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.

Where can Document Locator be deployed?

Cloud-based
On-premise

About the vendor

  • ColumbiaSoft
  • Located in Portland, US
  • Founded in 1998

Document Locator support

  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

Document Locator pricing

Starting Price:

US$22.00/month
  • No free trial
  • No free version

Document Locator does not have a free version and does not offer a free trial. Document Locator paid version starts at US$22.00/month.

Pricing plans

About the vendor

  • ColumbiaSoft
  • Located in Portland, US
  • Founded in 1998

Document Locator support

  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

Document Locator videos and images

Document Locator Software - Document Locator is available in Windows, Web Browsers, and on Mobile devices.
Document Locator Software - Microsoft Windows integration makes it easy and familiar for people to manage documents in Document Locator.
Document Locator Software - In addition to Windows integration, Document Locator has easy-to-use browser access for web and mobile.
Document Locator Software - Document Locator is integrated in the Microsoft Office suite of applications for fast and easy access in Word, Excel, and more.
Document Locator Software - Send documents as required reading to groups of people capture a record of acknowledgment.
View 6 more
Document Locator video
Document Locator Software - Document Locator is available in Windows, Web Browsers, and on Mobile devices.
Document Locator Software - Microsoft Windows integration makes it easy and familiar for people to manage documents in Document Locator.
Document Locator Software - In addition to Windows integration, Document Locator has easy-to-use browser access for web and mobile.
Document Locator Software - Document Locator is integrated in the Microsoft Office suite of applications for fast and easy access in Word, Excel, and more.
Document Locator Software - Send documents as required reading to groups of people capture a record of acknowledgment.

Features of Document Locator

  • API
  • Access Controls/Permissions
  • Approval Process Control
  • Archiving & Retention
  • Attestation
  • Audit Management
  • Audit Trail
  • Change Management Software
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Content Publishing Options
  • Corrective and Preventive Actions (CAPA)
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Capture
  • Document Classification
  • Document Coding & Control
  • Document Management Software
  • Document Storage
  • Electronic Forms
  • Electronic Signature
  • Employee Database
  • File Conversion
  • File Sharing Software
  • Full Text Search
  • Onboarding Software
  • Optical Character Recognition
  • Policy Creation
  • Policy Library
  • Policy Metadata Management
  • Process/Workflow Automation
  • Quality Control
  • Reporting/Analytics
  • Revision History
  • Search/Filter
  • Self Service Portal
  • Third Party Integrations
  • Version Control
  • Workflow Management Software

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Reviews of Document Locator

Average score

Overall
4.5
Ease of Use
4.3
Customer Service
4.9
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
53%
4
40%
3
7%
Lyllcelsius
Lyllcelsius
System Administrator in US
Verified LinkedIn User
Utilities, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent and fabulous

5.0 5 years ago

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.

Edward
Lead Business Systems Analyst in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

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

5.0 5 years ago

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.

Rebecca
Document Control in US
Oil & Energy, 5,001-10,000 Employees
Used the Software for: 1+ year
Reviewer Source

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

4.0 5 years ago

Comments: 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.

Michele
Sr. System Analyst/Supervisor in US
Hospital & Health Care, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Document Locator is a great product for Document Management

5.0 5 years ago

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

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.

Keith
SQL Server DBA in
Public Policy, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Excellent Customer Support

5.0 6 years ago

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.