Document Controller

Document Controller Course Overview

We are pleased to provide a comprehensive skill development training programme covering all aspects of document and records management (from creation to destruction) while incorporating interactive, hands-on exercises.

The timely, accurate, and effective creation and management of documents fall under the purview of a document controller. They are in charge of the cataloguing, grouping, filing, archiving, and retrieval of both electronic and paper documents created by technical teams, projects, or divisions.

Document Controller Course Objectives

The (DMS - Document Management System) Course is an in-depth, interactive, hands-on programme that covers all facets of document control tasks, from creation to disposal. The fundamentals (such as document checks, numbering, identification, filing, and distribution) and more complex topics are covered in our Document Controller Course (such as lifecycle, as-built, procedures, reports, interfaces and more).

Who needs the Program?

For those who want to advance their careers as document controllers, project coordinators, or supervisors who must properly manage their documents, this extensive programme has been created. Personal assistant, document controller, and executive secretary.whoever requires a cutting-edge filing system for project work.

This course is both for

Beginners in Document Control

(DMS – Document Management System): this course gives a robust foundation for the profession, explains all the tasks and responsibilities. You will acquire competencies that can be applied to day-to-day work.

Experienced Document Controllers

(DMS – Document Management System): If you are an experienced Document controller you will learn the discipline ‘on-the-job’. This course furthermore consolidates basics, formalizes knowledge and enhances the Document controller competencies. It also allows experienced Document Controllers to compare their knowledge with Industry best practices.

Document Controller (DMS – Document Management System)
1Course Learning Outcome
  • Disciplines and organizes Microsoft Office documents
  • Leads to faster creation and retrieval of documents
  • Reduces duplication of work
  • Creates consistency in documents
  • Eliminates the fear of accidental overwriting
  • Effectively monitors document creation process
  • Improves productivity at the workplace
  • Proves helpful in legal compliance
  • Improves security of documents
  • Ensures smooth working in case of leave/transfer/
  • Turnover of staff
  • Leads to fewer draft copies save stationary
  • Saves precious time and effectively money
Oracle Aconex Training
1DAY 1 Session 1
Session 2
Table of Content
Documents Basic
Tasks in Documents

These are the every-day tasks you’ll carry out on a regular basis within Documents

  • File Naming Guidelines and Best Practices
  • Upload a document into Aconex.
  • Update (Supersede) a Document
  • Download a document from Aconex.
  • View Document Activity
  • Open and Review Documents in Aconex
  • Transmit your document.
  • Upload documents from external services
  • Preview a Document.
  • Resolving File Not Loading errors in the Office Online Viewer
  • Viewing and editing MS Office documents in Aconex
2Session 3: Advanced Tasks in Documents

These are tasks that usually only advanced users will carry out.

  • Edit Document field values inline.
  • Documents marked ‘awaiting your review’.
  • Mark document as no longer in use
  • View the Event Log to see which users have accessed or changed a document.
  • What are Temporary Files?
  • Duplicate versions of the same document.
  • What is a “locked document”? How do I lock or unlock a document?
  • Restore a previous version of a document.
3DAY 2
Session 4: Superseding and Transmitting Documents
  • What is a supersede candidate?
  • Transmit updated documents to people who have old versions using an auto update transmittal.
  • Access previous versions of a superseded document
  • Manually update your document register from a transmittal
4Session 5: Using Related Items

You can use Related Items to create relationships between documents. Then when you look at the properties of a document you can see a list of all related documents and navigate to them directly.

  • What is Related Items?
  • Viewing Related Items
  • Adding Related Items
  • Remove documents in Related Items.
5Session 6: Working with a Large Number of Documents

Following these processes can help save you time.

  • Restrictions when working with a large number of documents.
  • Create multiple document placeholders at the same time.
6Session 7: Upload
  • Upload multiple documents and move them into the Document Register
  • Upload multiple documents to Aconex at the same time using a Zip file upload
  • Create a document upload profile

  • Upload and supersede files in batches
  • What is a metadata file?
  • Upload and supersede documents using the Multi File Upload tool
  • Upload and supersede documents using the Bulk Processing tool
7Session 8: Download
  • Download multiple document files
  • How do I manage the document review process?
  • Are you managing the request and review cycle with your suppliers?

Searching in Aconex

Find the right information when you need it.

  • Search Basics
  • Working with Search
  • Advanced Search Techniques
  • Search-Based Report
8DAY 3 Session 9:
Email Notifications
  • Configure your email notifications.
  • Open Mail from an email notification
  • Reply to an email notification (as a guest)
  • Register Incoming Mail received from outside Aconex.

Manage Mail
  • Mark mail as read.
  • Mark mail as unread
  • Mark sent mail as your response.
  • Close-out sent mail.
  • Create a mail signature.
  • Create a mail template (auto-text)
  • Set a default template (auto-text) for a mail type.
9Session 10:
Other Tasks in Mail
  • Create a mailing group
  • Send mail to a group
  • Add notes to mail
  • View mail awaiting approval
  • Print mail
10Session 11:
Workflows make it easy to set up, track, and complete document reviews on your project.
  • What are Workflows
  • Review Document in a Workflow
  • Start and Manage Document Reviews
  • Create and edit Review Templates
  • Workflows for Org Admins
  • Workflows for Project Admins
  • Sub workflows
11Session 12:
Tasks in Aconex

Use the Tasks page to manage your ‘to do’ list in Aconex.

  • Tour of the Tasks page
  • Clearing tasks from your Tasks page
  • Opening mail from the Tasks page
  • Receive automatic email notifications for overdue tasks
  • Managing your mail via the Tasks page
  • Opening a document transmittal
  • Open documents in a workflow to review them.

Benefits of learning Document Controller at Solve Tech Training Institute

  • Our experienced professionals are instructing this course.
  • Solve Tech provides you the facility to schedule the classes according to your availability.
  • Following each session, you'll receive the course material for your own future reference.
  • You will receive an internationally recognised certification after completing the course.


Focused Training
Placement Assistance
Lab Support
Expert Trainers

Flexible Timing
Interview Prepration
Hands on Training
Affordable Course Fee