DocMinder Project Management Software
Word-Tech’s DocMinder is a cloud-based or on-premise project management solution that uses clients’ existing email systems to automate project follow up and collaborate with oversight from calendars and reporting. It manages project tasks throughout their life cycle, allows user’s real-time oversight from PCs, tablets or smartphones and integrates with document management systems including SharePoint and Shared Drives.
DocMinder notifies users of tasks through automated email follow-ups until closure with escalations. If someone leaves the organization or goes on an extended leave, tasks can be transferred to someone else; procedures can be created on an as-needed basis with the solution’s visual workflow. Users can export real-time reports to excel, CSV, PDF or HTML formats. DocMinder’s calendar and reporting system are centralized, so users can see who is doing what including accompanying documents and related comments. Other features include contract lifecycle, legal request, contract management, invoice review and matter management.
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Home -
Reports -
Calendar -
New project request -
ABC contract
Supported Operating System(s):
Web browser (OS agnostic), Windows 8
4 Reviews of DocMinder Project Management
Suraj from ITG
Specialty: Accounting
August 2016
August 2016
Email notification helps users keeping track of tasks
Likes Best
The best feature about DocMinder is their notifications regarding the tasks. Users can be notified easy about the tasks assigned and they can track the things very easily.
CSV and PDF reports helps with reviewing the data as required. Filters can be applied to CSV reports to see custom reports.
Likes Least
The interface is not very good and looks old. Interface can be designed well so it has better user interaction.
Recommendations
The tool helps out users keeping track of their activities. The reporting and alert system works well. It can be tried out and see if you can get help with managing your activities.
Pavita from Hall Capital Partners
Specialty: Financial Services
May 2015
May 2015
Efficiency booster
Likes Best
The product makes our lives so much easier by eliminating the individual tracking and reminding on the frequent, large scale surveys that we have to do within our firm.
The vendor is very responsive to our needs and is very willing to work with us to find workable solutions.
Likes Least
I don't really have any dislikes of the product or vendor.
Recommendations
Do an actual trial and if you can't figure things out on your own, ask your vendor to help. They were instrumental in helping us learn to use the product correctly.
Fred from Garland Power and Light
Specialty: Other
March 2015
March 2015
DocMinder Capabilities
Likes Best
This product can help ease the burden of following and tracking items from any realm of the business. It can be used to track progress of a project to reminding the appropriate people to take action on items that are not routine and could get lost in the shuffle.
Likes Least
Currently the product takes some training and use to become familiar with typical day to day use. It needs to be made more user friendly to get extended use by many.
Recommendations
Look at your broad range of needs and see if you can use this product to manage the activity of your operation. The vendor is willing to listen and can advise you on how to use or modify the product to help in many areas.
Jon from Ascertus
Specialty: High Tech
March 2015
March 2015
Very simple to install and easy to use.
Likes Best
We can now manage the contract review process to ensure we are not missing review deadlines, and using the dashboard we can see which tasks need escalating. Previously, we had to rely on the manual update of a spreadsheet, which was an administration nightmare, and occasionally we let things fall through the gap, which has proved costly. DocMinder allows us complete control over critical tasks and takes very little effort to administer.
Likes Least
Alerts are sent via email. Templates are provided which appearance-wise could be improved. We understand, however, that WordTech are making improvements in this area.
Recommendations
Let your imagination run riot. DocMinder can be used for so many areas of our business for example to manage tasks such as new hire, employee appraisals, project management, contract review and document approval.
