Document Locator

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.

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.

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.

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.

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.

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.