DocTract

Great document management

Comentários: Company contact is prompt and clear in correspondence.

Vantagens:

Excellent policy management with straightforward setup and usability. On the user side it is easy for employees to find what they need using keywords or organized labels. On the administrative side the team can collaborate, track revision changes and watch trends in user use.

Desvantagens:

You cannot edit the revision number. Some minor edits such as spacing or a font change should have the option to keep the revision number the same.

Powerful Document Management

Vantagens:

Centralization, automation, version control, compliance, collaboration and security.

Desvantagens:

Complexity, adaptation and customization limits.

A User Friendly Policy Management System

Comentários: DocTract has significantly our organization's ability to locate and manage policies and controlled documents. Our implementation took longer than expected, but overall we are satisfied with the end result. We appreciate that DocTract is receptive to suggestions made; and we have seen some of our suggestions implemented since becoming a customer.

Vantagens:

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.

Desvantagens:

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.

Why I'd recommend DocTract to any organized soul...

Comentários: Honestly, I've never enjoyed working within a system more. Onboarding was foolproof, they walk you through setting up your business step by step. Their team is super helpful and knowledgeable. The system is simple to navigate. 10/10.

Vantagens:

I love how easy it is for my team to search for important documents and for me to be able to make changes to them. Also, I LOVE that their system keeps tabs on previous versions, so if we need to revisit how something was done in the past, we can easily locate that information.

Desvantagens:

I wish the search tool was the same on the back end as it is on the front end!

Alternativas consideradas anteriormente: Trainual

Razões para mudar para o DocTract: Trainual did not have the majority of the features my team needed. There was no customizability.

A clear choice for an elevated document management experience

Comentários: Our financial institution was looking for a modern, easy to use, employee friendly policy environment to transform how our organization, views, uses and updates policy. DocTract became our partner to deliver this experience to our employees. From mapping requirements, training, implementation and launch DocTract has created a top notch experience, and they continue to be present and committed partners.

Vantagens:

From the first demonstration, DocTract provided an elevated experience for both administrators and employees and was the clear choice for customization and document management. In the ever-changing regulatory landscape, it is reassuring that our technology allows us to keep both our policies and supporting documents up to date and easy to use for our employees. A key feature for our institution is the audit trail, this allows an organization of our size follow and understand the policy changes, when they were made and by whom.

Desvantagens:

Although we had some items on our wish list that weren’t necessarily available at the time of launch, DocTract has been open and amenable to our requests and suggestions and keeps us updated on any new developments.