Document Locator

Windows document management

4,6 /5 (27 reviews) Write a Review!

Document Locator Overview

What is Document Locator?

Document Locator is a centralized document management platform that couples seamless Microsoft Windows integration with browser access. The system is available on site, or as a hosted, cloud-based option. Full-featured document management is placed directly into Windows Explorer, keeping people in a familiar and comfortable work environment. Use scanning and imaging to convert paper documents to full-text searchable digital files for paperless management, alongside quick import options for electronic files, email and PDF document archiving. Find documents with instant, advanced and saved searches, leveraging full-text indexing, category profiling and metadata descriptions.

Document Locator also includes automatic version or revision controls to track changes, making it possible to retrieve prior instances, edit or promote sub-versions and view complete audit trails. Document check in and check out prevents information loss and allows multiple users of various access levels to work collaboratively. Automate regular document actions with the integrated task manager, record approvals with eSignature capture, organize document delivery and send a variety of notification reminders for meeting deadlines.

Document Locator Overview

Pricing

Starting from
US$195,00/year

Pricing options

Free Trial
Subscription
Value for money

Subscription pricing for On Premise or Cloud.


Document Locator Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Document Locator showing added options within Windows Explorer
Folder browsing and Change Requests
Expense Reimbursement Form
Security settings
Document Locator scan console showing page previews
Task manager features
Document Locator Mobile
Reports in Document Locator
Document Locator video Document Locator video Document Locator screenshot: Document Locator showing added options within Windows Explorer Document Locator screenshot: Folder browsing and Change Requests Document Locator screenshot: Expense Reimbursement Form Document Locator screenshot: Security settings Document Locator screenshot: Document Locator scan console showing page previews Document Locator screenshot: Task manager features Document Locator screenshot: Document Locator Mobile Document Locator screenshot: Reports in Document Locator

Document Locator Reviews

Document Locator Reviews

Overall rating
4,6
/
5
Excellent
17

Very good
10

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,4
Ease of Use
4,4
Customer Support
5
100% recommended this app
Lyllcelsius N.

Excellent and fabulous

It is cost effective, mobility oriented, and adds to data management


Edward M.

Implemented in Engineering, HR, Finance and IT departments in three companies 2 small, 1 large.

Very happy customers. Great pricing. Great support. Integration with forms tool (Perfect Forms). Integration with custom .NET software used to accelerate IT Architecture development. Integration with secure HR systems to manage employee hiring and on-boarding. Ease of use finding Engineering documents.


Alan S.

Outlook integration is great for emails


Keith B.

Excellent 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.


Scott G.

Best document management out there!

I’ve been administering my company’s Document Locator system for 8+ years. Never have I come up with a problem they couldn’t solve. I had 8 different document management systems in my company, and picked this over all the ones I already owned. Never regretted it even one day.


Lyllcelsius N.
Industry: Utilities
Company size: 51-200 Employees

Excellent and fabulous

Used Daily for 2+ years
Reviewed on 2018/03/28
Review Source: Capterra

It is cost effective, mobility oriented, and adds to data management

Pros

The application is user friendly and as well being adaptive to users. It is an application that is handy and challenging to learn as an administrator

Cons

I have not really find any cons applicable to me as a user and an administrator. Except on the web tools, users that have folder permission on the repository, are not able to see it on the web.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Edward M.

Implemented in Engineering, HR, Finance and IT departments in three companies 2 small, 1 large.

Used Daily for 2+ years
Reviewed on 2018/03/29
Review Source: Capterra

Very happy customers. Great pricing. Great support. Integration with forms tool (Perfect Forms). Integration with custom .NET software used to accelerate IT Architecture development. Integration with secure HR systems to manage employee hiring and on-boarding. Ease of use finding Engineering documents.

Pros

Document uses SQL Server as storage for documents instead of a file-share. This provides the ability to encrypt data while stored and retrieve on the desktop without un-encrypting. Thus making it very easy to use for handling sensitive HR and Finance records. Document Locator includes standard and custom workflows that include forms which are routed for approval in a variety of ways. As an engineering tool, Document Locator make SharePoint look like an old-fashioned file server with its ability to add meta-data to each document. Document Locator has a vibrant web interface but also includes access via the desktop app.

Cons

Not much. I have done many document management studies and Document Locator exceeds all the others for my list of requirements. Perhaps some of the icons used on the client could be modernized.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Alan S.
Industry: Electrical/Electronic Manufacturing

Outlook integration is great for emails

Reviewed on 2016/08/31
Review Source: SoftwareAdvice

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 8.0/10

Keith B.
Industry: Public Policy
Company size: 51-200 Employees

Excellent Customer Support

Used Weekly for 2+ years
Reviewed on 2017/04/25
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Scott G.
Industry: Real Estate
Company size: 201-500 Employees

Best document management out there!

Used Daily for 2+ years
Reviewed on 2019/12/05
Review Source: Capterra

I’ve been administering my company’s Document Locator system for 8+ years. Never have I come up with a problem they couldn’t solve. I had 8 different document management systems in my company, and picked this over all the ones I already owned. Never regretted it even one day.

Pros

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

Cons

Training is only offered a few times a year, and mostly in Oregon, though they will send an instructor onsite if you need.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,2/10
Based on 27 user ratings
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Document Locator Pricing

Document Locator Pricing

Starting from
US$195,00/year
Free Trial
Subscription
Value for money

Subscription pricing for On Premise or Cloud.

Subscription pricing for On Premise or Cloud.

Value for Money
4,5/5
Based on 27 user ratings
Compare value for money rating with alternatives
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Document Locator Features

Document Locator Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Role-Based Permissions
Search Functionality
Third Party Integration
Workflow Management
Features
4,4/5
Based on 27 user ratings
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Categories

Additional information for Document Locator

Additional information for Document Locator

Key features of Document Locator

  • Access files on mobiles & tablets with DL Mobile companion
  • Active directory sync
  • Alerts & notifications
  • Application security
  • Audit trail
  • Automated routing & approval
  • Automated workflow
  • Categorization
  • Centralized document storage & management
  • Check in/check out
  • Communication management
  • Convert documents between a range of popular formats
  • Customizable roles & privileges at folder/document levels
  • Differencing tools
  • Digitally sign documents & record approvals electronically
  • Document approval
  • Document delivery
  • Document encryption
  • Document import
  • Document log
  • Document preview
  • Document profiler
  • Document reminders
  • Document status tracking
  • Drag & drop
  • Event subscriptions
  • File dependencies
  • File management
  • Find the latest version, view and promote prior versions
  • Folder consistency
  • Full text indexing
  • Full text search the content of electronic documents etc
  • Full-text index automatically records document contents
  • Limit access to sensitive info to meet compliance procedures
  • Markup & redaction
  • Messages captured & secured within an email archive
  • Optional PerfectForms for eForm capture & management
  • Optional SDK-API for building business app integrations
  • Optional barcode recognition add-in available
  • Organize & package files for hand-off or off-line archive
  • Outlook email management
  • PDF creation
  • Profile & metadata management
  • Project folders
  • Records management
  • Remote web access
  • Reporting
  • Role-based permissions
  • Scanning & imaging
  • Search functionality
  • Synchronize Active Directory accounts with Document Locator
  • Task management
  • Tools for assembling popular, common document types
  • Traceability
  • Usage metrics, workflow details & other intelligence reports
  • Use approval steps in individual or group collaboration
  • Web access platforms & interfaces built on HTML5 technology

Benefits

  • Document Locator offers seamless Windows Explorer integration with a cloud and on-premise option to add centralized document management features inside a familiar platform.
  • Scan paper or import electronic documents, forms, PDFs, emails etc to archive, organize and find with rapid full-text or metadata search capabilities.
  • Manage collaborative editing with check-in and check-out controls, plus reliable version tracking to ensure older document iterations are fully traceable.
  • Automate document routing, delivery and approval workflows with support for reminder notifications and the capture of electronic signatures.
  • View files anytime, anywhere via web browser interface and with the DL Mobile companion for phones and tablets – providing secure “beyond the firewall” access.
  • Document Locator FAQs

    Document Locator FAQs

    Below are some frequently asked questions for Document Locator.

    Q. What type of pricing plans does Document Locator offer?

    Document Locator offers the following pricing plans:

    Starting from: US$195,00/year

    Pricing model: Subscription

    Free Trial: Available

    Subscription pricing for On Premise or Cloud.

    Q. What are the main features of Document Locator?

    Document Locator offers the following features:

    • Access files on mobiles & tablets with DL Mobile companion
    • Active directory sync
    • Alerts & notifications
    • Application security
    • Audit trail
    • Automated routing & approval
    • Automated workflow
    • Categorization
    • Centralized document storage & management
    • Check in/check out
    • Communication management
    • Convert documents between a range of popular formats
    • Customizable roles & privileges at folder/document levels
    • Differencing tools
    • Digitally sign documents & record approvals electronically
    • Document approval
    • Document delivery
    • Document encryption
    • Document import
    • Document log
    • Document preview
    • Document profiler
    • Document reminders
    • Document status tracking
    • Drag & drop
    • Event subscriptions
    • File dependencies
    • File management
    • Find the latest version, view and promote prior versions
    • Folder consistency
    • Full text indexing
    • Full text search the content of electronic documents etc
    • Full-text index automatically records document contents
    • Limit access to sensitive info to meet compliance procedures
    • Markup & redaction
    • Messages captured & secured within an email archive
    • Optional PerfectForms for eForm capture & management
    • Optional SDK-API for building business app integrations
    • Optional barcode recognition add-in available
    • Organize & package files for hand-off or off-line archive
    • Outlook email management
    • PDF creation
    • Profile & metadata management
    • Project folders
    • Records management
    • Remote web access
    • Reporting
    • Role-based permissions
    • Scanning & imaging
    • Search functionality
    • Synchronize Active Directory accounts with Document Locator
    • Task management
    • Tools for assembling popular, common document types
    • Traceability
    • Usage metrics, workflow details & other intelligence reports
    • Use approval steps in individual or group collaboration
    • Web access platforms & interfaces built on HTML5 technology

    Q. Who are the typical users of Document Locator?

    Document Locator has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Document Locator support?

    Document Locator supports the following languages:

    English

    Q. What type of pricing plans does Document Locator offer?

    Document Locator has the following pricing plans:

    Subscription

    Q. Does Document Locator support mobile devices?

    We do not have any information about what devices Document Locator supports

    Q. What other apps does Document Locator integrate with?

    Document Locator integrates with the following applications:

    AutoCAD, Bluebeam Revu, DocuSign, Microsoft 365, Microsoft Outlook

    Q. What level of support does Document Locator offer?

    Document Locator offers the following support options:

    Online Support, Phone Support, Video Tutorials, FAQs, Knowledge Base