Electronic Forms

Electronic forms for easy forms processing

The optional addition of PerfectApps makes it easy to create electronic forms of all types, from the simple to the sophisticated, and automate forms-based procedures in Document Locator. Information is conveniently captured directly from users, eliminating all need for manual data entry or scanning later on. Everything is imported directly into the system and can be used to kick-off document form-driven workflows.

  • Build and deploy electronic forms to capture information
  • Automate form-based business processes
  • Make simple or sophisticated forms without knowing any HTML or writing any code
Remote access in Document Locator

Make electronic forms and capture form-based information for automated, advanced processing using eForms with document management.

Easy form building

Drag and drop

Drag and drop individual form objects to create custom forms

Form objects

Embed video, captcha, and other form objects


Publish forms online or internally.


Design forms with logos, images, and colors to reflect your own brand

Electronic forms and Document Locator

Capturing form submissions directly into document management multiplies the advantages of electronic forms processing. Once a form entry is submitted, form data can be used to automatically generate a PDF file – a permanent record inside the document management system. The file can be searched, placed into workflows, managed according records policies for compliance, and more.

  • Capture form data directly in Document Locator
  • Render form data as PDF files, creating a permanent record in the document management system
  • Search and retrieve PDF form submission files
  • Route form submission files in automated workflows for document-style reviews and approvals
  • Manage form submission files according to records policies, in compliance with regulations and audit controls
  • View reports and monitor form submissions and form processing workflows

PerfectApps Add-on

The standard optional PerfectApps add-on includes PerfectApps Forms Generator Workstation Server with unlimited form submitters and two form administrators. Additional PerfectApps add-ons are available for extra form administrators, forms web signatures, attachments in notifications (maximum three attachments in each message), and mobile form design.

Sample Forms

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Web access datasheet

Document Locator’s optional WebTools Browser and WebTools Desktop allow for easy access to files over the internet.Get Datasheet »

Document Control Software

Improve compliance with centralized document control software that organizes records and automates business processes.Learn more »

WebTools mobile access

Access files on-the-go on mobile devices and tablets with the DL Mobile companion for Document Locator.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Ready for a Demo?

Take the first step towards streamlining your processes and enhancing collaboration with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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