Doc-Trak | Document Automation for Manufacturing
Never Search Again for Your Drawings, Work Instructions, Invoices, And More
Doc-Trak™ offers a revolutionary, modern, and simplified approach to document automation, enterprise content management, document management, work instructions, and enterprise collaboration—all in one user-friendly application. With this Infor SyteLine compatible ERP solution, you will experience best-in-class document management and automation that streamlines your office and manufacturing operations.
Save time and eliminate the annoyance of managing physical paperwork. With Doc-Trak you can manage nearly any file type and give everyone real-time access to the information they need resulting in better business decisions.
Doc-Trak is the ticket for keeping your manufacturing business agile, competitive, and responsive to the rapidly evolving industry. Doc-Trak is the crucial information management connection that your company needs to work effectively every day.
Document Automation
- Create efficiency by ensuring access to the correct document version across all departments
- Bundle or merge non-ERP documents together with SyteLine forms — including purchase orders, order verifications and job packets — to provide all information you need to ensure accuracy with your vendors, customers and shop floor workforce
- Archive SyteLine forms and scanned documents based on your own rules that define where individual documents are stored in the cloud or on your network, and how they are named
Visual Work Instructions
- Clear Visual Guidance: Integrate images, diagrams, and videos for easy-to-follow instructions.
- Real-Time Access: Ensure workers have the latest instructions directly on the shop floor.
- Customizable Layouts: Tailor instruction layouts to meet specific process needs.
- Seamless ERP Integration: Automatically link instructions with job orders for accuracy.
- Interactive & Updatable: Allow workers to mark progress and easily update instructions across all stations.
Linking Documents
- Seamlessly link emails, email attachments, and other Windows® documents by simply dragging and dropping them into Doc-Trak
- Take advantage of automated, rules-based attachments in Doc-Trak to intelligently link documents and folders that have smart paths and filenames, even SharePoint 365 documents
- Navigate in SyteLine ERP to any module/record and Doc-Trak will bring back all the related documents without as much as a single click
Integrate with Existing Systems
- Doc-Trak is designed to seamlessly integrate with SyteLine ERP, CRM, Quality, Plant Maintenance, Service Management, CPQ, and of course, Shop-Trak
- Doc-Trak supports many languages throughout the world
- Through Doc-Trak you can take digital pictures and videos on the shop floor of quality issues or products as they are ready to ship to customers. Upload those images directly to SyteLine from Shop-Trak and the documents will be saved in your preconfigured place, with meta-data defined filenames
- Utilize Doc-Trak to easily attach files and documents in email without the hassle of searching for them
- Seamlessly link emails, email attachments, and other Windows® documents by simply dragging and dropping them into Doc-Trak
Reduce Reliance on Paper
- Ensure document traceability when you, your customers, or your suppliers require material certification document tracking throughout the use and genealogy of materials
- Create efficiencies across your manufacturing organization by creating digital access to important documents like drawings, work instructions, payroll, job costing, and more
- Eliminate paper waste while saving time, material, storage, and disposal costs of physical files