Integrate document management with other systems

Flexible integration options make it easy to connect files in Document Locator with other business systems across the enterprise, connecting documents and files with their related records in other software applications. This eliminates silos of information from forming in different departments or within line-of-business applications. Integrations are offered as an option and require professional services to configure.

Windows integration in Document Locator

Unify information management across systems with Document Locator's flexible integration options.

Three ways to integrate document management

Power Search

Search and retrieve files in the document management system without 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

Connect with other software applications and databases 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.

SDK-API Integration

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.

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Build integrations with other business applications.Learn More »


Keep everything organized with document metadata.Learn More »


Files are easily retrieved with full text searches on content and metadata tags.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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