Avis clients sur DocTract

Avantages

DocTract has been a pleasure to work with. The product really delivers everything that we were promised. It's refreshing to know that we can count on the platform to meet all of our needs.

Inconvénients

No improvements needed. We've used the platform and haven't found anything to improve. The learning curve is small since the platform is very intuitive to use.

Avantages

Ease of use, clean interface for end users, value, support, single sign on capabilities, full audit trail, collaboration abilities, attestation and testing features with verification, ability to link files in virtually any format including tutorial MP4s, durable links that always point to the current published document.

Inconvénients

Nothing's perfect, but on balance, DocTract has been a great tool for us and I haven't regretted my decision to go with them over the other options we investigated. I'd have liked the ability to bulk publish our existing policies during the initial upload, but we were able to find a workaround that made that first publishing process mostly painless.

Alternatives envisagées 

PolicyHub

Pourquoi passer à DocTract

DocTract provided the best combination of features, flexibility, affordability and service.

Avantages

It's an easy to navigate system for end users. Strong customer support has made the process of customizing the system to meet our needs possible.

Inconvénients

At first glance, the system is user friendly; but in the backend and from a document owner perspective, it's not overly intuitive. Training and support is required to make it your own. There are a lot of options in the menu tab that are not intuitive, and regular customer support has been necessary to learn all the different features of the product.

Avantages

We implemented DocTract at our agency nearly two years ago. The implementation of this was very easy and the DocTract team supported us each step of the way. DocTract has become a pivotal solution for us, and it is used daily by all of our staff members. From policy attestation to policy revision, DocTract offers an easy-to-use interface that even non-technical users are able to use.

Inconvénients

I would like to see DocTract continue to develop the test feature that is currently offered.

Avantages

This product provides significant customization and is extremely scalable. Additionally, the system is very easy to use with a wide range of devices (PC/Mobile Devices). Because Doctract utilizes Microsoft Azure there are assurances that your information will be secure and fully compliant. Finally, the customer service/IT support was excellent throughout the implementation and continues to be exceptional throughout daily use.

Inconvénients

The product is very in depth and can be overwhelming at times. However....this comes with the territory of document management systems. When you are trying to manage multiple departments, job roles, and document types, the system has to be in depth and thorough.

Avantages

I liked the interface and ease of use with building workflows and the customization available. The ability to edit documents with ease while capturing the history has also been really great.

Inconvénients

I would love it if there were more bulk features within the tool. Being able to edit something in multiple documents at once would be a great addition in the future. For example, applying specific owner groups to multiple documents would be a nice to have feature.

Avantages

Before using DocTract we stored all of our policies and procedures internally in folders. It was an impossible system to manage and even more difficult for our staff to find what they were looking for. Now with a simple search feature, our staff can find what they are looking for wherever they may be caring for patients.

Inconvénients

The most difficult thing that we discovered was having to convert our pdfs into word documents

Avantages

The system was introduced early on and this has proven to be a great advantage for us as a regulated financial services firm. DocTract has allowed us to keep audit and track policies throughout their lifecycle and provide accurate details to our regulator and auditors. DocTract performance and availability has been excellent so far.

Inconvénients

DocTract is constantly improving and delivering new functionality - e.g. Binders. I would like to see this continue.

Avantages

DocTract is an easy to use policy management system. The product does a great job of integrating the policy revision/creation process with the public facing portal. I particularly like the integration with Word and the workflow feature. The product is also a good value.

Inconvénients

I think the product is a bit "click" heavy. Meaning you have to do a lot of clicking to get a policy posted.

Avantages

Document management to collaborate and update documents, attestations and training. Ease of use, intuitiveness, and price are excellent. Ability to use a code to change company name and logo so policies and forms can be used for our joint ventures and other companies.

Inconvénients

There is no specific function or capability I like least. It is a great tool. A capability I would like to see in the future is to print all policies as a manual.

Avantages

It's a excellent software with powerful features for document management solution. DocTract offers advanced security features to easily share your sensitive documents with your team. It also has great customer support if you stuck any ware in the software they will guide you instantly.

Inconvénients

All Software has some disadvantage but I can say that DocTract hasn't any major issues as per my usage of the software.

Avantages

The policy portal and public-facing option has been most impressive so far. The portal(s) are easily searchable by our employees and clients and greatly simplifies how we manage this type of document distribution.

Inconvénients

Honestly, I am not a huge fan of the aesthetics of the management interface. It is very busy and has a rainbow of distracting colors.

Avantages

Our policies were previously housed in large PDF formats which were difficult to update. DocTract's cloud-based platform has made housing, updating, and maintaining policies and procedures much easier and efficient.

Inconvénients

We do not have any comments with regards to cons.

Avantages

The tracking of revisions and ease in having collaborators on policy updates. The yearly review is a simple process

Inconvénients

Managing the approvers to ensure completion is completed is not able to handled as an administrator. The managers have to do the follow-up.

Avantages

Excellent to work with during implementation and responsive customer training/support. DocTract makes it much easier to complete policy revisions.

Inconvénients

Choices of more subdued color palettes on the main screen would be beneficial

Avantages

The simplicity of uploading and viewing documents, and all the controls that are in place to customise to our needs.

Inconvénients

There really isn't much I can say that I dislike about DocTract. It's been a great solution for us.

Avantages

The product is easy to configure and set-up for initial use. The feature set is "rich" for a product of this type while minimizing complexity. It is a great value.

Inconvénients

We are anticipating expanded reporting capability.

Avantages

DocTract is an excellent Policy Management solution with easy setup and usability.

Inconvénients

None. Product exceeded our expectations.