DocSuite DMS
Control the documents your teams work on every day.
DocSuite DMS organises and controls working documents, so teams know which version is current and how a document reached its present state.
The problem
What DocSuite DMS is built to fix.
Which version is current?
Copies multiply across email and drives until nobody is sure which document is authoritative.
Changes lose their history
Edits overwrite earlier work, so the reasoning behind a revision is hard to recover.
Documents drift between teams
When several teams contribute, working files fall out of step with one another.
Where it fits
Document control for active work.
Where ECM sets the organisation-wide governance approach, DMS concentrates on the documents in active use: organising them, controlling them and keeping their history intact while work is in progress.
DocSuite DMS
Organisation and control of working documents
Governance of content across the organisation
Retention once documents are no longer active
Capabilities
What DocSuite DMS does.
Confirmed capability areas. Detailed functionality is shown in a tailored demonstration.
Document organisation
Working documents held in a structured, organised way rather than ad hoc folders.
Document control
A controlled place for documents that are being drafted, revised and reviewed.
Revision history
A revised document is kept as a new version, with its history retained.
Hand-off to Flow and Archive
Positioned to work with DocSuite Flow for approvals and DocSuite Archive for retention.
What it brings
Purpose-built for content & governance.
One authoritative copy
Teams work from the controlled document instead of circulating attachments.
History you can follow
Earlier versions remain available when a revision needs explaining.
Teams in step
Contributors from different teams work against the same controlled record.
A clean end state
When work completes, documents can move on to retention in DocSuite Archive.
In practice
A drawing revision, from submittal to permanent record.
How DocSuite DMS supports document control on a project. Integration scope is confirmed during discovery.
Revise
DocSuite DMS
The revised drawing is controlled as a new version, with the history kept.
Review
DocSuite Flow
The submittal is routed to the right reviewers for approval.
Issue
DocSuite DMS
The approved version becomes the current working document.
Retain
DocSuite Archive
At handover, project records are retained and remain retrievable.
How we deliver
Implementing DocSuite DMS with Umbrella IT.
Discover
We map your processes, systems and governance requirements before proposing a configuration.
Configure
The software is configured around your structures, roles and approval paths.
Integrate
We connect the platform to the systems your teams already rely on, where supported.
Train
Administrators and users are trained in the way your organisation will actually work.
Support
We remain accountable for the platform after go-live as your needs evolve.
Structure before migration
We agree the document structure and naming with your teams before existing files are brought across.
Integration
Integration with other systems is assessed during discovery. We do not assume a connector exists until it has been confirmed for your environment.
Deployment
Deployment and hosting arrangements are agreed per engagement and confirmed in writing before contract.
Questions
About DocSuite DMS.
Next step
See DocSuite DMS on your own document control problem.
Show us how a document moves through your teams today, and we will demonstrate how DMS would control it.