Document Profiles

Document Locator supports document and folder "Profiles," which are collections of user-defined document metadata called "Properties." Customizable Profile and Property features add a powerful level of descriptive information to documents, making them easier to categorize, store, locate, and retrieve.

You can easily customize Properties and Profiles to match specific needs in your organization.

• Add fields for free-form text, dates, or numbers so that users can quickly tag documents with relevant information.
• Create pull-down lists for common labels, such as departments, regions, product names, and more.
• Use Dynamic List Properties to integrate Document Locator with external database tables from accounting, CRM, or ERP systems.
• Build nested dynamic Properties that automatically populate or define allowable selections based on values already selected.
• Configure folder-level defaults so new documents are automatically indexed according to desired Properties.
• Configure custom or pre-defined views with Profile Properties.
• Capture document version-specific metadata with version-level properties.