Document Management for Manufacturing
Efficient document management ensures your manufacturing organization always uses the correct revision of procedures, work instructions, standards, and specifications. With robust version control, automated reviews, and archiving, our Document Management module supports ISO 9001 & AS9100 compliance, reduces risk, and improves productivity.
Documents You Can Manage
- Standard Operating Procedures (SOPs)
- Work Instructions, Routers, Travelers, Process Flows
- Forms, Templates, Data Sheets, Specifications
- Material Safety Data Sheets (MSDSs)
- Training Materials, Videos, Manuals, Tests
Core Features
Get Current Revision
Quick and easy retrieval of the latest released document using multiple searchable attribute fields.
- Search by document number, type, owner, keywords
- Ensure employees can only access approved revision
Electronic Review & Approval
Automate the review and approval workflows to ensure only approved document versions are released.
- Define reviewers and approvers
- Automatic notifications and to-do lists for review tasks
Automatic Transfer Between Status
Automatically move documents from review → approved → obsolete upon release or revision events.
- Obsolete old revisions when new version is released
- Maintain archive for past revisions
Document Tracking
Track who viewed or downloaded a document and when, for full audit history and accountability.
- View logs for downloads / views
- Timestamped access and modifications
Multiple Submission & Release Options
Support flexible workflows for document submission and release based on your business rules.
- No review required workflow
- Review & approval required workflow
- Custom reviewers & approval lists
- Release Microsoft Word Documents as PDFs
- Release Microsoft Excel Documents as PDFs
Storage & Archival
Store your documents electronically in defined document control locations and archive old revisions properly.
- Defined storage locations for current/obsolete documents
- Support for both native and PDF formats
User To-Do List & Reminders
Ensure users don’t miss document reviews or approval actions via unavoidable tasks and reminders.
- Tasks appear in user to-do lists
- Automatic reminders for pending reviews or approvals
Document Attributes & Metadata
Rich metadata support for easier search, sorting, and linkage to other modules.
- Document number, revision, description, type, owner
- Keywords, BOM links, file size, format
How It Works – Document Management Demo
Watch these short videos to see how our Document Management module automates approvals, tracks revisions, and keeps your team using the correct documents at all times.
