DOCUMENT CONTROL SYSTEM

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Crest Business Solutions

The iDoc Document Control Solution provides organizing, routing, tracking, authorizing and
distributing all documentation involved in projects.

It gives flexibility to Document Controllers to incorporates workflows that include your documents
themselves, the protocols or SOP’s put in place to control them, and who gets to interact with
them, who will verify and who will approve.

Verify,
Document Release and
Manage and Approve
Submission Track
Review

The iDoc streamlines process for document submission, verification, review, approval, distribution,
retrieval, and track the lifecycle of document.

You’ll gain revision control and revision history tracking while being able to enforce document
standards. You’ll also be able to automate the periodic review of aging documents.
Modernize your approval process with iDoc, below are the easy steps

- Document Creation, Approval & Issue

o Assign document number and create new document or drawing, fill the form, and
submit to Document Controller

- Document Submission
o Requestor can submit documents easily by filling up the form, select versions
upload the document
o Requestor will receive notification by email on the Document Submission
o Document Controller will receive notification on the Incoming Document Request

- Document Controller
o Admin side
▪ Configure easily and Quickly
• Submission Type
• Category of Documents
• Type (Sub-Category) of Documents
• Stage of Documents
• Version of Document or Package
o Track the incoming documents
o Review all incoming documents
o After review, approve the document, select the users to verify and submit for
Verification
o Verifier will review the documents, approve or reject with comments
o Once verifier approves, the request goes to Final Approver
o Approver can approve or deny the request
o Once final approver approves Document Controller will get the email notification
with the details on details as name of approver, comments, date and time of
approver.
o Details can be put in preparing transmittal, attach the approved document, and
submit to client or the requestor

- Document Verifier
o Receive email whenever a document needs your attention
o Go to My Task and check the pending documents for your review
o Approve or Deny the document
o Comment or ask for resubmission
o Approve with comments for final approver
- Project Owners
o Track and View Reports, in tabular and Chart formats
o Any time you can view the stage of request and it is with whom
o View Charts to know how many request Pending and Approved
o How many Documents Accepted by Client and how many pending?
o Overall Documents of the projects and filter by
o Easily search documents
o Fix the deadline for overdue documents
o Create custom reports using Power BI, Reporting your way
▪ Improve visibility and tracing of performance through “out-of-the box”
report and dashboards
▪ Increase organization wide visibility by creating and sharing (KPIs) to
decision making
▪ Refine reports with the information you need and configure reports &
dashboards to suit specific organizations needs
▪ Map dashboards to better track, control and optimize critical process
▪ Ensuring one source of reporting truth
o Send reminders for open tasks to avert missed deadlines

Interested ! Call us or email for demo request.

CREST BUSINESS SOLUTIONS CONTACT US

iDoc Apps Crest Business Solutions Sdn Bhd
❖ Document Control System 11-3-6, Danau Desa Business Center, Jalan
❖ E-Forms Approval 4/109f, Taman Danau Desa, 58100 Kuala
❖ Document Filing Lumpur, Wilayah Persekutuan Kuala Lumpur
❖ Document Generator Email: info@crestsolution.com.my
iHR Core HR Process & Workflow Tel: 0126721050
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