Features

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 »

Active Directory Sync

Synchronize Active Directory accounts with Document Locator.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 »
See how document control works

See how document control works.

Free guide to policy management

Free guide to policy management.

Watch a document control demo

Watch a document control video.