ColumbiaSoft

Document Locator

Composite Score

7.9 /10

CX Score

8.1 /10

18 Reviews Write a Review

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What is Document Locator?

Document Locator is centralized document management software that combines the ease of Windows-integration with the added flexibility of Web browser access.

Company Details

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Awards & Recognition

Document Locator won the following awards in the Document Management category

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5 Top Rated Capabilities

7 Top Rated Features

2024

2023 Data Quadrant Gold Medalist

2023

4 Top Rated Capabilities

5 Top Rated Features

2023

2022 Emotional Footprint Champion

2022

Service Experience
Conflict Resolution

2022

4 Top Rated Capabilities

5 Top Rated Features

2022

2021 Emotional Footprint Champion

2021

2021 Data Quadrant Gold Medalist

2021

Document Locator Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Document Locator.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

100 Plan to Renew

85 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+97 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Document Locator?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Feature Ratings

Average 89

Indexing and Classification

Security and Access Control

Access Tracking

Document Sharing

Searchability

Check Out Check in

Document Hosting

Editor Functions

Metrics and Reporting

Publication Workflow

Version Control

Vendor Capability Ratings

Average 87

Business Value Created

Ease of Data Integration

Vendor Support

Ease of Implementation

Quality of Features

Ease of IT Administration

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement

Document Locator Videos

Document Locator Reviews

SABRINA H.

Role: Finance
Industry: Construction
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2020

Made our AP Process extremely efficient

Likeliness to Recommend

10 /10

What differentiates Document Locator from other similar products?

Based on the other paperless invoice solutions we looked at Document Locator was the most able to customize and fit all of out needs. They also came recommended to us by our IT consultants.

What is your favorite aspect of this product?

When I hear my accounting staff phrase how it has made their job easier. There is no way they we would have been able to transition into working from home during covid if we hadn't become paperless with DL a few years ago. Searching for invoices in our paper files use to be everyone's least favorite job and now it takes 2 seconds to pull up an invoice. This has improved our vendor relations and also the efficiencies of our audits. I also appreciate how customizable it is & that we can use the workflow feature for a number of our tasks.

What do you dislike most about this product?

We don't have an IT department at our company so most of the tech questions/ customization requests come to me since I'm the one who founds/implemented the software for our team. Columbia Softs tech support has always been incredible helpful to me we just need to train our IT consultants to help with it more so it doesn't fall on me.

What recommendations would you give to someone considering this product?

If you want to use DL to replace paper invoices do it! Make sure to take time to think through your processes & how to profile & set up your folders but once you're set up you will be really happy with how it works.

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Cons

Slower Product Innovation
Charges for Enhancements

Wiltz C.

Role: Information Technology
Industry: Manufacturing
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2020

Ease of Implementation - A Happy HR Team

Likeliness to Recommend

10 /10

What differentiates Document Locator from other similar products?

My experience is from the IT Implementation angle - I found the process of setup to be VERY well-organized. To me this was different from many other products that involve extensive time working with a vendor to adjust and prepare. I was able to use the instructions verbatim and successfully set up as needed.

What is your favorite aspect of this product?

I am most thrilled that my HR department is so happy. Implementation to their PC was well documented, and simple. Comments from the HR teammates has been that the product is intuitive and worked well within their processes. I have also been impressed with the willingness to customize the app to internal needs.

What do you dislike most about this product?

Our experience has been all positive, so I would have nothing negative in my experience to report. In fact, I took steps to demonstrate the product to our other divisions based on the positive experience

What recommendations would you give to someone considering this product?

Spend a few minutes with the end-user to see how they are using it. With the availability of customization you do NOT have to adjust yourself to fit the product - the team with DocumentLocator has been willing and able to adjust the product to OUR needs. By talking with others using the product you can learn more how it will fit in your environment.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Chris M.

Role: Operations
Industry: Engineering
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2020

Customizable, and user friendly

Likeliness to Recommend

10 /10

What differentiates Document Locator from other similar products?

Combination of transmittals and document control.

What is your favorite aspect of this product?

Price, familiarity with windows, web facing portal.

What do you dislike most about this product?

It creates some instability in windows, primarily file manager and the ctrl c/v function

What recommendations would you give to someone considering this product?

The customer service is top notch and very responsive. The software is also very easy to customize to be specific to your needs.

Pros

Reliable
Respectful
Client Friendly Policies
Over Delivered

Document Locator

What is Document Locator?

Company Details

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Awards & Recognition

2023 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Document Locator Ratings

92 Likeliness to Recommend

100 Plan to Renew

85 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+97 Net Emotional Footprint

How much do users love Document Locator?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Indexing and Classification Where the DMS will search the contents of all documents, index search results and organize them based on the organization’s taxonomy

Security and Access Control Securing of electronic documents from unauthorized access and the ability to assign access to specific users or user groups.

Access Tracking The tracking of document access, including who had opened it or downloaded it.

Document Sharing Document sharing is the ability to share a document with those who have not been granted explicit access

Searchability DMSes generally allow for the ability to conduct searches on document content.

Check Out Check in Similar to checking out or signing out a book from the library, this option enables a similar function for designated documents.

Document Hosting Centralized hosting of electronic documents, allowing the ability for contributors to upload to a secure area.

Editor Functions Features to allow designated editors to have the ability to review a document, make notes, corrections, and insert markups for re-editing by the author(s).

Metrics and Reporting This feature enables the DMS administrator to produce reports on the DMS, such as document volumes, document access, publication trends, etc.

Publication Workflow Workflow capability that routes documents across defined roles in the publication process, either for review, editing, publication, etc.

Version Control Tracking of document versions with each iteration of document changes.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Document Locator Videos

Document Control by Document Locator

Document Locator Reviews

SABRINA H.

Made our AP Process extremely efficient

Likeliness to Recommend

Pros

Cons

Wiltz C.

Ease of Implementation - A Happy HR Team

Likeliness to Recommend

Pros

Chris M.

Customizable, and user friendly

Likeliness to Recommend

Pros

Feature Ratings

Indexing and Classification

Security and Access Control

Access Tracking

Document Sharing

Searchability

Check Out Check in

Document Hosting

Editor Functions

Metrics and Reporting

Publication Workflow

Version Control

Vendor Capability Ratings

Business Value Created

Ease of Data Integration

Vendor Support

Ease of Implementation

Quality of Features

Ease of IT Administration

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement