by Brad Bowyer | Jul 22, 2014 | Document Control
Once a link has been established between two document systems, it must be recorded, and included on every subsequent exchange. This generally takes the form of document numbers being assigned in both your and the customers systems. If your customer gives you a...
by Brad Bowyer | Jul 17, 2014 | Document Control
Upfront, or on initial submission, you must provide the relationship between your document number, the customers requirements, and the purchased equipment In vendor documentation, this correlates to a document code (provided by your customer), and the tag number of...
by Brad Bowyer | Jul 15, 2014 | Document Control
Every document must have a unique number. Whether you use sequence, or sheet numbers, there should be a unique ID for every document which links it to some data system in your office. With the correct ID, you should be able to pull up all of the information about the...
by Brad Bowyer | Jul 10, 2014 | Document Control
If a document starts as an independent file, it should stay as an independent file. You should be able to access all versions, and detailed metadata, for every document. When you want to submit compilations, it should be POSSIBLE (not necessarily prudent) to create...
by Brad Bowyer | Jul 8, 2014 | Document Control
We hosted a webinar a few weeks ago that looked at 8 simple rules for successfully submitting vendor documents. This is rule #1. Only one copy of any document should be submitted (per project). If you find yourself sending in the same information more than one time,...
