Organization
Categories, Numbering & Repository
Structure that builds itself.
Per-category number formats generate document numbers from plant, department and version. A virtual repository groups accessible documents by dimensions you choose — no folders to maintain — and header templates render a consistent masthead on every document.
What you get
Built to hold up under scrutiny
Automatic numbering
Versioned number-format templates build the document code from category, plant, department and version.
Virtual repository tree
The tree is generated by grouping accessible documents (plant → department → category → subcategory); only non-empty branches show, with counts.
Header templates & custom fields
One masthead per category, plus admin-defined custom fields stored without a schema change.
Capabilities
Inside this capability
- Versioned categories and subcategories with their own change-control lifecycle
- Automatic, sequence-backed document numbering per category
- Per-category header templates / mastheads pinned to the effective version
- Reusable document templates as starting points
- Custom field definitions with validation, stored in metadata
- Virtual repository grouped by configurable, ordered dimensions
- Filterable lists and dashboards by lifecycle and workflow state
- Retention policies, periodic review, disposition and legal hold
- Asynchronous bulk project-document import with progress
How it flows
Step by step
- 1
Configure
Define categories, number formats, header templates and retention.
- 2
Create
New documents auto-number and inherit the category masthead.
- 3
Browse
The repository groups everything you can access into a live tree.
- 4
Retain
Periodic review, disposition and legal hold govern the long tail.
FAQ
Organize — questions
No. The repository is virtual — it groups the documents you can access by an ordered set of dimensions (plant, department, category, subcategory, custom fields) and shows only non-empty branches.
Each category has a versioned number-format template that composes the code from category, plant, department and version, backed by a gap-free sequence.
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See how YourDocVault controls the full lifecycle — with the audit trail, e-signatures and controlled copies your quality system needs.