Features

Document Locator Features

Features

Quickly find documents with instant searches, advanced searches, and saved searches.

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Full-text indexing of file content, including scanned paper files, returns instant search results.

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Collaborate without losing versions, and know the status of documents being worked on by others.

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Find the latest version, view and promote prior versions, and capture a record of every change.

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Stay informed with notifications and alerts that drive awareness and productivity.

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Categorize documents with descriptive information to improve organization and findability.

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Drag-and-drop, copy-and-paste, or save directly from within familiar business applications.

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Convert paper to full-text searchable, digital files for paperless document management.

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Automated routing and approval that is customized to your specific business operations.

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Everyone stays informed with flexible and customizable event subscriptions and notifications.

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Automate tasks to schedule repetitive document management processes.

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Access files on the go in a Web browser for secure, remote access to information.

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Get files on smart phones and tablets with secure, mobile Web access.

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A personal access point to view tasks, participate in workflows, search globally, and run reports.

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Capture, identify, store, and dispose of records according to your defined records policies.

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An enterprise-wide solution for PDF production and publication.

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Quickly organize and package files for hand-off or archiving off-line.

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Manage and share email communications, including attachments, in a unified system.

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Automate the capture of all email records, including attachments, that are sent and received company-wide.

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Preview files and see what is inside before they are opened.

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Quickly categorize files with important metadata facts using a profiling tool.

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Set reminders on documents and files and avoid missed deadlines.

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Incorporate digital signatures with your system and build trust.

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Link related files to one another for associated management in the system.

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Manage groups of files, and groups of dependent or related files, together in Project Folders.

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Send documents and record acknowledgement that recipients have read and understand the files.

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Document Locator supports single-sign-on (SSO) in Desktop, Web, and Mobile for both on-premise and hosted systems using SAML or OIDC, and also allows for multi-factor authentication (MFA).

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Quickly send files to others for their review and approval.

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Administrative Features

Leverages SQL Server for scalable and reliable performance in deployments of all sizes.

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Integrate document management seamlessly with other business systems.

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Capture a record of changes and actions in a complete audit trail.

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Get usage metrics, workflow details, and other important intelligence with reports.

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Robust and trusted security built on the Microsoft NT security model.

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Automate folder structure organization and maintain folder consistency.

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Side-by-side comparisons of documents to see where changes have occurred.

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Synchronize Active Directory accounts with Document Locator.

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Integrations

Connect document management with software and systems across the enterprise.

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Windows integration makes it easy and intuitive to use document management.

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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.

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Speed up document signing processes by sending documents for digital signature using the Document Locator DocuSign Connector.

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Integration with Adobe Acrobat extends your ability to manage and share PDF files.

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Manage drawings and project documents in a unified system for project files.

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Speed up reviews with real-time markup and collaboration while capturing versions along the way.

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Places document management right within the applications people use everyday.

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Replace paper with electronic forms and automate form-based processes.

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