Member Organizations

Member organizations of all types manage documents, member records, and operational files with greater ease in an electronic membership document management system.

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Member and organization document management

Member organizations, labor unions, promotion boards, and associations and non-profits are using Document Locator to improve access to files so staff can make faster decisions, member inquiries can be responded to quicker, and time is saved filing and retrieving member records.

Document control benefits

Search and retrieval

Respond to member inquiries faster with instant search and retrieval of member files and organization records.

Electronic document management

Capture paper records electronically for storage, routing or approval.

Security

Offer secure, self-service access to documents and files.

Records management

Manage member records of all types, including: applications, disputes, correspondence, grievances, actions, rulings, etc.

Member organizations document control features

Records Policies

Manage documents, email messages, and files according to defined records management policies.Learn More »

Auditing

Capture a history of all changes and actions with a complete audit trail logged in the system.Learn More »

Versions and Revisions

Capture a history of all document changes and control who has access to version and revision history.Learn More »

Workflow

Define and automate repeatable process steps using document workflow with notifications and approvals.Learn More »

Digital Signatures

Eliminate manual steps and capture digital signatures with DocuSign or Adobe Acrobat integration.Learn More »

Search

Find the files you need fast with instant full-text and metadata document searching. Use advanced search criteria.Learn More »

Security

Manage and control who has access to files with robust and flexible security options.Learn More »

Reporting

Make quick and accurate decisions with ability to analyze metrics, workflow details, and more.Learn More »

Document Imaging

Scan and convert existing records to digital format and make them searchable with document scanning.Learn More »

Optional integration unifies documents with member records

Member files can be associated with their counterpart records in the membership database platform, making it easier to file and find documents when you need them. Several integration options are possible, including PowerSearch, ODBC, and SDK-API.

Electronic forms speed member requests

The addition of electronic forms speeds form processing and reduces errors in form request procedures. Members submit requests in a browser-based eform. The complete form submission (including attachments) is immediately saved in the member records management system. There is no need to re-key or manually re-enter form information. Form processing begins at once, with automated workflow handling the routing of form information for reviews and approvals.

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Case study

Smart software transforms usefulness of important archives at Oregon Professional Liability FundRead now »

Electronic forms

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

Document management system

A document management system is a critical asset in speeding up processes, lowering risk, and reducing operational costs.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.
Quality & Compliance
HR files under control

Employee files under control

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

Structured project files

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

Automate business processes

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

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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