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From paper binders to a digital document flow

9 min read · For Manager · 23 August 2024

Are you certain the binder lying in the workshop right now contains the latest revision? Asking the question is answering it: certain you are not. The paper order binder is a snapshot of the moment of printing, and it starts aging the moment the staple goes in. Every change that comes after exists only digitally, until someone happens to print again and manages to track down all the old sheets.

Still, "fully paperless" is often too big a goal: before you know it, the conversation is about screens at every workstation, new software and rebuilding half the process. There is a feasible middle road. Going paperless with your production documents starts with one digital location per order, screens only where they help, paper where paper wins, and one hard rule about freshness. In this article we walk that route step by step; with tooling from a toolbox like Thundercad, the first step in particular turns out smaller than it looks.

The paper binder is a snapshot

Take a machine builder with an order of sixty drawing sheets. Work preparation prints the complete set, puts it in a binder and the binder goes into the workshop. Three days later a welded frame changes: two new sheets are printed and added. The old sheets? One is still in the binder, one hangs at the saw on a magnet. From that moment on, two versions of the truth are walking around the shop.

The paper original has four built-in problems. It ages: every change after the moment of printing is missing. There is only one of it: if the binder is at assembly, the sawyer stands empty-handed. Notes on it land nowhere: the dimension a fitter writes on the sheet disappears into the bin along with the binder. And completeness is invisible: that sheet fourteen is missing is only noticed by the person who needs it.

Step one: one digital location per order

The first step is not a screen and not a tablet, but an agreement: everything the shop floor needs for an order lives in one digital folder, and what lives there is current. In practice that means a fixed structure per order with PDFs of all drawing sheets, supplemented where needed with DXF files for the cutting machine and STEP files for work you contract out.

Filling that folder is bulk work par excellence. With Batch Publish in Thundercad you export the drawings of a complete assembly in one run to PDF, DWG, DXF and STEP, also in combination with Vault. Export Folder then places those exports automatically into a fixed folder structure, so every order folder looks the same and nobody has to think about where things go. Keeping that location clean afterwards, so old revisions never linger, is a discipline of its own; we wrote about it earlier in Cleaning up old exports, so production never builds from revision A.

More important than the technology is ownership. Appoint one role, usually work preparation, that creates and maintains the set, and tie it to a fixed moment: at release of the order the complete export runs, and after that anything changes only through that same channel. Give order folders a predictable name with the order number up front, so searching in the shop comes down to typing in one number. And limit the contents to what production actually uses: a folder full of intermediate versions and loose experiments is just as unreadable to a fitter as an overstuffed paper binder.

Screens and tablets where they earn their keep

Only once that single location exists does hardware become interesting, and even then not everywhere at once. Look at what happens with documents at each workstation. At assembly people browse, search and zoom in: that is where a fixed PC or a tablet pays for itself fastest, because detail and overview are both needed. At the saw, a simple screen with today's cutting list is often enough. At welding, with gloves, spatter and heat, a screen at a distance or a daily print can be more practical than a fragile device next to the table.

Start with the one workstation where the most searching happens, usually assembly, and simply use a PDF viewer: you do not need a production system for this step. If you later want to go further, from documents to data flowing straight to machines and planning, read From CAD to the shop floor: data that flows straight through.

Do not expect a screen to replace everything the binder did, by the way. That binder often held more than drawing sheets: the order form, a small packing list, a note from the shop supervisor. Take such documents along into the same digital order folder, or a paper shadow archive will quietly grow next to the screen anyway.

One current digital set per order starts with exports that put themselves in the right place. With Batch Publish and Export Folder the complete drawing package lands ready in the order folder in a single run.

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What you deliberately keep on paper

Paperless is not a religion, and whoever preaches it that way loses the shop floor along the way. There are places where paper simply wins:

The difference with the old situation is the division of roles: paper is from now on a disposable copy with a shelf life of one day, not the original. Whoever prints, prints for today and throws the sheet away after the job. The digital order folder remains the truth.

Securing freshness: the digital set is always the current one

The whole route stands or falls with trust: the shop floor must be able to count on the digital folder being right. You build that trust with a few agreements you keep to consistently. Every new export overwrites the old one under the same file name, so two versions never sit side by side. At a revision you rerun the complete set in one go with Batch Publish, so the folder is never half updated. And with every change the shop floor gets a short heads-up about which sheets were replaced, so stray daily prints are actively collected. Also record who ticks that off: the person making the change verifies that the new export has run and that the heads-up actually reached the shop.

Showing once that it works does more than ten memos. The first time a fitter sees a change on screen before the paper version would ever have reached him, the discussion about "paper being handier after all" is usually over.

Tip: Agree on one leading file name per drawing and let every new export overwrite the old one. The order folder then by definition contains only the current set, and nobody in the shop has to compare revision letters anymore.

Frequently asked questions

Do we have to invest in screens at every workstation right away?

No. The first step is organizational: one current digital folder per order, filled through bulk export. After that, one screen at the spot where the most browsing happens, usually assembly, will prove by itself whether more workstations should follow.

What if the shop floor prefers to keep working with paper?

That is fine, as long as the division of roles is clear: the digital folder is the original, paper is a daily copy that gets thrown away after the job. The resistance usually fades on its own once the first change no longer takes anyone by surprise.

How much work is it to maintain such a digital set?

As an assumption, count a few minutes per order, provided the exporting happens in bulk. With Batch Publish and Export Folder the complete set runs in one go and lands in the right folders by itself; you can try it 30 days for free on your own orders.

Less clicking. More time for engineering.

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