Who Uses This Software?

Businesses that require a solution for managing paper and electronic files more efficiently turn to Document Locator for Windows-integrated document management.


Average Ratings

24 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ColumbiaSoft
  • www.documentlocator.com
  • Founded 1998
  • United States

About Document Locator

Document management software that is easy to use because it is fully integrated into Microsoft Windows, Office, Outlook, and other well-known business applications. All the tools needed for document control are found within the familiar Windows folder and file experience, including version control, notifications and approvals, scanning, security, workflow, and more. Web and Mobile access is also available. Automate procedures, manage project documents, and collaborate with customers and vendors.


Document Locator Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Archiving & Retention
  • Automated Routing
  • Change Management
  • Compliance Management
  • Electronic Signature
  • Escalation Management
  • Periodic Review
  • Version Control
  • Access Controls/Permissions
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Commenting / Notes
  • Document Check-in / Check-out
  • For Engineering Documents
  • Revision History
  • Version Comparison
  • Version Rollback
  • Archiving & Retention
  • Collaboration Tools
  • Content Lifecycle Management
  • Digital Asset Management
  • Document Management
  • Electronic Signature
  • Information Governance
  • Mobile Access
  • Search
  • Version Control
  • Workflow Management

Document Locator Reviews Recently Reviewed!


Capterra loader

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

Mar 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Excellent Customer Support

Apr 25, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

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

Mar 28, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Document Locator has been one of the easiest and seamless Doc Mgmt systems I have worked with

Mar 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility. 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

Cons: I really see no weaknesses to speak of. Every scenario that I have thrown at it it has easily handled. And the few items that I originally though of as downfalls where simply my lack of knowledge.

Overall: Versioning and the ability to publish external links usable from other applications

DL software is very user friendly

Apr 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the ability to offer individuals the rights and permissions to do their job efficiently. The search capabilities are robust. I like to the flexibility that this product offers.

Cons: I would like to see more functionality added based on project management. As a recent grad of CMII practices, I would like to see some functionality added to this product based on the principles established in Configuration Management.

Capterra loader

Excellent and fabulous

Mar 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Document Locator is a great product for Document Management

Mar 29, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: Reporting is somewhat lacking but since the database has a SQL back end it gives the user the ability to create reports on their own.

Overall: The benefits allowed our organization to proceed to a paperless environment easily.

Reliable and does the job.

Mar 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Reliability and ease of use

Cons: OCR in the Scan Console is not great.

Tedious to create/replicate repositories.

Not compatible with iOS.

No app available for use on ipads/iphones

Vendor Response

by ColumbiaSoft on March 29, 2018

John, thank you for your feedback. We would like to reach out and learn more about the OCR concerns, and help fine tune this so it works better for you.

Comprehensive document management software suitable for engineering

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Overall has been a great software that has improved our document control process and improved our internal efficiency

Pros: This software has many features that allow for organized and detailed document management. The search function in the software is incredibly powerful and even allows for searching for content in documents. Bulk uploads allowed for an easier transition when the software was implemented.

Cons: As the software is so powerful it requires a decent amount of training to become proficient. Also the inability to link to the folders in the software is inconvenient at times.

ColumbiaSoft1

Dec 05, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Vendor Response

by ColumbiaSoft on December 06, 2018

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.

Great reports with Document locator

Aug 31, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3.5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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 to other buyers: 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.

Highly customizable DMS

Aug 22, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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

DL - makes like easier

Feb 03, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Searchable files, Simple access, Customer support

Cons: changing user passwords

Overall: 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.

Great help with document management offline

Aug 30, 2016
5/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I used Document locator with a few clients to manage their project based files (Including docs, PDF and images etc.). This software works well on my windows 7 machine. Being a Microsoft windows user, i can manage the files with MS office as well. The integration is great with Microsoft office to manage the documents. It helps with printing stuff really well.

Cons: The tool works great but we would like to get sharing feature. If I can get the documents shared with my friends using this tool, it will help us. The interface can be improved as well.

Recommendations to other buyers: It works good when it comes to managing documents and files. Files can be integrated with Microsoft office easily.

Mobile access helps managing docs while travelling!

Sep 01, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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!

Cons: 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 to other buyers: 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.

Great tool to remove redundancy and track documents

Mar 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The version control is fantastic. I love that I can keep one document as a source for everything else to refer to. I no longer have to wonder which version is the "Current" version.

Cons: The reporting piece is a real struggle. I would like to have a more user-friendly option. It would be great if I could build a report on the fly with a few fields from a pick-list.

Managing docs integrated with MS Office

Feb 07, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Its always easier when cloud technology help connecting your documents directly from your MS office tool. Document locator helps me integrating my documents form MS office and integrate it with Cloud to give additional functionality and security. It has good visual charts to see the statistics of data as well.

Pros: I like working with it since it integrated with MS office.

Recommendations to other buyers: Good CMS tool to be used by anyone. Provides some good features.

Should've had Pro Svcs setup the new install, it was a cluster to work with until this was done.

Mar 27, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The indexing is the best part, training was good. The employees in OR are calm and very nice to work with.

Cons: Meta data being returned from a Unix ERP system was not the easiest to change, constant testing. Good thing now is that the company is going to SAP.

Overall: Record retention of medical equipment from birth to recycle was very important part since many teams within the organization reference this daily.

Outlook integration is great for emails

Aug 31, 2016
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

2.5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

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

Sep 11, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Excellent Customer Service

Feb 02, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Best Value

Nov 10, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Other document management solutions are complex and have user interfaces that require learning. There is a learning curve here, but it's not dramatic and that really helps make this solution the right choice.

Pros: For a document management software, the fact that this software is integrated into the Windows Explorer shell makes training staff simple. There is very little interface to learn. 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. The competitive price is what made me dig deeper into the product.

Document Locator

Apr 19, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Awesome Software

May 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Extremely easy to use and glad that I was introduced to this product by my coworker. Definitely makes life a whole lot easier.