Project Document Management - Document Locator

Project document management software.

Automate project folder creation, document reviews and approvals, track project status over time and monitor activity through reports… Everything needed to save time, improve collaboration and reduce risk is included in Project Document Management software by ColumbiaSoft. System capabilities specialized for engineering and construction help you enforce consistent adherence to your company’s best practices.

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We spent almost two years evaluating other solutions before we found the right solution in Document Locator.

Greg GouldCTO - Burns & McDonnell Engineering

Enterprise project management

Structured file management sets the framework for a more productive and informed project team using enterprise project management. Project document management software by ColumbiaSoft makes it easy.

Folder Organization

Automate the creation of folder structures for projects using a built-in folder management tool. Predefine folder hierarchies, naming conventions, security, templates, document properties, and workflows to save hours of time with the start of each new project.

Contract Management

Define and control how contracts are managed with role-based security, template management, version control, customizable workflows for reviews and approvals, reporting to track documents, full text searching, records management and a robust document log that tracks when documents were accessed, by who, and what action they took.Learn More »

Project Folders

Capture a “snapshot in time” of project status. Using Project Folders, files and file versions are logged in each Project Version. This makes it easy to review the status of project files at various milestones or timeframes.

Submittals and Transmittals

Exchange RFI’s, RFP’s, Quotes, Change Orders, and Sign-Offs… all without the hassles of email, FTP, or delays in delivery that increase risk of missing critical deadlines. Vendors submit documents using an online system and transmittals are sent with expiring links.

Certifications

Manage construction certification records as each phase of a project is completed. Create templates for the different types of certifications; Use profile properties to uniquely identify each certification record; and route certification records to inspectors for sign off.

Email Management

Email is a preferred form of communication in every project. Individuals can use Outlook integration to automatically capture and store project correspondence. Emails can also be tracked globally at the server level using Email Archive technology that automatically captures indexes and stores every message.

Automate folder structures

Save hours on each new project with automated folder structures, naming conventions, security, templates, and workflows.

Folder Consistency

Share files without delay

Avoid the hassles of email and FTP in the exchange of RFI’s, RFP’s, Quotes, Change Orders, Sign-Off’s and more.

Transmittals

Report & track project files

Generate reports with data, charts, and graphs and drill down into report data for further analysis.

Reporting

Collaboration in Bluebeam

Optional Bluebeam integration bridges effective file management with easy review and collaboration.

Bluebeam Connector

Project Document Management Benefits

Consistent Organization

Start every project with consistent structure using autofolder technology.

Access Beyond the Firewall

Access information while off-site using a secure Web tool that allows on-demand, anywhere accessibility.

Unified File Management

Include all related project files… designs, drawings, images, emails, and documents in a single unified system.

Project Automation

Automate project folder creation, document reviews, approvals, and more.

Bridge collaboration and file management

Document Locator with Bluebeam integration bridges the gap between effective file management and easy review and collaboration. Document Locator bookends Bluebeam Review Sessions, making sure files are properly organized and categorized both before and after review sessions in Bluebeam. Document Locator’s Integration with Bluebeam eliminates all the manual steps involved with opening sessions, inviting reviewers, closing sessions, and saving files when reviews are complete.

Windows Integration

Built on the Document Locator Windows-integrated platform for project document management, folders and files appear just like shared network drives.

Documents, drawings, communications, and all related project files are organized in a unified project document management system in DL.

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Ready for a Project Document Management Demo?

Take the first step towards streamlining your projects with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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