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

Can be accesses from Mobile easily. The interface is clean and simple which helps out using it effectively.

To the most sensitive company information which often will requires remote access in the field under pressure situations.

I like the ability to offer individuals the rights and permissions to do their job efficiently. The search capabilities are robust.

Not compatible with iOS. No app available for use on ipads/iphones.

The webtool is very easy to use, which is the part most of my team uses. I love that I am able to customize the system to my company's needs, there are very few limitations to the customization.

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.

Support always answers questions within an hour or so, and the help cheerfully even with “dumb” questions.

Not only does Document Locator works seamlessly inside windows, it has a great API and is very easy to administer. Users generally don’t require more than about 15 minutes of training.

Overall has been a great software that has improved our document control process and improved our internal efficiency.

The Document Locator product stays up with technology and is simple to implement and utilize. Best of all their Customer and Tech support is fabulous.

And the few items that I originally though of as downfalls where simply my lack of knowledge.

The indexing is the best part, training was good. The employees in OR are calm and very nice to work with.

Each time we have received training, it has been informative, clear, and concise. Folder Structures and Profiles are great tools to allow us to work efficiently with consistency across departments.

Ve been administering my company’s Document Locator system for 8+ years. Never have I come up with a problem they couldn’t solve.

Its easy to configure to suite almost any need we have. And the way it seamlessly integrates with the Windows environment is outstanding for our users.

Meta data being returned from a Unix ERP system was not the easiest to change, constant testing.

I'm impressed by this one feature and recommend this solution because of this. Other user interface is available, but the shell integration is what sold me.

Overall I like a product. It keeps documents organized and easy to access.

Customer representatives have a great relationship with the Public Service Commission of Wisconsin which makes to the support for this product great.

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.

Mobile access helps me managing docs from anywhere even when I am travelling. Good application to help out.

It's great all our documents are in the same place, separated by department and easy to search. The periodic review and attestations are the most convience parts of the system.

Inability to set up customize reports that draw from all available fields.

Very user friendly product. Great demo and follow-up conference calls.

This can be missed during the process so the document ends up unfiled until this ommision is corrected.

The burden of determining redundancy or duplicate documents is on the users.

Have recommended PPM to both internal and external prospects. Many customers are impressed by the system during audits of our facility.

I have had two credit unions referred to me by Scott Dixon and I am happy to convey our positive experience. We are still very much in a learning curve.

Integration with Word and Excel. Consistent with program intent (tracking/updating).

Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.

I appreciate the updates to the application interface to make everything as easy to use for primary power users.

If you are looking for a solution that is simple to use, user friendly and will document/track your policies and procedures this is a very good application for doing this.

Chrome doesn’t safe information for both Logins. Having to repeatedly type in my credentials is unacceptable.

Good tracking of policy versions and archiving of retired policies. Use it for forms that are used regularly.

Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance.

At times, the upgrades are a bit difficult to complete. Also we receive emails regarding downtime, which should only be sent to those companies PolicyTech is housing.

Good platform when you want to track compliance.

My only complaint with this product would be the slow response I received from customer service a few weeks back.

Users have trouble setting up the system the first time to log in.

Not much to say about PolicyTech, if you have a need to host policies/procedures, and want to ensure employees are reading/signing them, then it is a solid choice to go with.

Great customer service support. One of the best we have ever experienced.

The software is very intuitive. It is a great tool for not only centralizing policies and procedures but also for implementing controls that help keep things up to date and accurate.

This vendor has good support team and provides quick responses. It can be helpful to manage images and video documents.

The product is very user friendly. If you let it, it will walk you thru the step by step build of a document.

Nice application as it helps creating documents for the clients.

US Dollar

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, reporting, 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.


The configuration of Document Locator makes it ideal for areas involving regulatory or compliance-related document control, such as ISO, FDA, HIPAA, or CAPA. The system is frequently used in areas of quality management, Human Resources, project management, contracts, manufacturing, and engineering.


Users have access to training classes, online training media, a customer portal, and custom-tailored professional services. Document Locator is available by annual subscription and can be deployed on-premise using Microsoft SQL and Windows Server, or it can be run as a cloud solution. An API is available for integration with other systems.



LongDescription

File Management

Commenting/Notes

Optical Character Recognition

Document Templates

Sarbanes-Oxley Compliance

Status Tracking

ISO Standards Management

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

FDA Compliance

HIPAA Compliant

Active Directory Integration

Change Management

Policy Management

Electronic Signature

ISO Compliance

Periodic Review

Single Sign On

Traceability

Approval Process Control

Policy Metadata Management

Document Capture

Environmental Compliance

Collaboration Tools

Automated Routing

File Recovery

Full Text Search

Template Management

Content Publishing Options

Data Import/Export

Offline Access

Process/Workflow Automation

File Conversion

Document Classification

Self Service Portal

Audit Trail

Version Control

Content Management

Configurable Workflow

Revision History

Information Governance

Security Auditing

Mobile Access

Compliance Management

Recruitment Management

Version Comparison

Attestation

Role-Based Permissions

Forms Management

Workflow Management

Document Coding & Control

Policy Creation

File Sharing

Alerts/Notifications

Employee Database

Reporting & Statistics

Version Rollback

Reminders

Document Check-in/Check-out

For Engineering Documents

Quality Control

Customizable Templates

Document Review

Benefits Management

Document Automation

Policy Training

Audit Management

Metadata Management

Alerts/Escalation

Compliance Tracking

Reporting/Analytics

Customizable Forms

Drag & Drop

Policy Library

Corrective and Preventive Actions (CAPA)

Employee Portal

Archiving & Retention

Third-Party Integrations

Onboarding

Task Management

Document Management

Quality Assurance

Indexing

OSHA Compliance

Document Generation

Search/Filter

Electronic Forms

Subscription pricing for On Premise or Cloud.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Document Locator

In Person

Live Online

Webinars

Documentation

Videos

PolicyTech is a policy and procedure management solution from NAVEX that is suitable for all industries including healthcare, financial services, manufacturing, retail, government, energy and law enforcement.

PolicyTech offers tools for creating new documents, updating important policies due to regulation changes and managing automated workflows through writers, reviewers and approvers. PolicyTech integrates with Microsoft Word, enabling users to edit documents directly in the solution using a browser-based interface.

Once approved, policies are delivered directly to employees with automatic attestation tracking. The solution allows employees to access necessary documents on any mobile or tablet device with search access. Should any potential issues arise, audit-ready reporting provides insight into who has viewed the documents, which versions have they attested to having read and what score they attained on the optional quizzes created for comprehension.

Document Locator vs PolicyTech

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