Document management referral program

Help your customers solve their document management requirements with an introduction to Document Locator.

If your clients need document management, we can work with you and your customers to deploy effective document management solutions. You make the introduction, and we’ll assist your customer in learning more about Document Locator.

Who do I refer?

Anyone who needs or is interested in learning more about a document management system.

How do I make a referral?

Submit a referral online at: or contact us at 800.298.1172.

What happens next?

A ColumbiaSoft representative will contact you to confirm and discuss your customer’s needs.

ColumbiaSoft will contact the customer.

You will have the choice to remain involved as the conversation continues, or leave it to us.

Recurring referral benefits

A formal referral relationship with ColumbiaSoft offers recurring benefits. Contact us to discuss the benefits of referral program membership.