Document management

This topic contains 6 replies, has 7 voices, and was last updated by  melaasd 4 months ago.

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  • #6825 Reply

    jimmy Wright

    Document management of the entire project needs to be added to D-Tools. Attaching cut sheets to products, which would then allow us to run a report to make job binders, training dox, and submittal sets.

    File management as part of design and sale is a huge strain on jobs. Each product should have the ability to have a cut sheet field, a user manual field, and a spec page field. This field is a file location, where D-Tools then copies/saves it to the server database. From there, a report that allows us to “build” a collection of these documents based on a check box of which products and which files.

    D-Tools next step as an INFOCOMM member should be to help integrators to be able to follow industry best practice on submittals, documentation, training docs; and this step starts with robust document management as part of design/sales

    #11514 Reply

    Colin McIsaac


    #11535 Reply

    Jay Mullen


    #11541 Reply

    Jordan Clark


    Document submittals and revision management (not just .dlt revisions, but issue revisions)

    #12266 Reply


    i would also like to see this implemented.

    #12329 Reply


    This is something that has a massive return for “little” investment. From what I’ve seen in the software you guys have most of the infrastructure in place for implementing something like this pretty easily. We have an item on our internal roadmap to create something to this effect based on exported DTools data but it would be exponentially better as an integrated solution.

    #12367 Reply


    Absolutely. Being able to attach PDF’s to catalog items and then assembling submittal reports from those would be YUGE.

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