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Document Locator
What Is Document Locator?
Document Locator is Windows-integrated document management software driving automation and efficiency for groups (10 to 100+) in Quality & Compliance, Contracts, Policies and Procedures, Project Files, Human Resources and more. Powerful capabilities including intelligent filing, automated versioning, electronic approvals, document workflow, and records policies save time. Available on-site or cloud-hosted, with Desktop, Web, and Mobile access, plus an API to integrate with other systems.
Who Uses Document Locator?
Mid to large size organizations that require document control for quality, compliance, projects, contracts, HR, and other business processes needing file organization and consistency.
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Reviews of Document Locator
Excellent and fabulous
Comments: 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.
Implemented in Engineering, HR, Finance and IT departments in three companies 2 small, 1 large.
Comments: 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.
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.
Excellent Customer Support
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.
Best document management out there!
Comments: 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.
