American Contractor Modules
Document Control
With the Document Control module, businesses can efficiently organize, route, and manage documents.
Document Control helps contractors organize and manage the numerous documents associated with every project. RFIs, transmittals, submittals, submittal packages, daily field reports, and other documents may be associated with Maxwell Systems™ American Contractor™ transactions for meaningful, online “paper trails.”
When the Info Center module is used with Document Control, users can attach any file type, note, Outlook E-mail, or URL to a document record, and file attachments can be opened in their native application without leaving the record in American Contractor.
In addition, alerts and security features help project and service managers meet deadlines and control who accesses information. Alerts can be set for “Expiration Date” or “Due Date” to alert multiple users, and a distribution list can be created for each alert. Security features allow managers to control which jobs or work order location a user can view.
Using Document Control, you can:
- Streamline the flow of paper in your accounting office. Any project-related document can be attached in American Contractor, including RFIs, transmittals, submittals, submittal packages, daily field reports, meeting minutes, notes, issues, and more.
- Send documents to multiple recipients by tagging records from a master file or by selecting a category from the Contacts list. This capability streamlines routing for your accounting department.
- Know the history of your American Contractor documents, including a chronological history of document ownership and the history of changes made to a document.
- Keep projects on schedule as document due dates automatically create a user’s Action and Alert.
- Efficiently route American Contractor information with the ability to make multiple distributions for notifications.
- Adapt the interface to suit your needs with customizable screens, form labels, and lists.
- Enjoy the benefits of revision control through auto-numbering of document records.
- Take advantage of system-wide document control through seamless integration with other American Contractor modules.
- Extend the value of Document Control with third-party interfaces, which include MS Office, standard e-mail clients, and standard fax programs.
Plus the module offers useful reports and forms:
- RFI, Transmittal, Submittal, Submittal Package, Meeting Minutes, Notes, Issues, and Daily Report forms are provided and can be easily changed.
- All forms can be previewed, printed, filed, sent via e-mail, or exported to another application.
- Each form has its own log, by project. For example, the transmittal log for a particular project lists each transmittal with pertinent information. This log may be previewed, printed, filed, sent via-email, or exported to another application.

