About Document Locator

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.
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Document Locator pricing

Document Locator does not have a free version but does offer a free trial. Document Locator paid version starts at US$260.00/year.

Starting Price:
US$260.00/year
Free Version:
No
Free trial:
Yes

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Document Locator Reviews for UK Users

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4.5
Customer Support
5
5 reviews of 27 View all reviews
Lyllcelsius N.
  • Industry: Utilities
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/03/2018

Excellent and fabulous

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.

Edward M.
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 29/03/2018

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.

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.

Alan S.
  • Industry: Electrical/Electronic Manufacturing
  • Review Source
Value for Money
2.5
Features
4
Ease of Use
3.5
Customer Support
0

3.5
Reviewed on 31/08/2016

Outlook integration is great for emails

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.

Keith B.
  • Industry: Public Policy
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/04/2017

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.

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.

Scott G.
  • Industry: Real Estate
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/12/2019

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.

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.

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