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
  • Documents automatically uploaded on OneDrive.
  • Auto Numbering, even drawing numbers with sheet numbers (no other big system can do auto numbering on drawings with sheet numbers)
  • Automatically rename the file when uploading, using the document number, revision & title
  • Bulk Upload
  • Transmittal history
  • Separate folder for confidential documents, documents can be quickly moved between public & private folder
  • Create mail groups
  • Auto text for mail body
  • Predefined subjects
  • Prefix & Suffix for quick mails
  • Create complete email from excel
  • Bulk file renamer, with prefix & suffix and separators (when signed drawings is scanned)
  • Create bulk numbers for place holders
Before project folders is created (note red block)

Updates ribbon automatically when ‘Create Project’ button is pressed. Every time you open the file, it will check if the folders exist.