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Description

Document Locator is a Windows-integrated document management program that can be accessed via the Web or mobile. It combines enterprise-class capabilities with ease of use. Document Locator is fully integrated into Microsoft Windows, Office and Outlook. It offers version control, approvals, security policies, workflow, security, security, and security. All this while using the familiar Windows folders interface. This system is ideal to file HR, Accounting, Projects and Contracts, as well as Quality. Integration with other systems is possible via an advanced API.

Description

JAMIS Prime, the most intuitive and flexible project ERP solution for government contractors, offers integration across all key business components. Prime uses the most up-to-date Cloud ERP technology to allow you to connect with customers, employees, and other value chain businesses via web-enabled devices. All JAMIS Prime ERP applications include dashboards & Analytics, document management, advanced security, and integration with Microsoft Office features. Integrated document management allows you to store business plans, policies and forecasts online. These documents can then be linked to ERP transactions to give you a complete view. Effective contract management is essential to ensure that goods and services are delivered on time and that engagements are profitable.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Adobe Acrobat Yes 
Adobe Acrobat Sign Yes 
AutoCAD Yes 
Bluebeam Revu Yes 
Docusign Yes 
Microsoft Outlook Yes 
Velixo No 

Integrations

Microsoft 365 Yes 
Adobe Acrobat No 
Adobe Acrobat Sign No 
AutoCAD No 
Bluebeam Revu No 
Docusign No 
Microsoft Outlook No 
Velixo Yes 

Pricing Details

$260 user/year
Flexible licensing packages offer dedicated and concurrent options for both on-premise or cloud systems.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ColumbiaSoft

Founded

1998

Country

United States

Website

www.documentlocator.com

Vendor Details

Company Name

JAMIS Software

Founded

1987

Country

United States

Website

www.jamis.com

Product Features

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review Yes 
Version Control Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Document Version Control

Access Controls/Permissions No 
Approval Process Control No 
Archiving & Retention No 
Audit Trail No 
Commenting / Notes No 
Document Check-in / Check-out No 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

HR Employee File Management

Access Controls Yes 
Centralized Employee Files Yes 
Dashboard Yes 
Email Notifications Yes 
Paper & Digital Yes 
Regulatory Compliance Yes 
Retention Settings Yes 
Search Yes 
Sharing Spaces Yes 
Signature Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

HR Employee File Management

Access Controls No 
Centralized Employee Files Yes 
Dashboard Yes 
Email Notifications No 
Paper & Digital No 
Regulatory Compliance No 
Retention Settings No 
Search Yes 
Sharing Spaces No 
Signature No 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Payroll

401(k) Tracking No 
Attendance Management Yes 
Benefits Management Yes 
Check Printing No 
Compensation Management No 
Deductions Management No 
Direct Deposit No 
Multi-Country Yes 
Multi-State Yes 
Reporting/Analytics Yes 
Self Service Portal No 
Tax Compliance Yes 
Vacation / Leave Tracking No 
W-2 and 1099 Preparation No 
Wage Garnishment No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

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