DIY Document Control Register

Document Control Register – Excel Template

Take control of your business documents with The Business Toolkit NZ Document Control Register — an easy-to-use Excel system designed to help you manage document versions, review dates and revision history in one organised place.

Perfect for businesses managing policies, procedures, SOPs, forms, registers, plans, manuals and other controlled documents.

What’s Included

Document Master Register

Keep a central record of your controlled documents, including:

• Document number
• Document title
• Category
• Document owner
• Current version
• Issue date
• Review date
• Days until review
• Review status
• Document status
• File/location link
• Notes

Automatic Review Tracking

Simply enter your review dates and the register automatically helps identify documents that are:

• Current
• Due for review within 30 days
• Due within 31–90 days
• Overdue
• Under Review
• Archived

Document Control Dashboard

Get a quick overview of your document-control system, including active documents, overdue reviews, upcoming reviews, documents under review and archived documents.

Revision History Register

Maintain a record of changes when documents are updated, including previous and new versions, changes made, author, approver and change date.

Document Numbering Guide

Not sure how to number your documents? We've included a simple numbering guide with examples for:

• Policies – POL
• Procedures – PRO
• Safe Operating Procedures – SOP
• Forms – FRM
• Registers – REG
• Plans – PLN
• Manuals – MAN
• Checklists – CHK

You can customise these prefixes to suit your own business.

Fully Customisable

Add your own business logo and details, edit document categories, customise owners and statuses, and adapt the register to suit your organisation.

You can also use the File / Location Link field to record where each controlled document is stored, making it easier for your team to locate the current version.

Examples Included

Fictional example entries are included throughout the workbook so you can quickly see how the register works.

Simply replace or delete the examples and start adding your own documents.

Perfect For

Small businesses, trades, workshops, manufacturing, construction, engineering, offices, administration teams and businesses wanting a more organised approach to document management.

Use it to manage HR, health & safety, operations, quality and general business documentation.

Instant Digital Download

This is a digital Microsoft Excel template. No physical product will be supplied.

Download, customise and start using your register straight away.

Important Information

This product is an editable business administration and document-management template. It must be adapted to your organisation's own document-control requirements and processes.

It does not constitute legal, quality-management, health and safety or professional advice and does not guarantee compliance with New Zealand legislation, ISO standards or other regulatory requirements.