DocTract

DocTract

Comments: Customer service has been incredible. This is true from the initial contact and demo, through the implementation process, and finally to deployment. We were given easy and simple instructions all along the way which has made using DocTract very easy.

Pros:

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.

Cons:

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.

Great System for Managing Policy and Any Other Documents

Comments: Our organization has been using DocTract since May 2021 and I highly recommend it. In selecting a solution for our policy and procedure needs, we evaluated many (15) similar solutions. DocTract provided the best combination of features, flexibility, affordability and service. Our non-profit grew from one location to 45, but our systems for managing policy and procedure, forms and regulatory documents had not kept pace. We needed a solution that would not only store and distribute our documents, but would also address the bigger lift - helping our department heads manage the review and revision of those documents without the benefit of a dedicated "policy" team. The system is easy to use and very streamlined, particularly for the end user - which is 95% of the people who access the system. If it isn't easy and intuitive, they just won't use it. Document owners can easily collaborate with subject matter experts within the system and we were able to build defined workflows for each department to ensure that every policy is reviewed and approved by the right people. Support is CRITICAL and has been excellent from my first contact with the company to present. We have a dedicated rep who is readily available whenever we have questions or are looking for the best way to structure our processes or utilize the system. The system is also in active development for improvements with features being added and enhanced regularly.

Pros:

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.

Cons:

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 Considered: Policy & Procedure Management, PolicyHub, PowerDMS, ConvergePoint Policy Management, DynamicPolicy and PolicyTech

Reasons for Switching to DocTract: DocTract provided the best combination of features, flexibility, affordability and service.

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

Comments: 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.

Pros:

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.

Cons:

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

Alternatives Considered: Trainual

Reasons for Switching to DocTract: Trainual did not have the majority of the features my team needed. There was no customizability.

A User Friendly Policy Management System

Comments: 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.

Pros:

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.

Cons:

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.

Powerful Document Management

Pros:

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

Cons:

Complexity, adaptation and customization limits.