DocMastR - The Document Management System

A comprehensive Software as a Service (SaaS) solution that stores documentation and connects project teams through intelligent document management. Powered by ParrotCode Ltd.

Getting Started

Core Navigation & Access

Essential Access Points

DocMastR provides multiple entry points for efficient project management. Access your Project Dashboard for comprehensive oversight, Status Dashboard for real-time updates, and Daily Planners tailored for UK and India operations.

The system includes Document Submission tracking, Project Details views, and secure logout functionality to maintain data integrity across all sessions.

Document Addition Methods

Multiple Upload Options

Choose the method that fits your workflow best

01

Single Document Add

Upload individual documents with detailed metadata

02

Bulk Document Upload

Process multiple files simultaneously for efficiency

03

Check-In System

Manage document versions and revisions

04

Master Register Upload

Import comprehensive document registers

Transmittal Management System

Incoming Transmittal

Receive and process documents from external sources with full tracking capabilities.

Outgoing Transmittal

Create and distribute documentation packages to stakeholders and project teams.

Transmittal Log

Maintain comprehensive records of all document exchanges for audit trails.

Document Register & Scheduling

Register Types

DocMastR offers two register formats to match your project needs. The Master Document Register provides comprehensive tracking with full metadata, while the Basic Document Register offers streamlined functionality for simpler projects.

Both integrate seamlessly with the Document Scheduler for timeline management and project coordination.

Document Scheduler Features

The Document Scheduler provides dual visualization methods for managing project timelines. View your documents through Gantt-style timelines for sequential planning or use the calendar interface for date-specific tracking and milestone management.

Administrative Tools & Configuration

Active Workflows

Monitor and manage ongoing approval processes across all projects.

Bulk Check-Out

Efficiently manage multiple document checkouts for team collaboration.

Email Groups

Configure distribution lists for automated notifications and updates.

Workflow Groups

Set up approval chains and review processes for document control.

Comprehensive Reporting Suite

Multi-Regional Reporting

DocMastR provides extensive reporting capabilities tailored for different operational regions. Generate Excel Direct reports for India and UK operations, track on-time submissions by project engineer, and create comprehensive Late/Look-Ahead reports across all projects.

Additional features include Databook production, Process Basket management, and specialized customer submission tracking for complete project visibility.

Training & Support Resources

1

System Basics

Login procedures, security protocols, and project creation fundamentals.

2

Document Operations

Adding documents, bulk uploads, and check-in processes.

3

Transmittal Workflows

Creating outgoing transmittals, managing incoming documents, and workflow management.

4

Advanced Features

Databook creation, Master Document Register management, and placeholder updates.

Phone: +(1) 403 901 4371 | Copyright © 2010-26 ParrotCode Ltd.

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