SharePoint Publisher

The Document Locator SharePoint Publisher is an add-on that allows you to maintain strict control over critical documents while ensuring they are easily accessible to the workforce. By integrating Document Locator’s advanced document control and compliance capabilities with SharePoint’s access and distribution features, this add-on automates the secure publication of final approved documents directly to SharePoint. This approach not only guarantees the integrity and security of your files but also enhances overall efficiency. By using Document Locator to manage and finalize documents before publishing them for access in SharePoint, you benefit from a streamlined, scalable solution that ensures rigorous document control, quality assurance, compliance, and easy access for your team.

With the SharePoint Publisher, automated workflows ensure that the latest approved version of a document, along with its metadata, is published to a designated SharePoint location. These workflows allow organizations to set triggers based on document status, approvals, or other specific conditions within Document Locator.

By leveraging this add-on, organizations can efficiently manage document lifecycles within Document Locator, maintaining compliance and version control. At the same time, critical documents are made accessible in SharePoint. This integration combines robust document control with enhanced accessibility, ensuring the right version of approved documents are always available.

Leveraging Document Locator’s ability to push enhanced properties to SharePoint provides a significant advantage over relying solely on SharePoint’s native capabilities. Unlike the cumbersome process of manually updating document properties in SharePoint—where each property must be individually edited in a time-consuming manner—Document Locator allows for a seamless, automated transfer of richer, more detailed metadata. This not only improves the user experience by providing clearer context around each document but also makes it easier for users to find the documents they need.

The Document Locator SharePoint Connector serves as a powerful add-on for teams of document creators who want to maintain the quality and consistency of their documentation. It complements SharePoint, allowing your business to benefit from the best of both worlds: the robust document control and metadata management of Document Locator, alongside the familiar availability of information in SharePoint.

• Requires Professional Services for configuration
• Requires a modern version of Document Locator (21.X and above), and SharePoint (2016 or newer)
• Requires SSL, SSO, Entra, and an application registry in O365 via SAML connectivity.
• Does not set or provide security settings in SharePoint.
• Does not transfer documents in SharePoint to Document Locator

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