Skip to main content

Document Management

Personable Inc. — Workflow DMS & SmartLink 5.1

800-688-4281

From the July 2009 Review of Document
Management Systems

SourceLink
is a niche solution focused on direct integration with QuickBooks and Microsoft
Office Accounting. The team at Personable continues to expand the breadth and
depth of functionality. This year, they have released WorkFlow DMS, which can
be used independent of SourceLink.

USABILITY:
The primary interface for SourceLink is through QuickBooks (QB) and Microsoft
Office Accounting (MOA). Files are tagged to specific transactions such as accounts
payable, customer invoices, etc. When you are viewing a specific QB/MOA transaction
screen, you can add a file or scan a document and link it directly to that transaction.
You can also view the documents while you are entering the transaction, which
is extremely helpful since transactions are traditionally entered directly from
paper source documents.

FILE ORGANIZATION/MANAGEMENT:
The primary method for organizing files is through the linking to the QB/MOA
transactions described. Therefore, searching for transactions in QB/MOA is going
to drive the process. You do, however, have the ability to search for documents
directly in SourceLink via the filename.

INTEGRATION:
The key integrations are with QuickBooks and Microsoft Office Accounting as
described previously and the new Workflow DMS module. This new module is a big
step forward for Personable to expand the functionality to manage the movement
of documents through the office. The system provides an easy-to-manage workflow
routing tool that graphically displays the routing path you have established
for a particular type of document.

Direct integration with Outlook is provided to send and receive documents
directly via SourceLink. There is no direct link to any audit or tax programs
available.

RELATIVE VALUE:
The primary value in SourceLink is the direct integration with QuickBooks/Microsoft
Office Accounting transactions. If you have a significant QuickBooks/Microsoft
Office Accounting practice, you should take a closer look at how SourceLink
can enhance your ability to manage the source documents. The new Workflow DMS
module provides a nice tool for taking your paper workflow routing to a paperless
model based on rules. Pricing for SourceLink is $229 for the workstation edition.
The five-user server pack is priced at $729, and the 10-user pack is $1,229.
An optional maintenance program is available for upgrades and technical support.

2009 OVERALL RATING: