such as allowing users to hack through repetitive, manual tasks and document clutter and automate document and data workflow. and Additionally, KwikTag allows users to intelligently organize paper and electronic documents to inform business decisions and deliver instant auditability from a web browser or within Microsoft Dynamics ERP..
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M‑Files
Score 8.9 out of 10
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M-Files is a platform for knowledge work automation. M-Files helps knowledge workers to find information faster, work smarter, and achieve more. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence that enable customers to eliminate information chaos, improve process efficiency, and automate security and compliance. By embedding automation and GenAI into its core, M-Files' platform not only increases efficiencies…
Works fine for accounting but we've found workflow capabilities are limited for those who aren't using our accounting system. License seats need to be concurrent instead of user specific.
M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.
It would be nice if we could automatically email invoices from KwikTag to responsible parties for approval.
Need to provide a web interface that doesn't use up a license seat so other members than KwikTag users can view documents that go with what's been charged to their budget.
More user friendly customization options that do not require knowledge of coding/scripting. For example, prompting the creation of a new document from a template in a workflow.
When using the 'insert property' feature in a Word doc, I would love to convert dates from a mm/dd/yy format to be written out (such as September 21, 2018). Or possibly even just to pull the year or the month from a selected date to insert into a document.
I've often wished that I could find more detailed tutorials online for some features.
M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.
It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.
I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.
Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.
The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.
We use Laserfiche for our legal and membership services departments. Laserfiche is a full blown workflow and document management system that runs on our own SQL server. Therefore we have much more control of how it's set up and we can customize it more easily.
I've compared recently with Box, but they still predicate their storage on WHERE instead of WHAT, which means if it isn't in a specific folder, you won't find it. Some documents may relate to multiple projects. In M-Files instead of putting a copy of a file in many folders (thus having many copies) you can build out the relationships, so there is only 1 copy of a document which prevents multiple "originals" from being developed separately.
The price we pay for M-Files is about one third less than the price that we were paying our previous vendor plus we have a custom-built amazing dependable system with great support.
From a compliance and legal standpoint, our policies are always available to end users including easy access to previous versions.
