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Document Management Software

This Document Control software simplifies document management across your organization.

It automates the review, approval, distribution, retrieval, and obsolescence processes of important documents.

Intelligent search capabilities help users locate the documents quickly and easily.

The centralized nature of this software, combined with access control, ensures that users are using the latest released documents, thus preventing the retrieval and use of obsolete documents.

Document Library

The Document Library section of the Document Management software includes FEATURES like:

Quick and easy way to search and find any document of interest using various filters,

Several methods to submit new documents,

Single-click to view document,

Single-click to view document details, reviewer and approval list as well as its tracking log,

Single-click to create and start the document revision process,

Print out a list of documents of interest,

and Download the document to a local download folder.

Document Library

Document Information

Engineering Document

Each document submitted into this Document Management software can be defined:

using common fields such as Document Number, Revision Level, Description, Document Type, Document Owner, Keywords, and Reason for Submission,

by identifying the review option such as No Review Needed, One Reviewer and One Approver, or a Custom Review and Approval list,

by identifying the release option such as release same file or PDF version of the native file,

with optional fields available that can link a document to a Customer, Vendor, Project, Part Number and Revision Level, and/or a Purchase Order Number,

and, with the system-defined File Type and File Size identified.

New Document Submission Process

When a new document is submitted into this Document Management software the Features provide for:

an entry into the Document Library indicating the document has been submitted and is under review,

identifying the review process such as No Review Needed, One Reviewer and One Approver, or a Custom Review and Approval list,

an electronic review and approval process, when applicable,

an automated email to all reviewers that is system generated based on the review process selected for the document and the reviewers and approvers responsible,

an automated email to document owner when any of the reviewers reject the submission and all parties that had already approved the document for submission,

an automated email to the document owner and to document control personnel when all reviewers have approved the document for release,

and, a single-click operation to release the document.

Document Submission For Review

Document Revision Process

Document Review Process

When a document revision is submitted into this Document Management software the Features provide for:

updating the current document revision in the library to a status of being revised, and a new revision submitted into the Document Library status is under review,

confirming the same review process as the current document revision with opportunity to change,

confirming the same release process as the current document revision with opportunity to change,

an electronic review and approval process, when applicable,

an automated email of the submitted revision to the document, to all reviewers that is system generated based on the review process selected for the document and employees responsible for document review,

an automated email to the document owner and to document control personnel when all reviewers have approved the document for release,

and, a single-click operation to release the new document revision and obsolete the old document revision.

Document Tracking

The Document Tracking FEATURES of Document Management software enables:

logging when the document was reviewed, approved, released, obsoleted and, when applicable, rejected,

logging when the document was viewed, printed or downloaded,

and in all cases the log includes the event, user, date and time and computer name

Document Tracking

Simple Navigation

A KEY Strategy of the Document Control software is Simple Navigation, which includes:

a single-click operation to search and find documents of interest,

instant summary of all documents in review ,

instant summary of all documents approved, awaiting release,

and, a single-click Single operation to review, approve or reject documents submitted.

Document Management Simple Navigation

Reports

Reports

A KEY FEATURE of the Document Control software is that it includes many user-filterable reports such as:

Document History,

Document Tracking,

And, Document Revision History.

Open-Source Software

Another KEY FEATURE of our Document Control software is that it is sold as an Open-Source Software, providing the ability to:

change the software to what you need, rather than change your ways to match the software requirements,

and, open access to all objects of the software, which allows for the adding new data tables, data fields, customize existing forms and reports as well as add new forms and reports.

Open-Source Software

Automation

Automation

A KEY FEATURE of the Document Control software is Automation, which includes:

sending out emails for review of newly submitted documents,

sending out emails for when documents completed review and approval process of newly submitted documents,

sending out emails for when new documents are released,

and, sending out reminder emails to reviewers on documents awaiting their review.

Document Review Progress / To-Do-List

The Document Management software includes a “To-Do-List” which provides the user with a summary list of Documents in the review process that they have some connection with, by summarizing them into the following buckets:

Documents Awaiting Release – No Review Requried,

Dual Review Document(s) That:

– Require Their Review,

Require Their Approval,

They are the Owner of that Still Need Review,

They are the Owner of that Still Need Approved,

That Need To Be Released,

Or, Custom (Multiple) Review Document(s) That:

– Stills Needs Their Department to Review,

Stills Needs Their Owner Review Prior to Review Process,

Stills Needs Their Owner Approval Post Review Process,

– That Need To Be Released.

Businessman hand pushing service button

Best in Class Customer Service and Support

Businessman hand pushing service button

The Document Control software includes Best-in-Class Customer Service and Support by providing:

100% USA-based support,

timely support response via phone, email or online session,

implementation support and guidance and recommendations for your preventive maintenance program approach based on your business, requirements and risk level of the asset and equipment,

all software bugs and abnormal behavior are resolved in a timely fashion and of course is free-of-charge,

and, 100% support on any new features or functionality needed. Database Providers will quote on an as-needed basis and all work completed by USA-based, Database Providers employees.

Setup / Personalization

The FEATURES in the Setup section of the Document Management software provide for:

adding your company’s information and logo so it is represented in all reports, menu and views during its use,

managing a list of employees and temporary workers that may take part in any capacity of the Document Control process or use of the Document Control software,

managing a list of user-defined Document Types such as Form, Work Instruction, Procedure, Specification,  Assembly Drawing, etc.,

managing a list of customers that may be used to identify a customer’s document,

managing a list of suppliers that may be used to identify a supplier’s document,

managing a list of reason codes that is used to categorize the initial submittal or revision of a document,

identifying the storage location for documents being reviewed, released and obsolete documents,

identifying the storage location of ITAR documents being reviewed, released and obsolete documents,

managing a list of ITAR projects and user-access for any ITAR-controlled document

Pricing

MULTI-USER PRICING

LOCAL LAN DOMAIN NETWORK

$699.00 – Microsoft Access Front-End / Back-End (Client/Server)

$899.00 – Microsoft Access Front-End / SQL Server (Express) Back-End (Client/Server)

CLOUD OPTION

Call for Pricing – Microsoft Access Front-End / Cloud Services Back-End (Client/Server)

 

One-Time Fee

No Annual Support Contracts

No Licensing Fees

Microsoft Access not included in the purchase of the software

*Prices subject to change

System Requirements

COMPUTER REQUIREMENTS

Microsoft Access 2007 or higher, 32 or 64 bit, full version or runtime, (Client Side)

Windows 7 or 10, 32 or 64 bit (Client Side)

 

USERS OPTIONS

Single-User — One File, One Simultaneous User

Multi-User — Network Version. Up to 255 Simultaneous Users.

 

LAN / NETWORK / CLOUD  OPTIONS

Local Network Domain Use

Cloud Services

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