Doc-Trak | Document Automation for Manufacturing
Doc-Trak is the document automation and workflow layer that connects your documents to your SyteLine records — across IDM, SharePoint, file servers, and cloud storage — so the right document reaches the right person automatically.
Doc-Trak is not a document repository.
It’s an automation and ERP-context workflow layer that sits on top of the repositories you already use — IDM, SharePoint, Amazon S3, Dropbox, and local file systems. Documents stay where they live. Doc-Trak makes them instantly accessible from any SyteLine record, automatically filed, and governed by rules you define.
If you’re evaluating Doc-Trak alongside IDM: they’re complementary. IDM stores. Doc-Trak automates, links, and delivers.
"Our teams are very dependent on their Doc-Trak connections. They've gotten so used to the ease of finding any document — POs, invoices, drawings, certifications — that if something isn't there, I hear about it immediately."
Doc-Trak 2026
Now available for cloud and on-premise SyteLine deployments
- IDM Integration — access and file IDM documents directly from Doc-Trak, without switching tabs or systems.
- AI Powered Search — search across all attachments on any record, with highlighted results for fast retrieval.
- SharePoint Saving Rules — route documents into SharePoint using the same rules-based workflow as any other repository.
- On-Premise Availability — all 2026 features available for on-prem deployments, not cloud-only.
Doc-Trak preserves automated filing, AI search, and delivery workflows during your move to CloudSuite—without manual tagging or process breakdown.
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
Enhance your manufacturing efficiency with the Doc-Trak/Shop-Trak Visual Work Instructions Integration:
- 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.
Boost productivity and reduce errors with intuitive, accessible work instructions available in Shop-Trak.
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 Infor’s CloudSuite Industrial: SyteLine ERP, IDM, 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
Whether you’re evaluating Doc-Trak alongside IDM, planning a cloud migration, or looking to close document control gaps across departments — we’ll show you exactly how it works in your environment.
