Good Day Gentlemen!

I've posted in here quite a bit recently, grabbing bits and bobs to try and complete a wee project I've started for myself.

I'm a document controller and I'm used to doing my job using some kind of Electronic document management software.

I believe I can create something better fitting on Excel and it would probably be a lot cheaper than the £2000 I've been quoted this far, and a lot more flexible.

However I know I can't do this alone, although I've picked up a bit of VB from posting on here and written some of my own macros, I can tell when something is simply out of my grasp. I've searched around quite a bit for someone else who's taken this approach before, and though I know excel is used by other for document controllers I don't think anyone else has undertaken the task of turning a workbook into a proper multi-functioning document control system.

This is probably boring to the most of you, but if anyone likes a challenge and enjoys programming then your help would be greatly appreciated.

Basically this workbook would include:
  • A Master Document Register (MDR)
  • A Transmittal Form
  • A Transmittal Register
  • A list of contacts

The master document register would include metadata for each document(doc no, title, revision, date, originator, project no), a hyperlink that would open the document.

The transmittal would be populated by selecting the documents from the register and using a macro. You'd then fill in the rest of the details yourself. You'd be able to create a pdf of the transmittal form and generate an e-mail by selecting the contacts you want from the contact list, using a macro.

When you save the transmittal it would create a new row in the transmittal register to say when, why and who the document was sent to. and also have check boxes to say if it was returned or not.


Those are the basic requirements I'd be going for. I'd probably add to it over time. If anyone who's quite advanced in excel/VB think that this is too much of a task to undertake. Then please say, I get that I'm probably punching above my weight here but I think it can be done.

So far I have a speadsheet that can generate e-mails automatically and can (partially) fill out the transmittal form based on data from the MDR.
But I've been working on it using a fairly messy spreadsheet that I was experimenting using macro's on so it's full of unwanted coding etc.

Again, I urge anyone who fancies a bit of a challenge to reply. I'm on here most days and will be updating this post regardless with what I come up with.


Kind regards,

R