Features

 

 

 

Enterprise-Class Search Engine Technology

Quickly search document metadata for instant results and retrieve document content efficiently. The Document Register also supports user-defined multi-value searches for advanced query capabilities.

  • Instantly search document metadata for rapid results.
  • Instantly search document content for efficient retrieval.
  • In addition to the default search capabilities described above, the Document Register allows for searches based on multiple user-defined values. 

Version Control

Users with appropriate permissions can check out a document, updating its status to "Checked-out" in the DocMastR metadata database. This prevents simultaneous check-outs of the same document by other users, though viewing of the released version remains available. The user who checks out the document (designated as its “owner”) can modify it using their preferred application. Once edits are completed, the document is submitted for approval. Upon approval, the updated document is checked back into DocMastR, with the original version archived and the new version stored in the repository. Previous versions can be retrieved for continued work as needed.

Dynamic Document Register

Provides automatic generation of a PDF for client status reporting.

Transmittal Management

  • Document Controller creates a Transmittal.
  • Sending a Transmittal triggers a workflow for Project Manager review. The Project Manager has the following options:
    • Approve Transmittal: Automatically sends to the client and distribution list.
    • Reject Transmittal: Returns it to the Document Controller with comments.
    • Delete Transmittal: Removes it entirely from the system.

Document Check-Out and Check-In

  • Checking Out Documents: Access the Document Details screen by selecting a document from the main screen, document register, or search results. Use the Check-Out Icon for single document check-out, or the “Process Basket” for bulk check-outs.
  • Checking In Documents: Checked-in documents replace the existing version, with the older version retained separately.

Bulk Document Upload

  • Drag and drop functionality simplifies the addition of existing documents.
  • Network folders linked to Document Scanner facilitate automatic document addition.

Workflow & Email Notification

  • Document review processes are applied during document additions and check-ins.
  • Reviewers can approve or reject new or changed documents.
  • Workflow expiration times prompt escalation to senior management.
  • Email notifications support authorization workflows.

Printable Master Document Register (MDR)

Automatically updates to display the most recent document revisions.

Permission-Based File Control

  • Confidential: Super User access only; cannot be transmitted.
  • Private: Admin and User access; transmittable.
  • Public: Accessible by Client/Vendor; transmittable.

File-Based History

Maintains a comprehensive record of all actions taken on files.

Document Tamper Protection

Once submitted for approval, documents are secured with an encrypted signature (hash code) stored in the metadata database, alerting any unauthorized modifications.

Archiving of Deleted Files

Deleted files enter an "archive" state until they are un-archived or permanently removed.

Reporting Capabilities

DocMastR utilizes a robust reporting engine, Telerik Reports, to generate and export reports in various formats, including PDF, Excel, Word, PowerPoint, Rich Text Format, TIF, Web Archive, and CSV.

Late and Look-Ahead Reports

  • Look-Ahead Reports: Proactively notify document owners of impending deadlines, aiding workload planning.
  • Late Reports: Highlight overdue documents due to unrealistic forecasts or delays in document creation/review by clients, companies, or vendors.

Web-Based Report Designer

Authorized users can create, style, view, and export custom reports for use by other authorized personnel. Applications include automatic generation of Calibration Certificates, Safety Certificates, etc.

Automatic Databooks

  • Automated management of Completion, Handover, and Data-books.
  • Auto-populates cover pages with project details.
  • Generates tables of contents, section separators, and allows printing or zip downloads.
  • Customizable cover pages based on client profiles.

Tested Document Formats

Supports formats such as Microsoft Office Files, PDF, JPG, TIFF, AutoCAD (including X References), MP4, MP3, and ZIP Files.

Browser Compatibility

Works seamlessly on Microsoft Edge, Firefox, Google Chrome, Opera, and Safari.

Fully Configurable System

Designed for full customization to meet your organization's specific needs.