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 – Done
  • Supersede Current & Previous revisions and replace attachment on any revision – Done
  • See next number before upload – Done
  • Automatically rename the file when uploading, using the document number, revision, title & status – Done
  • Documents automatically uploaded from work folder to OneDrive in the correct project folder –Done
  • Auto Numbering, even drawings with sheet numbers – Done
  • Separate folders for confidential documents – Done
  • Create mail groups – Done
  • Auto text for mail body – Done
  • Prefix & Suffix for quick mails – Done
  • Create bulk numbers for place holders – Done
  • Create Bulk ID to upload and issue a bath even if the number does not follow as in register – Done
  • Bulk Upload – Done
  • Bulk file renamer, using the document number, revision, title & status – Done
  • Create complete email with attachments from excel
  • Predefined subjects
  • Transmittal history
  • 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)
Level 1
Level 2