Document Locator Features
Software Features
Search
Quickly find documents with instant searches, advanced searches, and saved searches.Learn more »
Version Control
Find the latest version, view and promote prior versions, and capture a record of every change.Learn more »
Automated Workflow
Automated routing and approval that is customized to your specific business operations.Learn more »
Profiles and Metadata
Categorize documents with descriptive information to improve organization and findability.Learn more »
Remote Web Access
Access files on the go in a Web browser for secure, remote access to information.Learn more »
Document Approvals
Capture document approvals electronically and build confidence and trust across the team.Learn more »
Required Reading
Send documents and record acknowledgement that recipients have read and understand the files.Learn more »
Document Preview
Preview files and see what is inside before they are opened.Learn more »
Notifications
Stay informed with notifications and alerts that drive awareness and productivity.Learn more »
SSO and MFA
Single-sign-on (SSO) in Desktop, Web, and Mobile using SAML or OIDC, and multi-factor authentication (MFA).Learn more »
Scanning and Imaging
Convert paper to full-text searchable, digital files for paperless document management.Learn more »
Check-in Check-out
Collaborate without losing versions, and know the status of documents being worked on by others.Learn more »
Digital Signatures
Incorporate digital signatures with your system and build trust.Learn more »
Document Reminder
Set reminders on documents and files and avoid missed deadlines.Learn more »
Document Profiler
Quickly categorize files with important metadata facts using a profiling tool.Learn more »
Event Subscriptions
Everyone stays informed with flexible and customizable event subscriptions and notifications.Learn more »
Document Importing
Drag-and-drop, copy-and-paste, or save directly from within familiar business applications.Learn more »
PDF Creation
An enterprise-wide solution for PDF production and publication.Learn more »
File Dependencies
Link related files to one another for associated management in the system.Learn more »
Document Delivery
Quickly organize and package files for hand-off or archiving off-line.Learn more »
Outlook Email Management
Manage and share email communications, including attachments, in a unified system.Learn more »
Full-text Indexing
Full-text indexing of file content, including scanned paper files, returns instant search results.Learn more »
Email Archive
Automate the capture of all email records, including attachments, that are sent and received company-wide.Learn more »
Project Folders
Manage groups of files, and groups of dependent or related files, together in Project Folders.Learn more »
My DL
A personal access point to view tasks, participate in workflows, search globally, and run reports.Learn more »
Task Manager
Automate tasks to schedule repetitive document management processes.Learn more »
Mobile Access
Get files on smart phones and tablets with secure, mobile Web access.Learn more »
Records Policies
Capture, identify, store, and dispose of records according to your defined records policies.Learn more »
Quick Approval
Quickly send files to others for their review and approval.Learn more »
Differencing
Side-by-side comparisons of documents to see where changes have occurred.Learn more »
Administrative Features
Performance
Leverages SQL Server for scalable and reliable performance in deployments of all sizes.Learn more »
Open SDK-API
Integrate document management seamlessly with other business systems.Learn more »
Document Log
Capture a record of changes and actions in a complete audit trail.Learn more »
Reporting
Get usage metrics, workflow details, and other important intelligence with reports.Learn more »
Security
Robust and trusted security built on the Microsoft NT security model.Learn more »
Folder Consistency
Automate folder structure organization and maintain folder consistency.Learn more »
Integrations
Integration
Connect document management with software and systems across the enterprise.Learn more »
Windows Integration
Windows integration makes it easy and intuitive to use document management.Learn more »
Acrobat Sign Integration
Send, sign, and track files vis Document Locator and Acrobat Sign – a cloud-based e-signature service that is part of Adobe’s Document Cloud Suite.Learn more »
DocuSign Connector
Speed up document signing processes by sending documents for digital signature using the Document Locator DocuSign Connector.Learn more »
Adobe Acrobat
Integration with Adobe Acrobat extends your ability to manage and share PDF files.Learn more »
AutoCAD Integration
Manage drawings and project documents in a unified system for project files.Learn more »
Bluebeam Connector
Speed up reviews with real-time markup and collaboration while capturing versions along the way.Learn more »
Office Integration
Places document management right within the applications people use everyday.Learn more »
Electronic Forms
Replace paper with electronic forms and automate form-based processes.Learn more »
SharePoint Publisher
Maintain strict control and security in Document Locator while easily publishing to SharePoint.Learn more »
Salesforce Connections
Enhance your Salesforce experience with Document Locator by leveraging two powerful connection options.Learn more »
