With 15 years of document control experience, I am creating the ultimate system that will be extremely time & cost saving and typing will be minimal. A lot of time is wasted with renaming files (My program does the renaming, even from scanned files)
Fully automated Document Management System in Excel |
Key Features
- Revision Control on OneDrive/Sharepoint
- Supersede Current & Previous revisions and replace attachment on any revision
- See next number before upload
- Automatically rename the file when uploading, using the document number, revision, title & status
- Documents automatically uploaded from work folder to OneDrive in the correct project folder
- Auto Numbering, even drawings with sheet numbers
- Separate folders for confidential documents
- Create mail groups
- Auto text for mail body
- Prefix & Suffix for quick mails
- Create bulk numbers for place holders
- Create Bulk ID to upload and issue a bath even if the number does not follow as in register
- Bulk Upload
- Bulk file renamer, using the document number, revision, title & status
- Create complete email with attachments from excel (WIP)
- Predefined subjects (WIP)
- Transmittal history (WIP)
- Very good and visual project report – Partial (Generate report from DMS to excel and group each number with all revisions. Level 1 will show latest and Level 2 all revisions.
- Dashboards for the following (WIP)
- Percentage Approved for Construction
- showing all different statuses
- NCR’s (Open – Responded – Closed-Out)
- TQ’s (Open – Responded – Approval – Completion of Work)
- RFI’s (Open – Responded)
- PCN’s (Pending – Approved
- Facility Handover (Pending – Approved)
- Taking Over Certificates
- Completion Certificates
- As-Built percentage
- Databook handover (Pending – Approval)
- Percentage Approved for Construction