Global search, My DL, Windows 8, and more in v6.4

It seems a few times every year we celebrate the arrival of another great update to our document management software, and the party hats are about to come out again! Document Locator version 6.4 is just about here. If you haven’t seen the movie trailer for it, here it is: With every release comes a handful of improvements, and at least...

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Organizing folder structures

Folder organization - how folders and sub folders are arranged, impacts productivity. As people search for documents, they often bounce around folders from one project to another project, one client to another client, and so on. What if folder hierarchies of particular subject areas were consistent with one another? Folder automation makes it easy. It replaces guesswork...

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Transitioning to the eTMF

Do you have a regulatory soul? A VP of Regulation & Compliance told me that I did, a few months ago, when I collaborated with them to build a repeatable folder structure that aligns with the updated eTMF Reference Model guidelines that the DIA released last year. Honestly, though, if you’re going to have valuable files that document a sensitive procedure like...

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Giving all to the present…technology

“Real generosity towards the future lies in giving all to the present.” --Albert Camus, Notebooks 1935-1942 It’s rather amusing (ironic? appropriate?) that fingers have gone from the single most primitive tool in our arsenal, used for throwing rocks and picking berries, to the way that we navigate Windows 8. The steps in between these two instances...

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Painless File Dependencies

There are two places where file dependencies have always lived and thrived (and always will, no doubt): in architectural drawings, and in accounting. In fact, file dependencies have a long and bloody history, and people rarely give it any thought, except to be grateful that they’re so much more easily managed now. Back in the day, architectural and engineering drawings and...

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Paperwork is universal

One of the more fascinating things about working here at ColumbiaSoft is getting to speak with a lot of different kinds of people across a lot of different industries. Paperwork is universal... No one is immune. But there are plenty of times where I’m talking to someone about their paperwork problems, and I’ve practically rubbed elbows with their problems, and it’s...

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Third time is a Mobile charm

Three major releases this year, and whoever said that "third time is a charm" would have had it right with our version 6.3 coming out tomorrow. It includes one the most forward thinking developments in document management in years, a new Mobile interface. We're calling it DL Mobile. It is a self-hosted component that expands remote...

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Stop routing paper invoices

In a world where just about everything is digital, invoices arrive at most businesses in paper form still. Even those that arrive electronically by email or digital fax are often printed and then sometimes re-scanned. Well, if you agree it's time to stop routing paper invoices, you might be interested in this quick video introduction to paperless AP processing using DL. Check...

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