Document Locator Software


 

Document Locator is enterprise document management software that is uniquely integrated into Microsoft Windows. The platform is integrated with Microsoft Office and other business applications, and works directly inside of Windows Explorer to appear like a shared folder with document management features embedded within.

Document workflow, paperless scanning, email management, and version control are built in. The system also converts scanned paper to searchable digital files and electronic forms are used to transform processing with digital capture, routing, and approval. Security based on the Microsoft NT security model protects information and detailed audit logging captures a record of every action that occurs.

Users have access to training classes, online training media, a customer portal, and custom-tailored professional services. Document Locator can be deployed on premise using Microsoft SQL and Windows Server, or it can be run as a cloud solution. The system is available by subscription or can be purchased in perpetual licenses.

 

Supported Operating System(s):
Windows 7, Windows Vista, Web browser (OS agnostic), Windows 8

10 Reviews of Document Locator

 

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Software Advice Reviews (6)
More Reviews (4)

Showing 1-6 of 6

Jasmine from Lake County
Specialty: Education
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Awesome Software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Extremely easy to use and glad that I was introduced to this product by my coworker. Definitely makes life a whole lot easier.

 
 

Keith from Wisconsin Public Service Commission
Specialty: Public Sector
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Excellent Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Customer representatives have a great relationship with the Public Service Commission of Wisconsin which makes to the support for this product great. Once again a product is only as good as its support team.

Pros

A software product is only as good as the support you can get from the product. This last weekend I was upgrading the Document Locator backend database from SQL Server 2014 to SQL Server 2016 SP1. I called Columbiasoft to let them know during the week what I was doing. In return, they emailed me steps to take when migrating to a new SQL Server failover cluster and gave me instructions on what to do if I ran into issues. I did not expect to run into issues but did on Saturday and sent Columbiasoft an email. The turn around to a reply was sooner than I expected. Rep walked me through some standard checks. The main correction we made was changing the DLRepcatalog database owner to cssadmin. The best news is I still left before 1:00 pm on Saturday giving me enough time to buy my 2010 Ford F-150 to start the camping season.

Cons

This is a hard one in that this product matches our business requirements. That said we use a lot of custom action steps and there are times I wish the documentation on customer action steps would be easier to understand.

 
 

Carol from Blackstone Valley Community Health Care
Specialty: Healthcare
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Document Locator

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The best thing about this software is the integration with Microsoft Office products. It is one of the main reasons we chose it.

Cons

We are still at the beginning stages of implementation so I currently do not have any cons. I hope the rest of the implementation goes as smooth as it has so far.

 
 

Austin from IdealU
Specialty: Software / Technology

September 2016

September 2016

Mobile access helps managing docs while travelling!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

The best feature about Document locator is Drag and Drop from other applications. Drag and Drop makes it really easy for people who want to work quickly.
Mobile access helps me managing docs from anywhere even when I am travelling.
Good application to help out!

Likes Least

I would like the docs to be integrated with third party CRM like Pipedrive. It will help managing all docs from a single locations and I would not need to keep multiple copies.

Recommendations

Good application to help out with documents. Can be accesses from Mobile easily. The interface is clean and simple which helps out using it effectively.

 
 

Alan from Ftech int.
Specialty: Manufacturing

August 2016

August 2016

Outlook integration is great for emails

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

I used document locator with 1 of my previous job and started using it since then for personal use. The best feature we like about Document locator is the email management using my favorite software "outlook". It helps with a number of other features including PDF conversion, Document preview etc.

Likes Least

The interface is little bit sloppy and need to be worked upon.

Recommendations

Good tool to work upon. Can be integrated with office and windows and help with documents management easily.

 
 

Nicole from ITHACA
Specialty: Manufacturing

August 2016

August 2016

Great reports with Document locator

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

Easy to use tool with good reporting options. Reports can be filtered to get custom data. It also has the option to see usage metrics.
Notifications can be scheduled for missed tasks. It helps users to review the assigned documents.

Likes Least

Functionality can be defined specific to the users. If there would be a super admin role which can assign various modules based on user type, it will help to only see required screens.

Recommendations

It's an easy to use tool to help with a number of tasks in offices. Documents can be converted to PDF easily and can be managed and organised well.

 
 
 
Showing 1-4 of 4

Cheryl from Dakavia
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

DL - makes like easier

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Document Locator¿s Windows integration makes the system particularly easy to use. I also like the fact that we can access our files online in a browser and on our mobile phones. It super easy to find any file we are looking for because everything is searchable. The support team is very helpful. They always answer the phone whenever we have a question or need help.

Pros

Searchable files, Simple access, Customer support

Cons

changing user passwords

Source: Capterra
 

Ryan from Lime Energy

February 2017

February 2017

Excellent Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The software is beautifully complex and pretty flexible. I can make it do a range of things out of the box and also easily customize it to do non-standard functions. The real benefit of the software though is the support. The support people are fantastic about getting you an answer to (sometimes dumb) questions and doing it incredibly quickly. I'm been faced with plenty of challenges and they've always done their best to give me a reasonable expectation of what I'm about to walk into, if not giving me the answer outright.

Source: Capterra
 

Michael from Andron Construction Corp.
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2016

August 2016

Highly customizable DMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Highly customizable document management system. Integrated into Windows OS for seamless end user experience. Best customer support in the industry.

Source: Capterra
 

Troy from Horizon House

September 2015

September 2015

Most practical, useful, cost effective software I have ever purchased in 16 years as a network admin

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

As a network adminstrator for a large nonprofit retirement community it was my responsibility to take the business as paperless as possible. Document Locator is by far the best software I have found to do this. It is also the easiest to use and most important to a nonprofit company the most cost effective software I have ever purchased in my career. We use it for document archival, and work flows in Accounting, Marketing, and HR. and eventually every department will be using it. the customer service at Columbiasoft is also the best I have ever come across in my career.

Source: Capterra