Integrate document management with other systems
Unify information management across systems with Document Locator's flexible integration options.
Three ways to integrate document management
Search and retrieve files in the document management system without ever leaving another software application. PowerSearch technology allows you to simply click on a field inside other applications like accounting systems, CRMs, ERPs, or project management applications, and instantly search and retrieve related files.
ODBC Dynamic Properties
Universal connections with other software applications and databases is possible using Document Locator’s ODBC (Open Database Connectivity) Dynamic Properties. Build dynamic list properties that associate values from within accounting systems, CRM, ERP, and other systems directly with files stored in the document management system and maintain consistency in how files are categorized.
Fully-customizable, bi-directional integrations connect document management with virtually any software application using the Document Locator SDK-API. Actions like file import, check-in and check-out, workflow, view, search, and more are supported. Our SDK-API is fully supported with documentation, knowledge support, and expert professional services.