Folder Consistency

Document Locator gives you greater control to organize folders and maintain folder consistency. You can apply business rules to the creation of folders that speed up document creation and force consistent application of document management practices across the organization.  

• Assign default document Profiles and Properties (indexing) at the folder level to minimize the effort of applying metadata during the document import process.
• Restrict folders to accept only documents that are based on specific file templates.
• Apply auto-naming templates to enforce consistent file naming standards within specific folders.
• Create and assign default column views in Windows Explorer to ensure the displayed data is in the appropriate layout, and includes custom metadata.
• Assign default workflow routes that are automatically initiated when a document is imported to a folder. (Requires optional Automated Workflow)