Document ControlThe register,
The register,
always true.
Files every transmittal, revision, and approval where it belongs. Catches the responses that never entered the system.
Sample Project DashboardKnowledge & Documents
Sample Project › Document Control✕ Exit
Document PipelineManagement portal for 2,482 active project documents
All systems live+ New Transmittal
Inbox42
Reviewer128
Approver14
Approved892
Transmittal12
SharePoint1,394
NameTitleStageModified byDue
PRJ03-CIV-DWG-0190Rev DStormwater Drainage PlanApproverR. DiazOct 22
PRJ01-STR-DWG-0142Rev BFoundation Layout Plan · Sector 04ReviewerS. PatelOverdue 2d
PRJ02-ARC-SPC-0088Rev ACurtain Wall Systems SpecificationInboxM. ChenOct 24
PRJ01-ELC-DWG-0022Rev CPower Distribution Layout · L01SharePointDistributionCompleted
PRJ02-FIR-DWG-0211Rev BFire Suppression Riser DiagramApproverL. JenkinsOct 28
⚡ Live activity
PRJ03-CIV-DWG-0190 Rev DAudit trail for this document
Outlook sent approval requests to reviewers
2-step review chain · Yesterday
2-step review chain · Yesterday
The workflow
From submission to closeout.
Input
Submitted documents and revisions
Off-system emails and marked-up PDFs
SharePoint and doc-control records
Agentic workflow
1Register and code-check
2Validate revision and status
Codes: valid3Route for management approval
Held for sign-off4Prepare and issue transmittal
Issued to recipients5Reconcile off-system responses
Caught off-systemOutput
A register that always shows the truth
Transmittals issued and tracked
Every approval tracked to its revision
Off-system responses filed to the record
01Revision control
Nothing files unchecked.
Number, title, package, discipline, status, and revision code, all validated before anything enters the register. What you see in the register is the truth, every discipline, every level.
document-register
PLX-ARC-XX-00-DR-A-2001Level 00 · General ArrangementRev P04 · Architectural
S2 For informationPLX-STR-XX-01-DR-S-3100Level 01 · Steel Framing PlanRev C01 · Structural
A1 For constructionPLX-MEP-XX-02-DR-M-4210Level 02 · Mechanical LayoutRev P02 · Mechanical
S3 Reconciled from emailResponse found in email thread. Record prepared for filing.
02Reconcile
Catches what never entered the system.
Approvals arrive as emails and marked-up PDFs. Document Control detects them, reads the revision and status code, and prepares a document-ready record, so the register hears about every response.
Off-system response · detected
RE: MEP Layout — approved with comments[email protected] · 2 attachments (PDF)
Matched to the register
DocumentPLX-MEP-XX-02-DR-M-4210
RevisionRev P02
Status codeS3 · reconciled from email
Record prepared for filingFile to register
03Route
Routing you configure once.
Set the review chain, the SharePoint destination, and the transmittal workspace once. Every approved revision follows it automatically, routed for sign-off, filed, and issued to the distribution list.
Configure routingReview & approval chain
1Structural LeadS. Patel
2Design ManagerM. Chen
3Project EngineerL. Jenkins
+ Add stepOn final approvalEmail next approver
Issue Asite transmittal
Include SharePoint link