DocLink Features
File Management (16)
Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
Web Interface
Ability to access documents via a web interface without a client being installed on a device
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Can easily find files via a simple and/or advanced search
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 15 DocLink reviews.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. This feature was mentioned in 16 DocLink reviews.
OCR Scanning
As reported in 15 DocLink reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file. This feature was mentioned in 13 DocLink reviews.
Collaboration
Multiple users can collaborate on document creation, annotation, and review. This feature was mentioned in 15 DocLink reviews.
Document Assembly
Autogenerate documents based on templates and form submission. This feature was mentioned in 16 DocLink reviews.
Form Creation
As reported in 15 DocLink reviews. Able to create and manage submittable user forms.
Portals and Sites
As reported in 15 DocLink reviews. Able to create user portals and sites.
Search
Based on 16 DocLink reviews. Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. This feature was mentioned in 15 DocLink reviews.
Mobile Apps
As reported in 14 DocLink reviews. iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Collaboration (2)
File Sharing
Based on 10 DocLink reviews. Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Administration (3)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. 10 reviewers of DocLink have provided feedback on this feature.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Security
Stores and transfers files in secure environment
Platform (9)
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. This feature was mentioned in 14 DocLink reviews.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 17 DocLink reviews.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage. 16 reviewers of DocLink have provided feedback on this feature.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. 16 reviewers of DocLink have provided feedback on this feature.
APIs
As reported in 14 DocLink reviews. Enables custom integration to external systems.
Workflow (5)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. 15 reviewers of DocLink have provided feedback on this feature.
Conditions
Based on 16 DocLink reviews. The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
As reported in 15 DocLink reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. This feature was mentioned in 16 DocLink reviews.
Case Management
As reported in 14 DocLink reviews. System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Invoice Management (3)
Capture
Provide features to capture invoices such as import or scanning
Supplier Portal
Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (3)
Matching
Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments
Workflows
Include workflows for approvals and invoice processing
Analytics (2)
Due Dates
Track invoices based on due dates to identify overdue payments
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Integration (2)
Accounting
Provide integration with accounting and financial management software
ERP
Deliver integrations with accounting modules of ERP systems
Recovery (1)
Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown
Fraud (1)
Data Generation
Generates comprehensive data needed to conduct a thorough investigation
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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