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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocuGen enables the automatic creation of documents through various methods such as date selection, status updates, or with a simple button click thanks to its integration recipes. To generate a document whenever you need it, simply navigate to the DocuGen interface and click on the green “Generate document” button, after which your document will arrive in your email inbox in just a few seconds. Don’t forget to utilize the split view feature! By clicking on the monday.com settings icon (the gear located in the upper right corner of the board), you can enable Split View, which allows you to see a preview of the rows that will be included in your document. Additionally, you can refine which rows are displayed in your document by using the filter icon located at the top of the board view. As you select specific filter options, the split view will dynamically update to reflect the corresponding rows that will appear in your generated document. This functionality makes it easier to ensure that your document contains exactly what you need.

Description

Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari
monday AI work platform

Integrations

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari
monday AI work platform

Pricing Details

$25 per month
Free Trial
Free Version

Pricing Details

$500 per license
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DocuGen

Website

docugen.io

Vendor Details

Company Name

docuTRAK

Founded

1991

Country

Jordan

Website

www.docutrak.net

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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