Workflow & Document Processing

Storing documents is just the beginning – workflow provides visibility and control for vital document processes

DocLink’s configurable workflow is more than a digital inbox. It manages the entire lifecycle of your critical documents and data.

  • Workflow

    Configurable workflow moves documents through your organization based on your procedures while maintaining visibility throughout the process.

  • Notifications

    Email notifications keep your users informed and on task. Select the notifications that work best for you including alerts when documents are ready for review, documents are overdue, or a daily summary report is available.

  • Automation

    Automate workflow processes based on document data, approval rules, or as a scheduled task.

  • Smart Forms

    Some workflow procedures necessitate the capture of data throughout the process. A Smart Form can be used to present the user with appropriate data fields, enforce data validations, and move information through the workflow process.

Learn more about how Doclink will work for you

“We can now process an ever-increasing volume of invoices and payments without hiring another accounting clerk, saving us $40,000 annually." Becky Hanttula, Thornburg Investment Management

Customer Stories

  • Customer stories

    Citizen Potawatomi Nation

    Overseeing more than 29,000 enrolled tribal members and several businesses, the CPN maintains a very large presence easily with DocLink.

  • Customer stories

    Truliant Federal Credit Union

    Truliant went from paying 70% of their invoices on time to 99.9%, processing 1,000 invoices monthly with just one AP employee.

  • Customer stories

    Sta-Home Health & Hospice

    Sta-Home’s 39 remote locations resulted in 15,000+ HR documents monthly and $50,000+ annually in courier and storage fees. With DocLink, these are no longer an issue.

  • Customer stories

    American Fruits and Flavors

    DocLink cut down AR time by 90% and allowed AFF to grow without adding staff.