Software Capabilities
ECM (Enterprise Content Management) and document control capabilities converge in a platform that is flexible, easy-to-use, and scalable to meet business needs now and into the future.
Business Solutions
Unique challenges of businesses and departments are resolved in a document management system that tailors function to the objectives of the company.
Uses In Industries
Expertise that is industry-proven provides dependable document management solutions for issues that are both familiar and recognizable.
Product Features
Seamless integration with Microsoft Windows and core business applications adds document management functions within the familiar software people know and use every day.
Home > Product Features > Profiling and Metadata
Document Metadata
Organize with document metadata
Easily customize document properties and profiles (metadata) to match the business needs of your organization.
Document Locator® supports document and folder "profiles," which are groupings of metadata values called "properties." Both the profile settings and property settings are fully configurable.
Document metadata adds descriptive information to files, making them easier to categorize, store, locate, and retrieve.
- Configure for free-form text, dates, or numbers.
- Create pull-down lists for common labels, such as departments, regions, or product names.
- Use dynamic list properties to associate values with external database tables from accounting, CRM, ERP systems, etc.
- 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.
- Capture file version metadata with version-level properties.
- Document Profiles (PDF)
Datasheet on document profiles and properties. - Document Management Software
Windows-integrated document management.
