Convert your checklist into Mobile App

Contact Now

Document Control Software

Looking for document control software built around how your quality team governs documents? We provide it. Inspectly360 delivers a tailored document control solution on our platform, configured to your approval and revision workflow. Book a demo to scope it.

Configured to Your WorkflowFree Setup & OnboardingDedicated Support
4.5/5TrustpilotBased on 3,987 reviews
Quick Answer

Document control software governs controlled documents through their lifecycle: creation, review, approval, revision, distribution, and retirement, with a full audit trail. Inspectly360 provides a document control solution tailored to your operation, built on our records and workflow platform and configured to your document types, approval workflow, and review cadence.

What Is Document Control Software, and How Does Inspectly360 Provide It?

When controlled documents live in shared folders and email, the wrong version gets used, approvals are informal, obsolete versions stay in circulation, reviews are missed, and when an auditor asks who approved a procedure and when, there is no clear record. Generic file storage does not control documents; it just stores them.

How It Works

How Do We Deliver Your Document Control Solution?

We deliver your document control solution in five steps, from scoping your workflow to rollout and support.

  1. 1

    Scope Your Document Process

    We map your controlled document types, approval workflow, and review cadence, so the solution matches how your organisation actually governs documents.

  2. 2

    Configure Approval and Version Control

    We build creation, review, approval workflows, and version control on the platform, so every document has a controlled lifecycle.

  3. 3

    Set Distribution and Obsolete Control

    We configure controlled access, distribution, obsolete-version control, review schedules, and audit trails, so the right version is used and old ones are retired.

  4. 4

    Pilot on One Document Set

    You run the solution on one document set, so approval, version control, and distribution are proven before it scales.

  5. 5

    Roll Out and Support

    We roll the solution across your documents and support it, with document status and audit trails live for your quality team.

What Does Document Control Software Cover?

Document control covers the controlled-document lifecycle: creation, review, approval, version control, distribution, obsolete-version control, review schedules, and audit trail. The scope below is what the platform runs, distinct from generic file storage and the broader quality system.

What Gets Checked

  • controlled document management and owners
  • review and approval workflows
  • version control and revision history
  • controlled distribution and access
  • obsolete-version control and review schedules
  • audit trail and compliance records

Common Defects It Surfaces

  • the wrong version used
  • informal approvals with no record
  • obsolete versions still in circulation
  • reviews missed and documents out of date
  • no audit trail for an approval

Evidence Captured

  • controlled document with approval record
  • version and revision history
  • document control audit trail
Templates align toISO 9001 document controlyour quality manualregulatory documentation requirements
Rollout

Rolling Out Document Control Software

Where Does Inspectly360 Sit Beside Your QMS?

Inspectly360 is the document control layer within or beside your quality system, not generic file storage. Your QMS holds the broader quality processes. Inspectly360 owns the controlled-document lifecycle: approval workflows, version control, obsolete-version control, review schedules, and audit trail. Documents link back to the processes and areas they govern, so document control and its evidence sit within your quality system without duplicating your file storage.

What Should Quality Teams Validate Before a Pilot?

Validate four things during the pilot rather than after. First, that documents move through review and approval with recorded sign-off. Second, that version control ensures the current approved version is used. Third, that obsolete versions are retired and reviews are scheduled. Fourth, that a full audit trail is produced for an auditor. Run one document set so the approve, control, and audit loop is proven before it scales.

Security, Roles, and Records

Controlled documents govern how work is done, so their integrity matters. Inspectly360 enforces role-based access so authors draft, approvers approve, and users access the current version, with obsolete versions controlled. Creation, approvals, revisions, and distribution are logged and retained for the period your quality and audit teams require, so any claim about a document's approval or version can be traced to its evidence with time and author preserved.

Rollout Across Documents

A document control rollout works best document set by set rather than all at once. Start with the controlled documents where the risk of using the wrong version is highest, prove the approve, control, and audit loop there, then extend. Existing documents import so teams do not start empty. Because the configuration is workflow rather than code, each document type can carry its own approval and review rules while document status rolls up to one view for quality leadership.

Comparison

What Changes with Inspectly360

Teams comparing Inspectly360 to shared folders and email for documents see the difference on five points: version control, approval, obsolete versions, reviews, and audit trail.

CapabilityWithout Inspectly360With Inspectly360
Version controlThe wrong version gets used, so people work to out-of-date documents.Version control ensures the current approved version is the one in use.
ApprovalApprovals are informal, so there is no record of who approved what and when.Approval runs as a workflow, so every approval is recorded with owner and date.
Obsolete versionsObsolete versions stay in circulation, so superseded documents are still followed.Obsolete versions are controlled, so retired documents cannot be used by mistake.
ReviewsReviews are missed, so documents drift out of date without anyone noticing.Review schedules ensure documents are reviewed on cadence and kept current.
Audit trailWhen an auditor asks who approved a document, there is no trail.A full audit trail shows creation, approval, and revision history on demand.

One Platform. Mobile-First. AI-Powered.

Manage every checklist in one connected workspace, capture evidence on mobile at the point of work, and let AI turn field inputs into clear, stakeholder-ready reports in minutes.

Mobile inspection app screen showing a shared team checklist with site, date, and report-type options
Collaborate

Collaborate with your team anytime, anywhere

See which checklists your team has in progress across every site, jump into the same inspection with one tap, and keep field, supervisor, and back-office views in sync without sending screenshots on WhatsApp.

  • Organise inspection data by site, team, and date
  • Assign checks to the inspector or vendor responsible
  • Track completion across every location in one view
  • Keep field and back-office in sync in real time
  • Comment on findings without leaving the inspection
Custom inspection report shown as a branded PDF with charts and finding details
Custom Reports

Custom reports that guide your decision making

Every team reports differently. Build the report your operations, quality, or compliance leads actually want to read, share it as a branded PDF, and schedule delivery to the stakeholders who need it.

  • Branded PDF and CSV export from any completed inspection
  • Schedule weekly or monthly delivery to managers and clients
  • Share to email, Drive, Teams, or Slack in one click
  • Filter findings by site, severity, or corrective-action status
Inspection analytics dashboard showing completion and pass-rate trends with a schedule card
Powerful Analytics

Analyse your inspection data with confidence

See completion, pass rate, and recurring findings across every checklist and every site, without pulling spreadsheets together at the end of the month.

Who It's For

What Teams Get from Document Control Software

What changes once document control software is standardised on Inspectly360.

  • Version control ensures the current approved version is the one in use, so nobody works to an out-of-date document.
  • Approval runs as a workflow, so every approval is recorded with owner and date.
  • Obsolete versions are controlled, so retired documents cannot be followed by mistake.
  • Review schedules ensure documents are reviewed on cadence and kept current.
  • A full audit trail shows creation, approval, and revision history for any document on demand.
  • We configure the solution to your document types and approval workflow, and roll it out across your sites.

Reviews From Real People

Capterra ease of use badgeReview platform logo 1Review platform logo 2Review platform logo 3Review platform logo 4Review platform logo 5
4.5/5TrustpilotBased on 3,987 reviews

What our
customers are
saying

Field inspector with tablet on site

Inspectly360 transformed how we manage site safety inspections. The offline capability alone saved us countless hours. Our compliance rate jumped from 72% to 96% in just three months.

Sarah Mitchell

Meridian Construction Group

Field inspector at work

The AI-powered defect detection has changed how we work. Our inspectors capture photos and the system flags issues we'd have missed. It's like having an expert reviewer on every site visit.

James Chen

Pacific Manufacturing Co.

Inspection team reviewing site checklist

Rolling out digital checklists across multiple projects gave us instant visibility into recurring safety issues. We now resolve critical findings in hours instead of days.

Olivia Carter

Northbridge Infrastructure

Ready to Move Document Control Off Paper?

Request This Software

Which Checklist Templates Should Teams Pilot First?

Get started with inspection and audit checklist templates.

View All Checklist Templates
Gap Analysis ISO 9001 Checklist
Template

Gap Analysis ISO 9001 Checklist

This Gap Analysis ISO 9001 Checklist can help you prepare for ISO 9001:2015 certification. Use this to evaluate if ...

500+GET
ISO 45001:2018 Readiness Checklist
Template

ISO 45001:2018 Readiness Checklist

This ISO 45001 readiness checklist can help you identify areas of your business that require further work before your external ...

500+GET
JOB SAFETY ANALYSIS (JSA) FORM
Template

JOB SAFETY ANALYSIS (JSA) FORM

Use this JOB SAFETY ANALYSIS (JSA) FORM checklist to verify critical steps, capture evidence, assign corrective actions, and keep operations safe and compliant.

500+GET
Entry Condition Report for Rental Property
Template

Entry Condition Report for Rental Property

RTA Checklist. The Entry (and Exit) reports provide evidence of the condition of the premises at the beginning and ending ...

500+GET

Frequently Asked Questions About Document Control Software

How is this different from cloud file storage or a QMS?

Document control is not file storage, and it is a specific part of a quality system. Generic cloud storage holds files but does not control them: it does not enforce approval before a document is used, prevent the wrong version being followed, retire obsolete versions, or prove who approved what and when. Document control software governs the controlled-document lifecycle: creation, review, approval, version control, distribution, obsolete-version control, review schedules, and audit trail. A quality management system is broader, holding inspections, audits, nonconformances, and more, with document control as one part. Inspectly360 provides the QMS too, and document control sits within it, without either repeating the other. If your need is governing controlled documents so the right approved version is always used and provable, this is the right page, not a file-storage tool.

How do you deliver a document control solution on a platform?

We build your document control solution on the Inspectly360 platform and configure it to your process, rather than handing you a fixed product. Our team scopes your controlled document types, approval workflow, and review cadence, configures the version control, approval workflows, obsolete-version control, review schedules, and audit trail to match, and rolls it out with a pilot document set first. Because the platform is built for configurable documents, workflows, approvals, and records, a document control solution tailored to your process is delivered without custom code. You get software shaped to how your organisation actually governs documents, supported by our team, rather than the shared folders and email where the wrong version gets used and approvals go unrecorded.

Does it control versions and prevent the wrong version being used?

Yes, and this is the core purpose of document control. Every controlled document has version control, so there is one current approved version and a full revision history behind it, and that current version is the one people see and use rather than an old copy from a folder or an email attachment. When a document is revised, it goes through review and approval before the new version becomes current, and the previous version is retired as obsolete so it cannot be followed by mistake. That prevents the single most common and dangerous document failure: someone working to a superseded procedure, drawing, or specification because it was the copy they happened to have. Because version control and obsolete-version control are enforced by the system rather than relying on people to manage copies, the organisation can trust that the document in use is the current approved one, which is exactly what controlled documents are for.

Does it handle approvals, reviews, and expiration?

Yes. Controlled documents move through a review and approval workflow before they become effective, so every document is approved by the right people and that approval is recorded with owner and date, rather than happening informally over email with no trail. Review schedules ensure documents are periodically reviewed and kept current, so a procedure does not quietly drift out of date, and where documents have an expiration or a mandated review interval, those are tracked with reminders. This matters because an out-of-date controlled document is as much a risk as no document, and the whole point of control is currency as well as approval. Because approvals, reviews, and expiration all sit on the document with time and author preserved, you can show not just the current version but that it was properly approved and is within its review cycle, which is exactly what a document-control audit examines.

Does it provide an audit trail for compliance?

Yes. Document control is a defined requirement of quality and compliance standards, which expect controlled documents to be approved, current, accessible to those who need them, and to have a traceable history. Because every action on a controlled document, creation, review, approval, revision, distribution, and retirement, is logged with time and author preserved, the solution holds a complete audit trail for each document, so when an auditor asks who approved a procedure, when, and what changed between versions, you produce the trail on demand rather than reconstructing it. Compliance records and document status roll up so you can show that the whole controlled-document set is governed, not just an individual document. Turning document history from an untraceable folder into a complete, provable audit trail is one of the main reasons to manage controlled documents in a system, because in a compliance audit that trail is precisely what is being tested.

Less Paperwork. More Visibility.

See Inspectly360 in action with a live demo tailored to your needs. No credit card required.

  • 14 Days Free Trial
  • 1000+ Templates
  • Unlimited Integration