The Wrong Rev Is on Your Shop Floor Right Now. You Just Don’t Know It Yet.
When operators work from outdated drawings, scrap accumulates before anyone notices. Doc-Trak controls revision delivery inside SyteLine — automatically, without moving your existing documents.
40+ Years as SyteLine Partner | Infor Gold Partner | 800+ Manufacturers Served
Document chaos doesn’t announce itself. It accumulates.
Most document control failures don't surface until scrap accumulates, an auditor asks a question nobody can answer, or a customer calls about a part built to the wrong rev.
Revision control depends on people, not systems
When engineering releases a change, it travels by email. Someone prints it. By the time the update reaches the shop floor, production may already be three hours into the wrong rev.
Audit prep takes weeks. It should take hours.
Every ISO 9001, AS9100, or ITAR audit requires documented proof that your team worked from the correct revision. Without automated revision control, that proof has to be assembled by hand.
Documents live in six places; nobody knows which is current
Engineering drawings on a network drive. Customer specs in email. Job travelers printed and filed somewhere. When a customer calls, your team spends 10 minutes finding a 10-second answer.
Customer changes don’t reach the floor in real time
A customer calls with a revision request. Engineering updates the drawing. Production is already building to the previous spec. Parts are built wrong because information moved slower than production.
"Free" document control isn't free when it costs you an audit
IDM bundled with your SyteLine license stores files. SharePoint stores files. Network drives store files. None of them prove, automatically, that the correct revision was in use at the time of manufacture. The hidden cost of "free" document control shows up at audit prep, in revision-related scrap, or in a customer complaint — long after the "free" decision was made.
Before Doc-Trak, documents move by email and hope. After, they move automatically.
Doc-Trak connects your existing files to the right job, the right revision, and the right person automatically — bundling job packets for every workstation and logging every access for audit, without changing where your files live.
Engineering saves a drawing to wherever it already
Network drive, SharePoint, IDM — nothing moves. Doc-Trak auto-attaches the file to the correct SyteLine job and part record based on naming rules you define once.
Current revision delivered automatically — no printing, no email
Every SyteLine user at that job record sees the current, released revision. Obsolete versions are archived the moment a new revision is released.
Bundled job packets reach every workstation, with operators accessing them in Doc-Trak
Job packets are bundled automatically by Doc-Trak based on rules you configure: parent items pull in sub-assembly drawings, work instructions, and Job Travelers tied to the part being built. Operators access the bundled packet through Doc-Trak's interface inside SyteLine — or through Shop-Trak terminals if Shop-Trak is also implemented. Always reflecting the current revision. Customer changes propagate instantly across engineering, production, quality, and finance.
Every document access, revision delivery, and change event is logged automatically
Doc-Trak maintains a complete, timestamped audit trail with no manual effort. When an auditor asks for proof that operators worked from the correct revision, evidence exports in hours.
What changes when document control actually works
Audit prep that used to take weeks drops to hours. Document retrieval goes from folder-hunting to one click. And revision-related scrap stops at the source before it ever reaches the floor.
The Tool Built for This Problem
The only document control layer built exclusively for SyteLine manufacturers — connecting your existing repositories to the right job and revision automatically, with job packet bundling, AP automation, and AI search built in.
Controlled Document Delivery Inside SyteLine
Doc-Trak is built specifically for manufacturers running SyteLine — by The Lake Companies, with 40+ years of exclusive SyteLine focus. It connects your existing repositories to the right job, the right revision, and the right person — automatically.
- Correct revision delivered to every SyteLine record automatically — obsolete versions archived, not accidentally reused
- Integrates with IDM, SharePoint, Amazon S3, Dropbox, and network file systems — documents stay where they already live
- Digitized job packets bundle drawings, work instructions, and Job Travelers automatically — parent items pull in sub-assembly drawings tied to the part being built
- Operators access bundled packets through Doc-Trak's interface inside SyteLine (or through Shop-Trak terminals if Shop-Trak is also implemented)
- AP invoices scanned, classified, and linked to SyteLine POs automatically — no manual file naming or folder hunting
- AI Search & Query across every document attached to a job, order, or customer, regardless of which repository it lives in
- The only document control layer built exclusively for SyteLine manufacturers — not retrofitted from a generic DMS.
One Product or the Full Suite?
Most operations start with their most pressing gap. If revision-related scrap, audit readiness, or AP cycle time is the problem costing you the most right now, Doc-Trak is the right first move.
See the full Trak-Suite story →
What Doc-Trak looks like in practice. No surprises.
Sixty to ninety days from signed agreement to live revision control, job packets on the floor, and an audit trail that exports in hours — starting with your highest-risk workflows first, no IT project required.
Doc-Trak implementations follow a phased approach starting with the highest-risk document workflows first. Most sites are live on core functionality within 60–90 days.
Repository mapping, auto-attach rule configuration, user training on revision control workflows.
- Document repositories mapped to SyteLine records
- Auto-attach rules configured for part numbers and customers
- Engineering and QA team trained on revision control workflows
Bundled job packets delivered to every workstation. Digitized travelers and routing instructions live.
- Digitized job packets at every workstation
- Shop floor adoption: all operators trained
- Obsolete print removal protocol verified
AP automation and advanced workflows configured. AI Search & Query enabled. First audit-ready evidence export validated.
- AP invoice automation live
- AI Search & Query enabled across all document repositories
- First full audit-evidence export run — hours, not weeks
What You Won't Deal With
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✕No migration project. Doc-Trak connects to where your files already live — network drives, SharePoint, IDM. Nothing moves.
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✕No developer or IT project. Doc-Trak configures inside SyteLine without custom code. IT involvement is a one-time credential handoff.
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✕No system replacement required. If you use IDM for CloudSuite, Doc-Trak works alongside it — automation layer on top, not a replacement.
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✕No disruption to engineering workflows. Engineers keep saving files exactly where they already save them. Auto-attach rules connect those files to the right SyteLine records automatically.
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✕No audit exposure during implementation. Doc-Trak is additive — revision control activates on top of existing documents without altering them.
Real questions from Quality Managers and Operations Directors
The questions we hear before every Doc-Trak conversation — on IDM, SharePoint, transition risk, audit readiness, compliance, timeline, and how operators actually access documents on the floor.
Yes — and this is the most common misconception we encounter. IDM is a repository: it stores files. Doc-Trak is the automation layer on top of IDM and your other repositories. Doc-Trak eliminates the manual work of uploading and tagging files into IDM, and gives users access to every document — from IDM, SharePoint, network drives, or S3 — from a single view inside CloudSuite Industrial. The cloud migration is the ideal moment to add Doc-Trak: you're already reconfiguring workflows, and the window to close document control gaps before go-live is narrow.
Doc-Trak is ERP-connected. Documents aren't just stored — they're linked to specific jobs, parts, customers, and orders inside SyteLine. An operator at a job record sees only the current revision of the drawing for that specific job. A Quality Manager pulling audit evidence sees every document tied to a specific order without searching folders. SharePoint stores files in a folder structure. Doc-Trak connects them to work — and proves, automatically, that the correct version was in use at the time of manufacture.
Doc-Trak maintains a full, automatic audit trail: every document accessed, every revision delivered, every change event. Evidence that used to require weeks of manual assembly — proving every operator worked from the correct revision at the correct time — exports in hours.
Doc-Trak was built with regulated discrete manufacturers in mind. Revision control, access logging, controlled distribution, and audit trail export address the document control clauses in ISO 9001 and AS9100 directly. For ITAR-regulated manufacturers, The Lake Companies has completed a risk scoring project across 810 Midwest manufacturers — including document control configuration assessment.
Core revision control and job packet delivery is typically live within 60–90 days. AP automation can run parallel or follow. Implementation timeline is driven by the number of document repositories and the complexity of engineering change workflows — not by SyteLine complexity. We scope both during a pre-implementation discovery call.
No. Auto-attach rules link existing documents to the correct SyteLine records based on naming conventions or metadata — thousands of documents can be linked automatically without manual re-tagging. For documents that don't follow consistent naming conventions, we work with your team during implementation to define the rules and batch-process existing files.
Ready to see what controlled document management looks like?
Start wherever you are — a live demo, a five-minute ROI calculation, or a checklist you can run on your own.
See a Live Doc-Trak Demo on a Real Shop Floor Scenario
Eliminate the Automation Gap During Cloud Migration Guide
Doc-Trak Is One Part of the Trak-Suite
Doc-Trak works on its own — but add Shop-Trak and every document delivery is paired with live job data at every workstation. Add Fact-Trak and your quality metrics tie to the same audit trail your documents already maintain.
Shop-Trak surfaces live job status, labor, and scrap data at every workstation — connected directly to SyteLine. Combined with Doc-Trak, operators get the right instructions and real-time job data in one place, every shift.
- Live job status at every workstation — no end-of-shift data entry
- Labor captured at source, not estimated after the fact
- Scrap and rework flagged in real time, not in the weekly financials
Fact-Trak connects directly to SyteLine's live database and delivers role-based dashboards for Finance, Operations, and Quality. Combined with Doc-Trak, every metric is tied to the correct revision and the correct job.
- Pre-built dashboards for CFO, Plant Manager, and Quality roles — no BI project
- Live SyteLine data — no exports, no scheduled refreshes
- Quality metrics tied to the same document source of truth as your audit trail