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iDoc – DMS Connector

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Automatically and Accurately Linking Documents With a Single Click

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Overview

What iDoc Software Offers Your Team

iDoc automatically maintains course-related information at par between ISOtrain and your industry-standard DMS software via ISOtrain’s interface to document management systems.

Course Content
Synchronization
Data
Accuracy
Audit
Readiness
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Course Content Synchronization

Make your DMS and ISOtrain content perform as one. Use iDoc’s wizards to easily set up customizable parameters, records and processing definitions, then let its procedures control the DMS automatic upload at predefined times — populating, evaluating and updating your course catalog data, creating module course assignments and training history records into ISOtrain with no user involvement. iDoc stands guard for you while you focus on meeting the industry’s compliance requirements.

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Data Accuracy

Eliminate data entry errors caused by human intervention by automatically obtaining course catalog and employee information from your DMS. Seamlessly improve data accuracy, and remain informed through logs, emails and reports so you always know your content data situation at any point in time. iDoc performs all maintenance with accuracy and speed, and increases your content-management personnel’s productivity

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Audit Readiness

iDoc operates under ISOtrain’s umbrella, thus is also 21 CFR Part 11 and GMP 211.25 / 820.25 compliant. With iDoc’s automated, integrated and transaction-audited DMS content uploads, your company remains in compliance and is audit-ready at any time!

Features

Automatic, Accurate and Fast

iDoc bridges the maintenance gap without human intervention and keeps you in compliance with regulatory requirements.

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Wizard Approach

Follow iDoc’s step-by-step configuration to easily establish how ISOtrain will interact with your DMS. You can easily map ISOtrain’s record definitions to one or multiple DMS structures, map file locations, customize transaction tracking, versioning and output files preferences, and establish…

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Customize Your Data Definition

Define file and record mapping for each DMS system you want to synchronize with ISOtrain. Specify default fields’ equivalencies, record selection criteria, processing flags and formulas for evaluation. You can also configure restriction and error management, and define output files’ directory placement, prefixes and file sizes.

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Scheduled Processing

Perform an initial load and then automatically upload DMS information into ISOtrain at predefined times. Let scripts containing stored procedures and execution packages access, validate, track errors, notify you of changes and upload your DMS information directly into ISOtrain’s database without user involvement.

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Customize Your Processing

Preestablish your recurring upload schedule and configure your jobs by start date, day of week, time of day and frequency. Specify URLs, management logs for error, deactivations and uploads, version tracking and electronic signature auditing.

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Automated Data Validation

Eliminate data entry errors through automated upload and data validations, with full control of which DMS courses are brought into ISOtrain. Perform all content data maintenance functions with accuracy and speed, and manage and resolve errors and failures through logs, emails and reports. iDoc…

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Customize Your Notifications

Indicate which notifications you wish to receive, plus where and how to receive them. Configure your email’s domain and SMTP, and customize message content for upload, errors and requirement changes. Automatically receive all information pertaining to your scheduled updates for further evaluation…

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Complete DMS Integration

Easily access iDoc with the same credentials used to log in to ISOtrain. Seamlessly interact with one or multiple commonly used DMS systems and training-related applications, allowing you to maximize and fully integrate your available resources while meeting the industry’s compliance requirements.

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FDA Compliant

Under ISOtrain’s umbrella, be in compliance with procedural and industrial regulations — FDA, cGMP, 21 CFR Part 11 and other regulatory requirements — through robust security management, login, electronic signatures and audit trails. All upload and validation activity is automatically…

iDoc Document Management Keeps Your Content Data Synchronized

Configure and perform automatic data synchronization between ISOtrain and as many DMS systems as needed.

Wizard-driven configuration guides the process of establishing data correspondence, processing parameters and notification preferences.

Once defined, iDoc automatically runs the scheduled jobs on the day, time and frequency you specified.

Always know the status of your content data synchronization — errors, updates, requirement changes — with automatic log generation, email notifications and transaction auditing. Be audit-ready!

iDoc FAQs

We want to help you streamline your training content process and focus on your team’s development. Here are answers to common questions about how iDoc automates the connection between your documents and your training system.

Yes, it does. iDoc acts as a reliable bridge that automatically synchronizes course content between your external DMS and ISOtrain. This feature actively aligns your course definitions and training materials with your master documents. Automating this connection allows your team to train on the latest approved content without manually transferring files back and forth.

iDoc is designed to be highly flexible and tailored to your unique environment. We use a wizard-driven configuration tool that allows us to map data from multiple industry-standard systems. ISOtrain seamlessly integrates your essential tools, whether you rely on a single central DMS or pull documents from various sources. Our platform allows you to keep your existing infrastructure while ensuring your training data remains accurate and accessible.

iDoc handles all the heavy lifting for you. When you update a document in your DMS, iDoc detects the change and automatically manages the revision process, updating the course catalog version instantly. iDoc can also recognize when a significant change requires retraining, triggering new training assignments for your staff. With an automated workflow, your team always has access to the most current SOPs and procedures.

We believe in total transparency to support your administrative needs. iDoc generates detailed logs for every upload, successful transfer and potential discrepancy, so you can see exactly what happened during every synchronization event. You can configure the system to send automated email notifications about the status of your data and keep you informed. With proactive communication, you can stay on top of your system’s health and address any attention items quickly and easily.

iDoc operates under the same secure umbrella as ISOtrain, meaning it tracks all automated upload activity in a secure audit trail and data security log. Clear documentation verifies and records every automated action — from a simple file update to a major course revision — to meet strict 21 CFR Part 11 standards for electronic records.

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