About Document Locator

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$270.00/year

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Document Locator

  • 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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$270.00/year

    • Free Version
    • Free Trial
    • Subscription

    Images

    Document Locator Software - Document Locator showing added options within Windows Explorer
    Document Locator Software - Folder browsing and Change Requests
    Document Locator Software - Expense Reimbursement Form
    Document Locator Software - Security settings
    Document Locator Software - Document Locator scan console showing page previews
    Document Locator Software - Task manager features
    Document Locator Software - Document Locator Mobile
    Document Locator Software - Reports in Document Locator
    View 10 more
    Document Locator video
    Document Locator video
    Document Locator Software - Document Locator showing added options within Windows Explorer
    Document Locator Software - Folder browsing and Change Requests
    Document Locator Software - Expense Reimbursement Form
    Document Locator Software - Security settings
    Document Locator Software - Document Locator scan console showing page previews
    Document Locator Software - Task manager features
    Document Locator Software - Document Locator Mobile
    Document Locator Software - Reports in Document Locator

    Features

    Total features of Document Locator: 90

    • API
    • Access Controls/Permissions
    • Active Directory Integration
    • Alerts / Escalation
    • Alerts/Notifications
    • Approval Process Control
    • Archiving & Retention
    • Attestation
    • Audit Management
    • Audit Trail
    • Automated Routing
    • Benefits Management
    • Change Management Software
    • Collaboration Tools
    • Commenting/Notes
    • Compliance Management
    • Compliance Tracking
    • Configurable Workflow
    • Content Management System (CMS) Software
    • Content Publishing Options
    • Corrective and Preventive Actions (CAPA)
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Document Automation
    • Document Capture
    • Document Check-in / Check-out
    • Document Classification
    • Document Coding & Control
    • Document Generation Software
    • Document Management Software
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Forms
    • Electronic Signature
    • Employee Database
    • Employee Portal
    • Environmental Compliance
    • FDA Compliance
    • File Conversion
    • File Management
    • File Recovery
    • File Sharing Software
    • For Engineering Documents
    • Forms Management
    • Full Text Search
    • HIPAA Compliant
    • ISO Compliance
    • ISO Standards Management
    • Indexing
    • Information Governance
    • Metadata Management
    • Mobile Access
    • OSHA Compliance
    • Offline Access
    • Onboarding Software
    • Optical Character Recognition
    • Performance Management
    • Periodic Review
    • Policy Creation
    • Policy Library
    • Policy Management Software
    • Policy Metadata Management
    • Policy Training
    • Process/Workflow Automation
    • Quality Assurance
    • Quality Control
    • Recruitment Management
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Revision History
    • Role-Based Permissions
    • Sarbanes-Oxley Compliance
    • Search/Filter
    • Security Auditing
    • Self Service Portal
    • Single Sign On Software
    • Status Tracking
    • Task Management Software
    • Template Management
    • Third Party Integrations
    • Traceability
    • Version Comparison
    • Version Control
    • Version Rollback
    • Workflow Management Software

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    Reviews

    Overall rating

    4.6 /5
    (28)
    Value for Money
    4.5/5
    Features
    4.4/5
    Ease of Use
    4.4/5
    Customer Support Software
    5.0/5

    Already have Document Locator?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 28
    Lyllcelsius
    Overall rating
    • Industry: Utilities
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Excellent and fabulous

    Reviewed on 2018-03-28

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

    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
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2018-03-29

    Very happy customers. Great pricing. Great support. Integration with forms tool (Perfect Forms)....

    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
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Outlook integration is great for emails

    Reviewed on 2016-08-31

    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
    Overall rating
    • Industry: Public Policy
    • Company size: 51-200 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Excellent Customer Support

    Reviewed on 2017-04-25

    Customer representatives have a great relationship with the Public Service Commission of Wisconsin...

    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
    Overall rating
    • Industry: Real Estate
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Best document management out there!

    Reviewed on 2019-12-05

    I’ve been administering my company’s Document Locator system for 8+ years. Never have I come up...

    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.

    Showing 5 reviews of 28 Read all reviews

    Document Locator FAQs

    Below are some frequently asked questions for Document Locator.

    Document Locator offers the following pricing plans:

    • Starting from: US$270.00/year View Pricing Plans
    • Pricing model: Subscription
    • Free Trial: Not Available

    Subscription pricing for On Premise or Cloud.

    Document Locator has the following typical customers:

    11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Document Locator supports the following languages:

    English

    Document Locator supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Document Locator integrates with the following applications:

    Adobe Acrobat Sign, AutoCAD, Bluebeam Revu, DocuSign, Microsoft 365, Microsoft Outlook

    Document Locator offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

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