Document management

This topic contains 11 replies, has 8 voices, and was last updated by  Michael Nystrand 1 month ago.

Viewing 12 posts - 1 through 12 (of 12 total)
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  • #6825 Reply

    jimmy Wright
    Participant

    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
    Participant

    +1

    #11535 Reply

    Jay Mullen
    Participant

    +1,2,3

    #11541 Reply

    Jordan Clark
    Participant

    +4

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

    #12266 Reply

    meastman
    Participant

    i would also like to see this implemented.

    #12329 Reply

    ck@kpevo.com
    Participant

    +1

    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

    melaasd
    Participant

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

    #12859 Reply

    Jay Mullen
    Participant

    +1

    #13006 Reply

    Joe DiSabatino

    +1

    #13024 Reply

    Serena williams

    I have recently started using D-tools. Thanks for adding this feature!

    #13028 Reply

    jimmy Wright
    Participant

    Hey Dtools,
    We’re almost at a year and no response to this request? Is there any plan to add these features, or should we start switching to connectwise?

    #13044 Reply

    Michael Nystrand

    This is needed asap

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