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Document Locator Features

Features Summary

Functionality

4.4

/5

35

Total features

83

9 categories

Document Locator features

API
Access Controls/Permissions
Alerts/Escalation
Alerts/Notifications
Approval Process Control
Archiving & Retention
Attestation
Audit Management

Common features of Document Control software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management

Price starts from

22

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.4

/5

35

Price starts from

22

/user

Per month

visit website

Total Features

83

Unique features

  • OSHA Compliance

  • Onboarding

  • Template Management

  • Performance Management

Functionality

4.6

/5

27.4K

Price starts from

6

/user

Per month

learn more

Total Features

29

Features in Common

15

Unique features

  • Multi-Device Support

  • Encryption

  • Real Time Synchronization

  • Multi-Language

Functionality

4.5

/5

28.1K

Price starts from

6

/user

Per month

learn more

Total Features

17

Features in Common

11

Unique features

  • Secure Data Storage

  • Activity Tracking

  • Productivity Tools

  • Notes Management

Common Document Locator comparisons

Document Locator logo
FileHold logo
Document LocatorvsFileHold

Reviewers who mentioned features said:

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Lyllcelsius N.

Utilities, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent and fabulous

Reviewed 6 years ago

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.

SH
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Sylvia H.

Government Administration, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly recommend. Great software

Reviewed 2 months ago

Our experience with Document Locator has been great. We have no regrets. The Team at Document Locator was extremely helpful in working with the migration of our data from our previous software vendor. They went over and beyond to make sure we received not only all of our documents, but the meta data that was attached. The Team customized our platform to meet our needs. The Trainers were patient and detail oriented. The software is easy to use, intuitive, and reliable. Document Locator has improved our efficiency in our daily duties.

Pros

We use Document Locator all day every day. The software is easy to use, intuitive, and reliable. The Team at Document Locator was extremely helpful in working with the migration of our data from our previous software vendor who was not helpful. Each time we have received training, it has been informative, clear, and concise. Folder Structures and Profiles are great tools to allow us to work efficiently with consistency across departments. We have experienced no downtime. Document Locator has improved our efficiency in our daily duties.

Cons

Emails are automatically named which is great. However, we would love to be able to reorder the auto-naming to be specific to us. We heavily rely on the search feature or breadcrumbs. However, we have to manually navigate to the file to save the document in when "printing to Document Locator". The breadcrumbs or search features are not available in the "print to" function.

AS
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Alan S.

Electrical/Electronic Manufacturing,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Outlook integration is great for emails

Reviewed 8 years ago
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.

EM
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Edward M.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 6 years ago

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.

KB
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Keith B.

Public Policy, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Excellent Customer Support

Reviewed 7 years ago

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...

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.

SV
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Samantha V.

Hospital & Health Care, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Life's more simple

Reviewed 6 months ago
Pros

It is easy to use even for the beginner, not at all difficult and makes life more simple for me in my daily life when it comes to work management. I definitely recommend it to anyone that likes to save time but have organization as well. Definitely saves time rather than trying to do everything manually. I have found that my work life is more organized than before I started using this program....

Cons

There's nothing really to dislike unless you like unorganized chaos when trying to locate files folders and documents, if that's you then this program is not for you because this program is the complete opposite and is a life saver in my opinion. So as far as finding anything I dislike, there's isn't anything that I find that I dislike about this program. Again I recommend this to anyone who works in an office type setting especially.

SG
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Scott G.

Real Estate, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best document management out there!

Reviewed 4 years ago

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.

LC
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Louis C.

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago

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. DL additionally offers a nice system to organize files so once connected users can find those intended files. DL's customer service support is first rate offering timely and high quality support.

Cons

We are extremely pleased with Document locator however there were was an issue that we encountered. The supplied user interface was some what clumsy as key commands were less intuitive to locate and use. This is a common occurrence though with file acquisition programs.

AR
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Verified reviewer

Education Management, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Document Management for Windows

Reviewed 2 years ago

Good tool for windows and a good way to organize all your documents.

Pros

Used it for our internal document management and enterprise knowledge base. Its an easy document manager with great features.

Cons

The pricing is at higher side for less than 10 users. There should be custom pricing according to the number of users.

AN
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Alberto N.

Food & Beverages, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Very easy document manager

Reviewed a year ago
Pros

Document Locator is a versatile and user-friendly application, providing adaptive features for seamless document management. Its integration with Outlook simplifies email management, while offering convenient functions like PDF conversion and document preview. With a great API and easy administration, users require minimal training. The exceptional support promptly addresses queries, even the simplest ones. This product excels in staying up-to-date and ensures a smooth implementation, backed by fantastic customer and tech support.

Cons

Document Locator is a powerful software that requires extensive training, but the inability to link folders can be inconvenient. While telecommuting, it occasionally experiences slowdowns and glitches. Limited to Windows, the web version lacks features, eagerly awaiting the next update.

RL
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Rebecca L.

Oil & Energy, 5,001-10,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 6 years ago

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.

KC
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Keith C.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 6 years ago

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

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.

Dk
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Debbie k.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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DL software is very user friendly

Reviewed 6 years ago
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.

PP
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Peter P.

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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I don't waste time looking for documents.

Reviewed 2 years ago

Overall I like a product. It keeps documents organized and easy to access.

Pros

Having all the documents together makes the job very practical. When I need it, I don't think about which document is where, I don't waste time, I like to have all of them at hand.

Cons

Documents are slow to load, especially if they are large, it takes a lot of time.

ME
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Michele E.

Hospital & Health Care, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Document Locator is a great product for Document Management

Reviewed 6 years ago

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.

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Miguel Angel C.

Mechanical or Industrial Engineering, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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¿Perdiste la ubicación de un documento? Document Locator puede evitar ello

Reviewed a year ago

Puede tener muchos beneficios, como aumentar la eficiencia y ahorrar espacio. Sin embargo, también puede tener algunos inconvenientes, como el costo y la necesidad de capacitación y mantenimiento.

Pros

Aumenta la eficiencia al ayudar a localizar rápidamente los documentos que necesitan, lo que ahorra tiempo y recursos mejorando la seguridad al permitir el control del acceso a documentos confidenciales o importantes.

Cons

Para implementarlo se requiere capacitación para aprender a usar el sistema, lo que puede requerir tiempo y recursos adicionales.

Showing original review in Spanish. See translation

DL
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Danielle L.

Oil & Energy, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Comprehensive document management software suitable for engineering

Reviewed 6 years ago

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.

OP
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Omarie P.

1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Save on Paper and Save Trees!

Reviewed 5 years ago
Pros

This helped us flip into a paperless office (except for patient charts and promo). We can easily scan, filter documents, find reports, and more! Life-saver forsure.

Cons

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

MH
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Michael H.

51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Highly customizable DMS

Reviewed 8 years ago

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

Pros

Cons

No cons were added to this review

NP
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Nicole P.

Electrical/Electronic Manufacturing,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great reports with Document locator

Reviewed 8 years ago
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.

CE
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Cheryl E.

Hospital & Health Care, 501-1,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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DL - makes like easier

Reviewed 7 years ago

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.

Pros

Searchable files, Simple access, Customer support

Cons

changing user passwords

HH
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Helena H.

Financial Services, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Customized document management & work flow

Reviewed 4 years ago
Pros

We could customize the software to give us exactly what we needed. We have a complicated hierachy of supervision and the system allowed us the flexiblity tocontrol our document management as required.

Cons

It can only be used in a Windows environment. The web version is lacking features so we are looking forward to the next version.

AT
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Austin T.

Computer Software,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Mobile access helps managing docs while travelling!

Reviewed 8 years ago
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.

AR
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Verified reviewer

Higher Education,

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great tool to remove redundancy and track documents

Reviewed 6 years ago
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.

PR
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Pat R.

Medical Devices, 1,001-5,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 6 years ago

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

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.