Professional Services

Get training in document management

Attend a training class and develop skills in document management using Document Locator software.


Develop skills in document management through our hands-on and practical training courses. Training options include a 3-day Boot Camp course, Masters Classes, and fully-customized courses available on-site at your company. Online video training courses are also available in our customer community.

Boot Camp Training, 3-Day Course

Learn about functionality and usability, planning techniques, configuration, and system administration:

  • Creating folders

  • Profiles and Properties

  • Document Import

  • Document Modification

  • Document Information

  • Searching

  • Views

  • Document Retention

  • Workflow

  • Security

  • Folder Structure Manager

  • Auto Path Templates

  • Document Information

  • Scanning

  • WebTools

Scheduled Boot Camp Classes

Request Boot Camp Registration online, or contact us or call: 800-298-1172.

3-Day Document Locator Boot Camp
01/22/2018 - 01/24/2018 MTW - Portland Training Center, OR
03/05/2018 - 03/07/2018 MTW - Palm Beach Gardens, FL
04/16/2018 - 04/18/2018 MTW - Portland Training Center, OR
06/04/2018 - 06/06/2018 MTW - Portland Training Center, OR
07/16/2018 - 07/18/2018 MTW - Portland Training Center, OR
08/20/2018 - 08/22/2018 MTW - Portland Training Center, OR
09/24/2018 - 09/26/2018 MTW - Portland Training Center, OR
11/12/2018 - 11/14/2018 MTW - New York City, NY
12/03/2018 - 12/05/2018 MTW - (Tentative) Portland Training Center, OR

Masters Classes

Expand your skills in specific areas of document management by attending a Masters Class. Each course covers a single topic in detail, providing a thorough understanding of functionality and business benefits. The Masters series courses are scheduled on various topics and locations throughout the year. For information and course schedule, contact us or call: 800-298-1172.

Scheduled Masters Classes

Document Locator Masters Classes
October 1, 2018 – Reporting - Portland Training Center, OR
October 2, 2018 – PerfectForms - Portland Training Center, OR
October 3, 2018 – Workflow - Portland Training Center, OR

Custom Training

Choose the topics you want covered and have our document management experts arrive onsite to train you and your staff.

We’ll tailor a course that is designed to instruct admins and users alike on specific document management operations at your business. Custom training is particularly useful when specific business solutions have been implemented. We’ll work with you to identify training objectives and determine an appropriate course outline, then arrive on-site to deliver training.

For more information about monthly and custom training options, contact us or call: 800-298-1172.