DocTract

RATING:

4.9

(18)

About DocTract

The Policy Management Cloud solution from DocTract is purpose-built to manage the entire life-cycle of Policies and Procedures for any organization and for any size. Automate each step in the Policy Management process including document versioning, collaboration, approval, publishing, attestation, and training. Built on an advanced technology platform providing features designed specifically for Policies and Procedures, DocTract provides an intuitive configurable interface that minimizes training time and complexities. Even with a high level of automation and simplicity, DocTract provides the compliance required by many organizations, including version control, full audit trails, electronic signatures, and access security. Need to publish documents to the g...
DocTract training maintenance screenshot

DocTract Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for DocTract

1 - 5 of 18 Reviews

Anonymous

51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

DocTract

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.

Reason for choosing DocTract

Full feature usability is present with Doctract.

Star

Non-Profit Organization Management, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2023

Great System for Managing Policy and Any Other Documents

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.

Reason for choosing DocTract

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

Katrina

Mental Health Care, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2023

A User Friendly Policy Management System

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.

Aaron

Public Safety, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

A document management system that just works!

We are using the system to ensure that employees review and attest to certain documents. Additionally, this product provides and excellent solution for cataloging and accessing policies/procedures, directives, job descriptions, etc.

PROS

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.

CONS

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.

Reason for choosing DocTract

Doctract cost/benefit of this product is exceptional. This system is very robust and affordable all at the same time.

Nick

Government Relations, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

DocTract Review

PROS

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.

CONS

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