Document Control

A vendor document register for every job. Document Control tracks the drawings, procedures, certificates and data books a job has to deliver — who has each one, which revision, what the customer said — and can hold the delivery until the critical ones are accepted.

01

Register

One list per job: every document the job has to deliver, with its revision, who holds it and when it is due. Built from a standard requirement set or the customer’s own SDRL.

02

Transmittal

Documents sent to the customer or a supplier — numbered, with the transmittal note produced and the response date on the clock.

03

Receipt

What came back, and the verdict on each document. An acceptance finishes it; a comment opens the next revision with a resubmit date.

04

Data book

Everything for the job — controlled documents, certificates and the job’s own paperwork — built into one indexed pack.

Build the register ›› request from suppliers ›› approve in house ›› transmit to the customer ›› record the return ›› ship.

Built into the job, not beside it

Document Control lives inside Softrader Cloud. The register is created from the order, the suppliers on it are the suppliers on the job, produced documents and certificates register with a click, and the delivery note knows whether the documentation is complete — with a warning, or a hold, when it is not.

Document Control — Register
A job's document register: each controlled document with its revision, custody, customer return code and due date
The register
Every controlled document on the job with its revision, who holds it, the customer’s return code and the due date. Overdue and shipment-critical lines stand out, and the selected document opens alongside with its files and history.
Document Control — Transmittal
The final step of a transmittal: three documents to the customer for approval, numbered on sending
Transmittals and receipts
Tick the documents, choose the recipient and the purpose, and Softrader numbers the transmittal, produces the note and sends it. Returns are recorded against it — by you, or by the customer from a secure link.
Document Control — Expediting
Expediting: documents sent to suppliers and not yet returned, grouped by supplier with days late
Expediting
Everything sent and not yet back — by customer, by supplier and in house — with days late. One click chases a supplier for all of it.
Document Control — Data Book
Building a manufacturer's data book: documents, certificates and produced paperwork arranged into sections
Data books
Assemble a manufacturer’s data book from the register, the certificates and the job’s paperwork: sections, cover, index and page numbers, as one PDF or a zip. The finished book goes back on the register as a document in its own right.

Your forms, your customer’s rules

Transmittal notes, receipts, cover sheets and the register printout are forms you shape yourself, with a variant for each customer who has their own numbering or layout. Issue copies pick up the customer’s cover sheet, stamp and watermark automatically — the original file is never touched.

Document Control is in development for Softrader Cloud. It follows the Document Control module Softrader 7 users will remember, rebuilt for the cloud and extended. Ask us about early access.