Chapter 1: Introduction & Digital Organization

• Role and Responsibilities of a Document Controller.
• Understanding the Document Life Cycle (Draft > Review > Approve > Archive).
• Best Practices: Folder structures, File Naming Conventions, and Version Control (Rev A, B, 0, 1).

Chapter 2: Excel Fundamentals for Controllers

• Setting up the Workspace: Ribbons, Quick Access Toolbar, and Freeze Panes.
• Data Entry Best Practices to avoid errors.
• Cell Formatting: Text wrapping, dates, and custom formats for project codes.

Chapter 3: Creating Master Document Registers (MDR)

• Project: Building a Master Document Register from scratch.
• Setting up columns: Doc Number, Revision, Title, Status, Date.
• Using Data Validation (Drop-down lists) to ensure consistency in status (e.g., "Approved," "Pending," "Rejected").

Chapter 4: Advanced Data Management in Excel

• Filtering & Sorting: Quickly finding documents by date, discipline, or status.
• Conditional Formatting: Automatically highlighting "Overdue" or "Rejected" documents in red.
• Removing Duplicates and cleaning up imported data.

Chapter 5: Essential Formulas for Tracking

• IF Functions: Automating status updates (e.g., "If date > today, show 'Late'").
• COUNTIF / COUNTIFS: Counting how many drawings are "Approved" vs "Pending".
• VLOOKUP / XLOOKUP: Merging data from different logs or finding specific document details quickly.
• CONCATENATE / TEXTJOIN: Generating automatic Document Numbers by combining cell data.

Chapter 6: Managing Transmittals & Submittals (Excel Logs)

• Creating a Transmittal Log to track outgoing documents.
• Creating a Submittal Log to track incoming vendor data.
• Linking sheets (Hyperlinks) to open actual files directly from the Excel register.

Chapter 7: Reporting & Dashboards

• Pivot Tables: Summarizing thousands of documents into a quick status report.
• Charts & Graphs: Visualizing progress (e.g., a Pie chart showing Approved vs. Rejected documents).
• Creating a "Weekly Status Report" for management.

Chapter 8: Data Protection & Sharing

• Protecting Sheets: Locking formulas so others can't accidentally delete them.
• Password protecting confidential logs.
• Page Layout & Printing: Setting print areas for large registers (fitting wide tables on one page).

Chapter 9: Word & PDF Management

• MS Word: Creating Transmittal Note templates and formatted Letterheads.
• PDF Skills: Converting Excel reports to PDF, merging scanned files, splitting pages, and adding watermarks.

Chapter 10: Email & Cloud Collaboration

• Outlook: Professional etiquette for sending Transmittals.
• Cloud Storage: Basics of Google Drive/OneDrive for sharing heavy files.
• Final Assessment: Simulation of receiving a document, logging it in Excel, and sending a Transmittal.