Document Locator

Document Locator

Windows document management

4.3/5 (24 reviews)

Document Locator Overview

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.

Pricing

Starting from
US$185,00/year
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Document Locator Reviews

Overall rating
4.3/5
100% positive reviews
14
Excellent
10
Very good
0
Average
0
Poor
0
Terrible
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
Keith B.

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
Louis C.

Document Locator offers a self contained convenient and efficient solution which allows our team remote and instant access to company files and data .

Used Daily for 1+ year
Reviewed on 2018/12/27
Review Source: SoftwareAdvice

Document Locator software works beautifully and seamlessly with Microsoft Office and Browsers while allowing us to configure specific rights per user
to the most sensitive company information which often will requires remote access in the field under pressure situations .

Pros

We found Document Locator or DL as it is otherwise known to be consistently reliable offering the ability to
to send links which can be controlled offering specific file access to users. DL additionally offers a nice system
to organize files so once connected users can find those intended files. DL's customer service support is first rate offering
timely and high quality support.

Cons

We are extremely pleased with Document locator however there were was an issue that we encountered. The supplied user interface
was some what clumsy as key commands were less intuitive to locate and use. This is a common occurrence though with file
acquisition programs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Rebecca L.

Over all a good system. Ability to customize is hands down. Support team is EXCELLENT.

Used Daily for 1+ year
Reviewed on 2018/03/28
Review Source: Capterra

Having both a flat view with metadata and the actual file in one spot.

Pros

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. I like the ability to get a spreadsheet report out of any folder and it includes the headers.

Cons

The bulk loading is great for first time in documentation, but if you have updated versions in bulk to existing documents - the bulk load feature is useless. I work in engineering and we typically receive documentation in bulk and several versions over the life of a project. If the bulk load feature would actually version the documents this would be life saving.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Patrick R.

ColumbiaSoft1

Used Daily for 2+ years
Reviewed on 2018/12/05
Review Source: Capterra

Pros

The indexing or searching for files is really nice and fast.

Cons

Initial setup is a pain when creating workflows or repository setups and security.

Response from ColumbiaSoft

Thanks for your feedback and support, Patrick. Apologies that your setup was a bit of a challenge. Our Services and Training teams have been informed ¿ they take new customer set up very seriously and want to make sure customers are up and running quickly. Your account manager will be reaching out to see if there anything we can do with implementation or training to make it right.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
User Recommendation
9.1/10
Based on 24 reviews
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Document Locator Pricing

Starting from
US$185,00/year
Pricing options
Free Trial
One Time License
Subscription
Value for money

Subscription pricing for On Premise or Cloud:

Named User: $245 per year
Dedicated Desktop: $185 per year
Concurrent Desktop: $385 per year
Concurrent Web: $225 per year

Contact Document Locator for information on their cloud subscription packages:

Value for Money
3.8/5
Based on 24 reviews
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Document Locator Features

  • API
  • Access Control
  • Automatic Notifications
  • Communication Management
  • Drag & Drop Interface
  • File Management
  • Search Functionality

  • Activity Dashboard
  • Activity Tracking
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Customizable Branding
  • Document Management
  • Document Storage
  • Permission Management
  • Projections
  • SSL Security
  • Third Party Integration
Features
4.4/5
Based on 24 reviews
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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

    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$185,00/year

    Pricing model: One Time License, Subscription

    Free Trial: Available

    Subscription pricing for On Premise or Cloud:

    Named User: $245 per year
    Dedicated Desktop: $185 per year
    Concurrent Desktop: $385 per year
    Concurrent Web: $225 per year

    Contact Document Locator for information on their cloud subscription packages:

    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:

    One Time License, 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, DocuSign, Microsoft Outlook, Office 365, SharePoint

    Q. What level of support does Document Locator offer?

    Document Locator offers the following support options:

    FAQs, Online Support, Phone Support, Video Tutorials