Why DocMastR?

DocMastR enables anyone receiving an email transmittal to download a document, whether registered or not.
Additionally, the Document Controller can select the transmittal method (either as an email attachment or via FTP).
This is particularly beneficial for regulated industries where evidence of procedures through corresponding signatures, and the dates of document stamping and signing, is required.

The Document Controller creates the transmittal.
The "Send" action initiates a workflow that forwards the transmittal to the Project Manager for review. The Project Manager can:
- Approve the Transmittal – resulting in automatic dispatch to the client and distribution list.
- Reject the Transmittal – it is returned to the Document Controller with comments.
- Delete the Transmittal – it is permanently removed.

Proactive reports that notify document owners of documents due within the designated look-ahead period, aiding in workload planning.
Project Deliverables: Documents due to be issued to the client within the next 30 days, including first-time issues and those returned by the client with comments for further input.
Client Documents: Reports on documents due from the client within 30 days, covering both initial issues and documents requiring further client input following review comments.

Late reports highlight overdue documents, prompting corrective actions. Delays may be due to unrealistic initial forecast dates or overdue actions by the client, company, or vendor.
Project Deliverables: Documents overdue for issuance to the client, including first-time issues and those requiring re-submission following client comments.
Client Documents: Documents overdue for issuance by the client, including first-time issues and those needing re-submission following review comments.

Transmittal cover sheet featuring live client review functionality.
- Clicking the link opens a secure webpage for attaching documents to return to the Engineering Company for entry into the Document Management System.
Clients can assign review codes (approved, approved with comments, rejected) to each document.

Document review processes for new or modified documents upon addition or check-in.
Reviewers can approve or reject documents.
Workflow expiration triggers escalation to senior management.
Email notifications for file authorization workflows.

Departmental reviewers can authorize or reject files for publication to the repository.

Ensures users can retrieve previous versions of documents after checking in or out, allowing continued work from any selected point.
Particularly useful for documents that evolve and require updates while preserving past versions for reference.

Allows read, write, admin, or restricted access to individual files based on user or group permissions. Configurable for user and file settings:
- Confidential: Access limited to Superuser and User (cannot be transmitted).
- Private: Admin and User access; document can be included in transmittal.
- Public: Accessible by Client/Vendor; document can be included in transmittal.

Deleted files are moved to an "archive" state, where they can be restored or permanently deleted.

Document Management: Deals with everyday documents with typically short lifespans and a single version.
Document Control: Manages documents throughout their lifecycle, with enhanced security, versioning, review processes, visibility, availability, and audit trails.
Document Control is a regulatory necessity for many industries.