Add at least one person. These names populate the approver and reviewer dropdowns throughout the tool. You can add more from Settings at any time.
Press Enter in the name field or click Add.
How do you want to start?
Complete Setup ✓ — Loads a sample document register so you can explore the tool. Remove sample data and add your own documents from the Register tab, or import a spreadsheet at any time.
📥 Import My Data — Have an existing document list in a spreadsheet? Complete setup and immediately open the import wizard to map and load your documents. Sample data is removed first.
📋
Document Control Manager
ISO 9001:2015 · Clause 7.5 — Documented Information · v1.9 — April 2026
ISO 9001:2015The QMS Collective, LLC
Saved
Dashboard
Document control overview
Published
0
Current controlled documents
Pending Action
0
In draft, review, or approval
Total Documents
0
All revisions, all statuses
Review Due
0
At or past review interval
📊 Documents by Type
📄
No documents yet
Add your first document to see the breakdown.
🕐 Recent Activity
🕐
No activity yet
Activity appears here as documents are added and moved through workflow.
Active Standard
This tool is configured for ISO 9001:2015. Clause references, Master List labels, and the Documents by Clause report reflect ISO 9001 clause numbering.
Document Register
All controlled documents — current revisions
🔍
Doc ID ↕
Title ↕
Type ↕
Revision ↕
Rev Date ↕
Owner ↕
Clause Ref
Status ↕
Actions
📁
No documents in the register
Click "+ Add Document" to add your first controlled document.
Workflow Queue
Documents awaiting action — draft, review, and approval
✅
Queue is clear
No documents are currently in Draft, In Review, or Pending Approval.
Reports & Master List
Live views generated from the document register
Master List of Documents
—
—
—
Doc ID
Title
Type
Revision
Rev Date
Owner
Clause Ref
Review Due
📋
No published documents
Add and approve documents to populate this list.
—
—
🕐
Select a document above
The full state transition log will appear here.
—
—
—
—
Doc ID
Title
Type
Revision
Superseded Date
Superseded By
Owner
🗂
No obsolete documents
Superseded revisions are retained here when a document is revised and re-approved.
—
—
📌
No clause references assigned
Assign clause references to documents in the Document Register to use this report.
Import from Excel
—
✓ Full Backup Found
This file contains a complete app backup. Restoring it will replace all current data with the saved state — documents, workflow history, settings, and personnel list.
This will replace all current data
Your current documents and workflow history will be overwritten. Save your current state first if you need to keep it.
Your Spreadsheet Column
Sample Value
Maps To
Setting Status for legacy documents:
Use Published for documents that are currently active and approved in your existing system.
Use Draft for documents that are incomplete or not yet formally approved.
The Import warnings as Draft option above will automatically downgrade rows with data issues to Draft rather than blocking them.
Doc ID
Title
Type
Revision
Owner
Status
⋯
Click ⋯ to expand a row and set Revision Date, Clause, Description, and File Reference. Rows with ✕ errors must be fixed or skipped before committing.
⚠
No recognized data found
The file does not contain a _Backup sheet or a recognizable data sheet. Check the file and try again.
⚙ Settings
—
Organization
Your organization name appears on the Master List, all PDF exports, and Excel workbook headers.
Optional. Displayed in tool footer or onboarding materials.
Quality Management Standard
The selected standard drives clause labels throughout the tool, Master List columns, and the Documents by Clause report groupings. Changing this does not affect your documents — only labels change.
ISO 9001:2015
General quality management. Applicable to any industry. Clause references reflect ISO 9001 numbering.
AS9100:D
Aerospace quality management. Includes all ISO 9001 requirements plus aerospace-specific subclauses.
What changes when you switch standards
Clause reference labels update throughout the tool. Documents with clause references assigned retain their values — you may want to review them after switching. The Documents by Clause report will reflect the new standard's clause list.
Revision Format
Controls how revision levels are labelled on all documents. Applies to new documents and revision increments going forward. Existing document revision labels are not changed.
Preview
Initial release: Rev A — First revision: Rev B — Second revision: Rev C
Document ID Auto-Numbering
IDs are auto-generated with a type prefix when you add a new document. You can always override the generated ID at entry time.
To adjust the starting number for any document type, go to ID Counters in the left menu.
Approval Workflow Configuration
Set the default workflow path for each document type. These defaults apply when a new document is added. Individual documents can have their workflow overridden at the time of entry.
Workflow paths
Single Approver — Draft → Pending Approval → Published Two-Step — Draft → In Review → Pending Approval → Published Three-Step — Draft → In Review → Pending Approval → Published (with separate Reviewer and Approver roles)
Personnel List
Names in this list populate the approver and reviewer dropdowns throughout all workflow actions. Add everyone who may review or approve documents.
Press Enter in the name field or click Add.
Default Review Intervals
Set the default review interval for each document type. These are applied when a new document is added. Individual documents can have their interval overridden at entry time. Set to 0 for no scheduled review.
Review Due Report
Documents approaching or past their review due date appear in the Review Due report under Reports & Master List. The due date is calculated from the revision date plus the interval in months.
Document ID Counters
These counters track the next auto-generated ID number for each document type. Increase a counter if you need to skip numbers (e.g. to align with an existing numbering system). Never decrease a counter below the highest existing ID — it will create duplicate IDs.
Adjust Counter
The next document of this type will receive this number.
Document Types
Add custom document types or edit existing ones. Each type has a unique prefix used for auto-generated IDs (e.g. SOP → SOP-0001). Built-in types cannot be deleted while documents of that type exist.
Editing Type:
Used in auto-generated IDs. 2–5 characters, letters only.
Add New Document Type
2–5 letters. Used in auto-generated IDs (e.g. POL-0001).
How document types work
Each type defines an ID prefix, a colour used in the register and reports, and a label shown throughout the tool. The prefix must be unique. Workflow defaults and review intervals for new types can be set in the Workflow and Review Intervals sections after saving.
Reset Options
Use these options with caution. All actions below are irreversible. Save your Excel backup before proceeding.
⚠ Clear All Documents
Removes all documents, workflow logs, and counters. Organization settings and personnel list are preserved. Use this to start fresh after testing with sample data.
⚠ Full Reset
Clears all data and returns the tool to first-run setup. Organization name, personnel list, settings, documents, and workflow history are all erased. The setup modal will appear on next load.
Add Document
Enter document details. Fields marked * are required.
🔒 This document is Published. Core fields are locked. Edit metadata fields below, or initiate a revision to change the document content.
Document Identity
Document Type
Determines the document's ID prefix and default review interval. SOPs cover processes (how things are done). Work Instructions are step-by-step task guides. Forms are templates filled out during work. Quality Manual is the top-level QMS document. External covers customer specs, standards, and supplier documents — these follow a separate update workflow that doesn't require internal approval routing.
Select a type to auto-generate an ID.
Document ID
Auto-generated using the document type prefix and a sequential number (e.g. SOP-0003). You can override this with any ID that matches your existing numbering system — just type directly in the field. Once a document is Published, the ID is permanent. Use the ↺ button to regenerate if you accidentally edited the field.
Revision
Auto-set on initial entry based on your revision format.
Revision Level
Auto-set based on your configured revision format (Alphabetic or Numeric). For new documents, this is the initial release level — Rev A or Rev 1. For legacy documents being entered into the system, type the actual current revision. When you initiate a new revision via the register, the level increments automatically — you don't change it here.
Auto-set to today on approval. Edit for legacy documents.
Revision Date
For documents entering the approval workflow, this date is automatically set when the document reaches Published status — you don't need to set it now. For legacy documents you are loading into the system at their current Published state, enter the actual date that revision was approved. This date is used to calculate the Review Due date in the Reports tab.
Ownership & Classification
Optional. Assigns this document to a standard clause.
Clause Reference
Optional — but valuable for audit prep. Assigning a clause links this document to a specific requirement in your standard (ISO 9001 or AS9100). The Documents by Clause report in the Reports tab shows all documents grouped by clause — which is exactly what an auditor will ask for when they review a specific clause during an audit.
Control Settings
Approval Workflow
Controls how many steps the document must pass through before it reaches Published status. Single Approver: Draft → Approval → Published. Two-Step: adds a separate submission step before approval. Three-Step: adds a formal Review stage between submission and approval — used when the reviewer and approver are different people. Choose based on your documented approval requirements — your registrar may ask to verify this matches your quality manual.
Review Interval
How often this document should be reviewed for continued accuracy and relevance. The Review Due report flags documents approaching or past their due date. AS9100 and ISO 9001 require periodic review of documented information — your registrar will check that reviews are happening on schedule. Most SOPs and work instructions use 12 or 24 months. Forms can often be set longer. External documents track the issuing body's revision cycle, so "No scheduled review" is common.
External Document Details
File Reference
Optional. This is a reference only — the tool does not store document content.
File Location / Link
A reference pointer to where the actual document file lives — a network path, SharePoint URL, Google Drive link, or file share address. This tool does not store document content — it manages the controlled register. The file lives in your document storage system. This field just makes it easy to find the file from the register. Visible in the document View panel and on PDF exports.
—
—
Update External Document Record
—
External Document Update
This updates your controlled record to reflect the latest revision you have received. The prior revision is moved to the Obsolete Archive for retention. No internal approval workflow is required unless you choose to route for acknowledgment.
Current Revision / Edition
—
Source / Issuing Body
—
Free text — enter the revision label exactly as it appears on the document.
Update if the issuing body has changed. Leave blank to keep current value.
Optional — record who was informed of this revision update.
What this does
The record will be set to Pending Acknowledgment status. It becomes the active controlled record once the named person confirms receipt in the Workflow Queue.
Initiate Revision
—
What happens when you initiate a revision
A new Draft revision is created with an incremented revision level. The current Published version remains active until the new revision completes its full approval workflow. Both versions exist simultaneously in the register.
Current Revision
—
Current Status
—
New Revision Will Be
—
This will be recorded in the workflow log as the initial entry for the new revision.
Reason for Revision
Required — and important for audit evidence. This entry becomes the first record in the workflow log for the new revision. Common examples: Annual review — no changes required, Process change — updated step 4.3 per engineering request, CAR-0012 response — corrected acceptance criteria. Auditors often review revision histories to verify that changes are traceable to a documented reason. Be specific enough to be meaningful six months from now.
Submit for Review
—
⚠ This document will be returned to Draft. A rejection reason is required.
A rejection reason is required.
Confirm Action
Are you sure?
📋 Document Control Manager — Overview
The QMS Collective, LLC · Clause 7.5 — Documented Information · v1.9
Why This Tool Exists
AS9100 and ISO 9001 Clause 7.5 requires organizations to control their documented information — maintaining a current register of approved documents, managing revisions through a defined approval process, and retaining records of changes. This tool replaces spreadsheet-based document registers and manual revision tracking. It gives you a complete, audit-ready controlled document register with a built-in approval workflow, revision history, and review scheduling — without the overhead of a full DMS system.
How It Works — Document Lifecycle
➕ Add Document
Enter metadata, assign workflow
→
📝 Draft
Being authored
→
🔍 Review
Technical review (if configured)
→
✅ Approval
Authorized approver signs off
→
📗 Published
Active controlled document
→
🔄 Revision
Cycle repeats; prior rev archived
External documents (customer specs, standards) follow a separate update path — no internal approval workflow required. Workflow step count is configurable per document type in Settings.
What This Tool Does for You
Eliminates the "which version is current?" problem. One Published record per document ID at all times. Prior revisions move automatically to the Obsolete Archive.
Generates your Clause 7.5 Master List on demand. The Reports tab produces a live, export-ready master list that satisfies registrar audit requests instantly.
Flags documents approaching review due dates before an auditor finds them overdue. The Review Due report gives you advance warning.
Preserves a full revision history with who took each workflow action, when, and why — the complete audit trail required by AS9100 and ISO 9001.
Saves and restores your entire register to and from Excel — your data stays on your machine, not in a cloud you don't control.
Before You Start
📋 Know your quality management standard — ISO 9001:2015 or AS9100:D (drives clause labels throughout)
👤 Have a list of personnel who review and approve documents — you'll add them during setup and in Settings
🔢 Decide your revision format — alphabetic (Rev A, B, C) or numeric (Rev 1, 2, 3) — this cannot be changed retroactively without updating existing records
📁 Know where your actual document files live (network path, SharePoint, Google Drive) — you'll enter these as reference links
💾 After your first session, use Save Excel to back up your register — the tool auto-saves to your browser, but an Excel backup is your safety net
What the Tool Produces
📋 Master List of Documents
All currently Published documents. The primary Clause 7.5 deliverable. Exportable to PDF and Excel.
📊 Status Summary Report
Count of documents in each status. Shows the health of your document control system at a glance.
🕐 Revision History
Full workflow log for any document — who took each action, when, and what they recorded as the reason.
⚠ Review Due Report
Documents at or past their scheduled review date. Use this to stay ahead of audit findings before they happen.
🗂 Obsolete Archive
All superseded revisions with their effective dates. Required retention under AS9100 and ISO 9001.
📌 Documents by Clause
Published documents grouped by standard clause. Directly answers the auditor question: "Show me your documents for Clause X."
Data & Privacy Note
All data entered into this tool is stored locally in your browser (localStorage) and in any Excel files you export. Nothing is transmitted to any server. There is no cloud sync, no login, and no external data storage. Your document register stays on your machine.