“Solutions,” Inc. Document Locator User Meetings
The Radisson Hotel, Ames, Iowa
Date October 2, 2019 Online Registration Form

“Solutions”, Inc. is offering a half day of DL instruction on October 2, 2019 at the Radisson Hotel in Ames, Iowa – exit 146 off of Highway 30 on University Boulevard. See AGENDA below.

It will be held from 2:00 pm to 5:00 pm and is the day before the annual Auditor Budget School. There is no cost for this meeting. This class is geared towards anyone who wants to learn more on how to set work with Document Locator.

Please return your registration form by September 25, 2019. Alternatively, you may send an email to register to boppedal@gmdsolutions.com.  If emailing your registration, please include name, email addresses of all attendees, and what office.

Call the Radisson Hotel at 1-515-268-8808 to make any needed room reservations.

We will discuss how to use Document Locator and upcoming projects that we are working on. The meeting will also give you the opportunity to hear from others as to how they are using the product. There will be plenty of time to ask questions so bring your list!

We look forward to seeing you on October 2, 2019.


“Solutions” Document Locator User Meeting

The Radisson Hotel, Ames, Iowa

OCTOBER 2, 2019 

Names of Attendees:

Attendee 1   Attendee 1 E-mail Address:   

Attendee 2   Attendee 2 E-mail Address:

Attendee 3   Attendee 3 E-mail Address:

Attendee 4   Attendee 4 E-mail Address:

Total # of Attendees:  


Document Locator Meeting Agenda
• Viewing and Image Services in Vision*
• Rearranging Columns, Sorting Columns, Adding Columns on the Fly
• Searching in Document Locator
o Basic Search
o Advanced Search
o Saved Searches
• Creating Annotations
o Default Stamp-Black Ice
o Timestamp-Black Ice
o Comment-Adobe
• Printing
• Emailing
• How Clients are Currently Using Workflows
• Projects in Process
Items that can be attached to/linked to Vision*

*Discussion will vary depending on the group in attendance
Open Discussion