N-XPERT DOC
Document organization & control for ISO-certified operations
Keep every procedure, working standard and work instruction at its latest approved version, train your people on it, and find any record in seconds.
The answer to ISO-based documentation
In an ISO-certified environment, every procedure, working standard and instruction that affects manufacturability and product quality must be properly kept and maintained.
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Procedures kept and maintained
All procedures, working standards and instructions affecting your processes and finished goods live in one controlled library.
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Trained to the latest version
Production operators, technicians, engineers and other employees are trained on the latest approved version of each procedure.
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Records you can look back on
The records produced by your written processes are archived and ready for investigations, improvements and customer complaints.
Highlight features
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Document control
Versioning for every revision, plus watermarks that mark each copy as draft, uncontrolled or archived.
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Encryption
Document security for your controlled procedures and records.
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Access management
User viewing control by cost center, directory owner and user group.
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Document crawling
Search through document indexes by keyword in the content, the file name or the metadata.
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Record management
Document management and archiving, with a dedicated record folder for every approved document.
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Email notification
Signatories and directory owners are notified by email when action is required or a directory changes.
Why ISO-based document management
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Workflow
What everyone sees is usually the PDF or printed copy, yet documents are revised from time to time. Without proper software, time is wasted looking for the original or for the person still editing it.
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Correlation
Training is the hardest part of an ISO-driven system, and retraining is often skipped when documents change. In N-XPERT DOC, any new or modified document triggers a training request for everyone trained, or to be trained, on it.
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Web crawl
Crawling gives every document word, phrase and context references, the same technology used to search the internet. Investigations and records retrieval for reports, especially customer reports, become fast and easy.
One system across the ISO document hierarchy
From manual and policy down to procedures and work instructions, N-XPERT DOC covers documentation, training records and data records on a shared platform.
Create, revise, route and view controlled documents. Approved documents are automatically published as PDF, and every view is watermarked so uncontrolled copies are easy to spot.
- Document viewing
- Creation and revision processing
- Auto PDF generation after approval
- Approval routing
- Controlled viewing with watermarks
- Uncontrolled copy marking
The document control cycle
The same cycle runs for a new document and for every revision.
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Create
Users upload the document in Document Master. It follows the route defined in its document type, or one set by the user.
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Approve
Assigned signatories review and approve it from the Dashboard, with a DRAFT watermark until it is approved.
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Use
The facilitator schedules training in Training Master, and attendees who are present gain access to the document.
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Revise
Check-out locks the document for exclusive editing. Only the person who checked it out can check in the revision, which goes back for approval.
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Archive
The previous version and its records move to Document History, ready to view, download, or delete on schedule.
Every copy tells you what it is
Watermarks are added automatically while a document is viewed, so nobody mistakes a draft or an old version for the controlled original. Only users with download rights can reproduce the original copy.
- DRAFT: unapproved documents being reviewed by signatories
- UNCONTROLLED COPY: approved documents viewed by users without download rights
- ARCHIVED: previous versions and records kept in Document History
Inside NXPERT DOC
The screens your document controllers, signatories, facilitators and users work with.
Document Type Master
- Allowed file extensions for each document type
- A template file attached for reference, so authors use the correct format
- A prefix that sets the document series numbering
- Up to six customizable signatory levels, each with its own lead time and default signatory
- Choose whether the document type requires training
Library Master (directories)
- Public folders open to users in the selected cost center, or private folders for directory owners only
- Folder groups to organize folders, and folders to store documents
- Restrict which document types a directory accepts
- Directory owners who may upload records
- Optional email notification to owners whenever the directory changes
Document Master
Browse the directory tree with each document’s control number, type, author and status, and filter by document type or file name. Registering a document captures its type, access type and facilitator, previews the type’s template, and only accepts the file extensions allowed for that type.
- References: the signatory route from the document type, plus links to related unapproved documents
- Form template: metadata fields (such as title or publish date) that records must fill in, crawled and indexed for search
Dashboard and approval
Pending actions show documents awaiting your approval with color-coded due dates, documents that need training, and pending uploads. Approvers open a watermarked preview and act on it directly, with comments kept on the document.
Training Master
Create a training for a newly approved document or from an existing training: set the start and end dates, location, facilitator and attendees. When the training ends, mark who was present to grant them access.
Record Master
Every approved document gets its own record folder. Upload records with the metadata defined for that document, then find them with full-text search across content, file names and metadata.
Document History
Documents and records archived by a new check-in stay viewable and downloadable, with the record count and the scheduled deletion date shown for each.
Cost centers and users
Build cost centers from division, department, section and subsection. Assign each user to a cost center with a name, email, position, profile picture and signature, and grant access through user groups such as read only, read/write, approve, check-in/out, download, facilitator and global search.
Bring your ISO documents under control
Tell us how your procedures, training and records are managed today and we’ll show you how N-XPERT DOC fits.