Document Locator Features

Document Locator

Windows document management

4.56/5 (25 reviews)

Document Locator Feature Summary

  • Check in/check out
  • Markup & redaction
  • Scanning & imaging
  • Event subscriptions
  • Access files on mobiles & tablets with DL Mobile companion
  • PDF creation
  • Document delivery
  • Outlook email management
  • Document profiler
  • Document reminders
  • File dependencies
  • Project folders
  • Document log
  • Folder consistency
  • Differencing tools
  • Document encryption
  • Synchronize Active Directory accounts with Document Locator
  • Audit trail
  • Alerts & notifications
  • Use approval steps in individual or group collaboration
  • Communication management
  • Limit access to sensitive info to meet compliance procedures
  • Document import
  • Active directory sync
  • Messages captured & secured within an email archive
  • File management
  • Optional PerfectForms for eForm capture & management
  • Full text search the content of electronic documents etc
  • Full text indexing
  • Records management
  • Search functionality
  • Document status tracking
  • Traceability
  • Automated workflow
  • Profile & metadata management
  • Convert documents between a range of popular formats
  • Tools for assembling popular, common document types
  • Application security
  • Drag & drop
  • Optional barcode recognition add-in available
  • Organize & package files for hand-off or off-line archive
  • Optional SDK-API for building business app integrations
  • Role-based permissions
  • Full-text index automatically records document contents
  • Document approval
  • Categorization
  • Digitally sign documents & record approvals electronically
  • Usage metrics, workflow details & other intelligence reports
  • Automated routing & approval
  • Web access platforms & interfaces built on HTML5 technology
  • Centralized document storage & management
  • Reporting
  • Customizable roles & privileges at folder/document levels
  • Remote web access
  • Find the latest version, view and promote prior versions
  • Document preview
  • Task management

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Competitor Feature Comparison

Document Locator Feature Reviews

22 reviewers had the following to say about Document Locator's features:

Edward Metzler

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

2018-03-29

Great support. Integration with forms tool (Perfect Forms).

Pros

Document uses SQL Server as storage for documents instead of a file-share.

Cons

I have done many document management studies and Document Locator exceeds all the others for my list of requirements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Austin Teer

Mobile access helps managing docs while travelling!

2016-09-02

Pros

The best feature about Document locator is Drag and Drop from other applications.

Cons

I would like the docs to be integrated with third party CRM like Pipedrive.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Document Locator

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.

Source: Software Advice
Helpful?   Yes   No
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Bill Cochran

Best Value

2017-11-10

Other document management solutions are complex and have user interfaces that require learning.

Pros

I'm impressed by this one feature and recommend this solution because of this.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Alan Sacher

Outlook integration is great for emails

2016-08-31

Pros

The best feature we like about Document locator is the email management using my favorite software "outlook".

Cons

The interface is little bit sloppy and need to be worked upon.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Document Locator

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

Source: Software Advice
Helpful?   Yes   No
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Danielle Lachance

Comprehensive document management software suitable for engineering

2018-10-05

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Michael Handlmaier

Highly customizable DMS

2016-08-23

Highly customizable document management system.

Pros

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Debbie koehnke

DL software is very user friendly

2018-04-02

Pros

I like the ability to offer individuals the rights and permissions to do their job efficiently.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Cheryl Emerson

DL - makes like easier

2017-02-03

It super easy to find any file we are looking for because everything is searchable. The support team is very helpful.

Pros

Searchable files, Simple access, Customer support

Cons

changing user passwords

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hina Dua

Managing docs integrated with MS Office

2017-02-07

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Document Locator

Good CMS tool to be used by anyone. Provides some good features.

Source: Software Advice
Helpful?   Yes   No
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Lyllcelsius Nnodim

Excellent and fabulous

2018-03-28

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

Except on the web tools, users that have folder permission on the repository, are not able to see it on the web.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Louis Carrillo

Document Locator offers a self contained convenient and efficient solution which allows our team remote and instant access to company files and data .

2018-12-27

Document Locator software works beautifully and seamlessly with Microsoft Office and Browsers while allowing us to configure specific rights per user to the most sensitive company information which often will requires remote access in the field under pressure situations .

Pros

We found Document Locator or DL as it is otherwise known to be consistently reliable offering the ability to to send links which can be controlled offering specific file access to users.

Cons

We are extremely pleased with Document locator however there were was an issue that we encountered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Nicole Pitchard

Great reports with Document locator

2016-08-31

Pros

Easy to use tool with good reporting options.

Cons

Functionality can be defined specific to the users.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Document Locator

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.

Source: Software Advice
Helpful?   Yes   No
Read more
Rebecca Leger

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

2018-03-28

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Omarie Payno

Save on Paper and Save Trees!

2019-02-12

Pros

We can easily scan, filter documents, find reports, and more!

Cons

When I'm telecommuting and using a remote control software for the computer the software sometimes runs slow or is glitchy.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great tool to remove redundancy and track documents

2018-03-27

Pros

The version control is fantastic.

Cons

The reporting piece is a real struggle.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Michele Eggsware

Document Locator is a great product for Document Management

2018-03-29

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick Robertson

ColumbiaSoft1

2018-12-05

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from ColumbiaSoft


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.

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Troy Schneiter

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

2015-09-12

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Keith Brockman

Excellent Customer Support

2017-04-25

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

This last weekend I was upgrading the Document Locator backend database from SQL Server 2014 to SQL Server 2016 SP1.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Keith Clark

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

2018-03-29

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carol Gabriele

Document Locator

2017-04-19

Pros

The best thing about this software is the integration with Microsoft Office products.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jasmine Montgomery

Awesome Software

2017-05-18

Pros

Extremely easy to use and glad that I was introduced to this product by my coworker.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more