Technical Reference

Complete specification for the ZDDC information management convention. Sections 2–7 cover file naming. Sections 8–9 cover folder naming and the transmittal workflow.

1. Overview

ZDDC — Zero Day Document Control — is an information management convention built on two rules:

  • File naming — every deliverable filename encodes its tracking number, revision, status, and title. This makes each file self-describing and independently searchable without opening it.
  • Folder naming — transmittal folders follow the same convention, date-prefixed so they sort chronologically and can be searched by the tracking numbers of the deliverables they contain.

Together, these two rules mean a plain folder on any shared drive becomes a fully searchable, auditable information management system. No server, no database, no software required to read the archive.

Because every deliverable is self-describing — its identity, revision, and status encoded in the filename itself — the convention works across organisational boundaries without requiring a shared platform. A project adopting ZDDC can extend the same convention to its clients, subcontractors, vendors, and any other party in the project ecosystem. Each party maintains their own archive; the shared naming convention makes every archive mutually intelligible. Adoption can be voluntary or contractually required. The result is a globally scalable, distributed information management system built on nothing more than agreed file naming and standard directory structures.

The tools below implement interfaces around this structure — but they're optional. The structure works without them, and any party can participate using only their file browser.

Convention harmonization. The convention is designed to be applied at multiple organisational scopes simultaneously — corporate, client, project, department — and the code registries at each scope should be harmonized so they do not conflict. A corporate discipline code such as HR (Human Resources) does not exist at the project level, so there is no clash. But a code that means one thing corporately and something different on a project would create ambiguity in a unified archive. The ideal is that conventions flow down: corporate establishes the master code registry, projects inherit it and extend it only where gaps exist, and no code is reused with a different meaning at a lower scope.

A note on terminology. "Document control" is the traditional term for managing the flow of project information, inherited from an era when a document meant a literal piece of paper. Today the same discipline applies to any file or dataset — PDFs, models, spreadsheets, native CAD files — and the field has increasingly adopted the term information management to reflect this. ZDDC uses the word deliverable throughout: anything with a tracking number and a revision history, regardless of file format or medium.

2. Filename format

The ABNF-like grammar below is a formal machine-readable definition of the filename format — primarily useful for parsers and AI systems. The human-readable explanation of each field follows in the sections below.

filename = trackingNumber "_" revision " (" status ") - " title "." extension trackingNumber = field *("-" field) field = 1*(%x41-5A / %x30-39) ; uppercase alpha or digit; no spaces, no underscores revision = ["~"] baseRevision ["+" modifier] baseRevision = letterRev / numberRev / dateRev letterRev = 1*%x41-5A ; A, B, C… — design/review phase numberRev = 1*%x30-39 ; 0, 1, 2… — construction/record phase dateRev = 4DIGIT "-" 2DIGIT "-" 2DIGIT ; YYYY-MM-DD — recurring/living deliverables modifier = modLetter 1*%x30-39 ; e.g. C1, N2, Q1, B1 modLetter = "C" / "N" / "Q" / "B" status = "IFA" / "IFB" / "IFC" / "IFD" / "IFI" / "IFP" / "IFR" / "IFU" / "REC" / "RSA" / "RSB" / "RSC" / "RSD" / "RSI" / "TBD" / "---" ; Constraint: RSA / RSB / RSC / RSD / RSI (review status codes) are only valid ; when modifier is present (i.e. on +C and +Q files). ; "TBD" marks a planned deliverable whose issue status is not yet decided. ; "---" indicates no status assigned; used on working drafts.

Rules:

  • Tracking number: no spaces, no underscores, hyphens as separators only
  • Underscore _ separates tracking number from revision
  • Revision: no spaces; may include ~ prefix and/or + modifier
  • Space before (status)
  • Space-dash-space - before title
  • Extension is the original file extension, preserved exactly

Anatomy (from left to right):

123456-EL-SPC-2623 _ B (IFC) - Specification For Switchgear.pdf

Real examples:

123456-EM-MDL-0001_A (IFR) - Master Deliverables List.pdf 123456-EL-SPC-2623_A (IFR) - Specification For Switchgear.pdf 123456-EL-ELY-0003_A+C1 (RSB) - Electrical Room Equipment Arrangement.pdf 123456-EL-ELY-0003_0 (IFC) - Electrical Room Equipment Arrangement.pdf 123456-ME-RFI-0024_A (IFR) - Mechanical Room Size RFI.pdf

3. Tracking numbers

A tracking number is a deliverable's permanent identifier. It never changes — regardless of revision, status, or content changes. Think of it like a passport number: your name can change, your passport number doesn't.

No spaces, no underscores — hyphens as separators only. Format is yours to define; it must be consistent within the scope it covers.

Field definitions (in order)

Tracking numbers are composed of the following fields, in order:

  • originator — Organizational unit responsible for the deliverable
  • project — Project identifier; a recognizable placeholder is used for corporate-scope deliverables
  • [phase] — Optional phase code (e.g., ECI, EPC)
  • [area] — Optional area/budget code
  • discipline — Engineering or functional group (e.g., EL, ME, CV, PM)
  • type — Document category within discipline
  • sequence — Zero-padded integer
  • [suffix] — Optional hyphenated suffix for appendices or sheets

Schema rules

Choose the schema that matches your structure. The fields within brackets [ ] are optional and must be omitted consistently across all tracking numbers when not used.

Schema name Pattern Example
Basic originator-project-discipline-type-sequence ACME-123456-EL-SPC-2623
With Areas originator-project-area-discipline-type-sequence ACME-123456-B02-EL-SPC-2623
With Phases originator-project-phase-discipline-type-sequence ACME-123456-ECI-EL-SPC-2623
Corporate originator-000000-discipline-type-sequence ACME-000000-QC-PRO-0042

Rule: corporate placeholder. The Corporate schema substitutes a placeholder for the project identifier, indicating the document belongs to the originator's corporate library rather than a specific project. The placeholder does not have to be 000000 — any value works as long as it is easily recognizable as a corporate-scope marker and could not be mistaken for a real project number (e.g., 000000, CORP, HQ). Pick one and use it consistently. The same originator code and discipline/type conventions apply, so corporate documents sort naturally alongside project documents in a unified archive.

zddc-server defaults. The schemas above are deployment-agnostic — any of them is a valid tracking number. The zddc-server reference implementation ships the Basic schema by default (originator-project-discipline-type-sequence), plus the optional per-deliverable [suffix] (a hyphenated part marker such as -A for an appendix). Two deployment behaviours are worth knowing:

  • originator is bound to the party folder. Under archive/<party>/, the server sets originator from the party-folder name and renders it read-only — the folder is its single source of truth, so it can't drift from where the deliverable is filed.
  • phase and area are off by default. Because they are project-wide (all-or-nothing across a project), the default omits them; a project that needs them enables them on every deliverable by extending the schema in its .zddc configuration.

Discipline codes

Discipline codes identify the engineering or functional group responsible for the document. They are defined per project and should be documented in the Master Deliverables List.

Discipline Description
AR Architecture
CE Cost Estimating
CM Construction Management
CV Civil Engineering
EL Electrical Engineering
EM Engineering Management
EN Environmental and Permitting
FP Fire Protection
HS Health and Safety
IC Instrumentation and Control
ME Mechanical Engineering
NT Networking & Telecommunication
PL Planning / Scheduling
PM Project Management
PS Procurement and Subcontracting
QC Quality Assurance / Quality Control
SE Security
ST Structural Engineering

Type codes

Type codes identify the document category within a discipline. Type codes are scoped per discipline — the same code may mean different things in different disciplines.

Type Description
BLDBlock Diagram
BOEBasis of Estimate
BOMBill of Materials
CBECommercial Bid Evaluation
CBSCable Schedule
CEDCause and Effect Diagram / Description
CLCCalculation
CLYCable Routing / Layout
COICertificate of Insurance
CPOContract Purchase Order
CTNControl Narrative
DCRDesign Criteria
DDGDetail Drawing
DTSDatasheet
ELEElevation / Section Drawing
ELSElectrical Load Summary
ELYArrangement / Equipment Layout Drawing
EQLEquipment List
ESTCost Estimate
EXTProject Extents / Limit Of Disturbance
FABFabrication Drawing
FDNFoundation Design Documents
FINArchitectural Finishing Plan / Schedule
FRMFraming Drawing
GPPGeneral Plot Plan
INVInvoice
IOMInstallation, Operation, and Maintenance Manual
IRCInspection Certificate
IRPInspection Report
KDCKey Document Design Change Note
LGDLogic Diagram
LODLoading Diagram
LSTList
MDLMaster Deliverables List
MOD3D Model / Database
MOMMinutes Of Meeting
MPRMonthly Progress Report
MTOMaterial Take-off
NPTNameplate
OUTOutline Drawing
PCOProject Change Order
PEPProject Execution Plan
PHSPhasing Diagram
PILPiling Plan / Elevation / Detail
PLNPlan Drawing
PMPPortfolio Management Plan
PNPPlan & Profile
PROProcedure
PSRProcurement Status Report
REPReport
RFIRequest For Information
RFPRequest For Proposal
SCDSchematic
SCHProject Schedule
SKTSketch (informal)
SLDSingle Line Diagram
SOVSchedule Of Values
SOWScope Of Work
SPCEquipment / Material / Installation Specification
SSRSupplier / Subcontractor Status Report
STYStudy or Options Comparison
SUBSubmittal
TBETechnical Bid Evaluation
TRNTransmittal
WRDWiring Diagram

Rule: Avoid ambiguity. On multi-discipline projects, type codes with overlapping meanings should be avoided or a cross-discipline registry should be agreed upon and documented.

Sequence numbers

Sequence numbers make the tracking number unique given all the preceding fields. Use zero-padded integers (e.g., 0001, 0042).

A suffix separated by a hyphen can denote appendices or sheets that are structural parts of the same deliverable:

ACME-123456-EL-SPC-2623 ← base document ACME-123456-EL-SPC-2623-A ← Appendix A ACME-123456-EL-SPC-2623-B ← Appendix B ACME-123456-EL-SPC-2623-01 ← Sheet 1 of a multi-sheet drawing ACME-123456-EL-SPC-2623-02 ← Sheet 2

Suffix vs. attachment rule: Use a suffix only for content that is a structural part of the deliverable (appendices, sheets). Files that accompany but are independent of the deliverable should be filed as separate documents with their own tracking numbers — not as suffixes.

Search benefit: Because discipline and type are embedded in every filename, your file browser's search box is already a filter. Search EL-SPC to find all electrical specifications. Sort by name and every document groups with its full history.

4. Revisions

The revision field indicates the iteration stage of the deliverable. It consists of an optional ~ draft prefix, a base revision, and an optional + modifier.

Base revision types

Base revisions are one of three types: letter revisions (A, B, C...), number revisions (0, 1, 2...), or date-based revisions.

Type Format Phase Sort behavior
Letter revision [A-Z]+ Design/review phase Sorts before number revisions ( lexical)
Number revision [0-9]+ Construction/record phase Sorts after letter revisions ( lexical)
Date revision YYYY-MM-DD Recurring or living documents Sorts chronologically (ISO 8601)

Letter revisions (design/review phase)

Letter revisions are used during the design and review phase. They sort lexically, so A < B < C, etc.

Revision Meaning
A First issued revision
B Second issued revision
C, D, … Subsequent revisions

Number revisions (construction/record phase)

Number revisions are used after approval, typically at the Issued For Construction (IFC) stage. They sort lexically after letter revisions.

Revision Meaning
0 First numeric revision (typically after approval, IFC)
1, 2, … Subsequent numeric revisions

Date-based revisions

Date-based revisions apply to documents that are updated in place under a single permanent tracking number, where the date of the revision is the most meaningful piece of information a reader needs.

Rule: Two use cases for date-based revisions:

  1. Recurring documents — issued on a fixed cadence (e.g., meeting minutes). The tracking number is fixed; the revision identifies which occurrence.
  2. Living documents — issued on demand (e.g., schedules, risk registers). The tracking number is fixed; the revision indicates freshness.

Rule: Contra-indication. Documents that get a new tracking number each period (e.g., monthly progress reports where each month is a distinct deliverable) use normal letter and number revisions, not date-based revisions.

Cadence Revision format Example
Quarterly YYQX 25Q1 = Q1 2025
Monthly YYMM 2503 = March 2025
Twice monthly YYMM-XX 2503-01, 2503-02
Daily YYYY-MM-DD 2025-03-14 = 14 March 2025
ACME-123456-PM-MOM-0001_2503 (IFI) - Project Steering Committee Minutes.pdf ACME-123456-PM-MOM-0001_2504 (IFI) - Project Steering Committee Minutes.pdf ACME-123456-PM-MOM-0001_2505 (IFI) - Project Steering Committee Minutes.pdf ACME-123456-PM-SCH-0001_2503-07 (IFI) - Master Project Schedule.pdf ACME-123456-PM-SCH-0001_2503-21 (IFI) - Master Project Schedule.pdf ACME-123456-PM-SCH-0001_2505-14 (IFI) - Master Project Schedule.pdf ACME-123456-PM-LST-0001_2503-07 (IFI) - Critical Milestones List.pdf ACME-123456-PM-LST-0001_2506-02 (IFI) - Critical Milestones List.pdf

Date-based revisions sort lexically in the correct chronological order — your file browser will list them in date order when sorted by name.

5. Draft prefix (~)

The ~ prefix indicates a working draft, not yet formally issued.

Field Meaning Effect on filename
~ position Prepends the base revision _~A, ~B
Sort position Sorts after the base revision ~B sorts after B
Status field Intended status when issued Shows what status the draft will carry when issued

Examples:

123456-EL-SPC-2623_~A (IFR) - Working draft — will be issued for review 123456-EL-SPC-2623_A (IFR) - Rev A — formally issued for review 123456-EL-SPC-2623_~B (IFC) - Working draft of Rev B, for construction 123456-EL-SPC-2623_B (IFA) - Rev B — issued for approval 123456-EL-SPC-2623_~0 (IFC) - Working draft ofRev 0, construction issue 123456-EL-SPC-2623_0 (IFC) - Rev 0 — Issued For Construction

6. Revision modifiers (+)

Revision modifiers associate a file with a base revision without incrementing the revision. Used for comments, backup material, native source files, and quality records. Sorts after the base revision in alphabetical order.

The number after the modifier letter — +C1, +C2, and so on — is simply a sequence counter for uniqueness. If two reviewers each return a separate set of comments, they become +C1 and +C2. The same applies to all modifiers: the number distinguishes multiple files of the same type attached to the same revision.

Modifier table

Modifier Meaning Typical status Sort position
+C1, +C2 Comments on the base revision RSA RSB RSC RSD After base revision
+B1, +B2 Backup material supporting base content IFI After base revision
+N1, +N2 Native format files (editable source, e.g., CAD or source files) IFI After base revision
+Q1, +Q2 Quality check records RSA RSI After base revision

Every project team already does the things described below. ZDDC just gives each one a consistent place in the filename. Start with the formal revisions — the rest follows naturally.

The formal revisions

Filename What it is
123456-EL-SPC-2623_~A (IFR) Working draft — intended for issue for review
123456-EL-SPC-2623_A (IFR) Rev A — formally issued for review
123456-EL-SPC-2623_~B (IFR) Working draft of Rev B, incorporating reviewer comments
123456-EL-SPC-2623_B (IFA) Rev B — issued for approval
123456-EL-SPC-2623_~0 (IFC) Working draft of construction issue
123456-EL-SPC-2623_0 (IFC) Rev 0 — Issued For Construction
123456-EL-SPC-2623_~1 (IFC) Working construction revision — field change
123456-EL-SPC-2623_1 (IFC) Rev 1 — construction revision issued
123456-EL-SPC-2623_~2 (REC) Working as-built — being prepared for record
123456-EL-SPC-2623_2 (REC) Rev 2 — Issued For Record (as-built)

+ Native source files

Native source files are saved alongside the published PDF, tied to exactly the revision they produced.

Filename What it is
123456-EL-SPC-2623_A+N1 (IFI) Native source files for Rev A (e.g., CAD or Word ZIP)
123456-EL-SPC-2623_B+N1 (IFI) Native source files for Rev B
123456-EL-SPC-2623_0+N1 (IFI) Native source files for Rev 0
123456-EL-SPC-2623_1+N1 (IFI) Native source files for Rev 1
123456-EL-SPC-2623_2+N1 (IFI) Native source files for as-built record

+ Internal quality checks

Quality check records are kept in the archive, attached to the revision they checked, without cluttering the main sequence.

Filename What it is
123456-EL-SPC-2623_A+Q1 (RSA) Quality check of Rev A draft — approved
123456-EL-SPC-2623_B+Q1 (RSA) Quality check of Rev B draft — approved
123456-EL-SPC-2623_0+Q1 (RSA) Quality check of Rev 0 — approved
123456-EL-SPC-2623_1+Q1 (RSA) Quality check of Rev 1 — approved
123456-EL-SPC-2623_2+Q1 (RSA) Quality check of as-built — approved

+ Client or reviewer comments

Comments come back from reviewers anyway — as marked-up PDFs, emails, spreadsheets. The +C modifier gives each set of comments a place in the archive alongside the revision it applies to. The number suffix (+C1, +C2…) simply distinguishes between multiple sets of comments on the same revision.

Filename What it is
123456-EL-SPC-2623_A+C1 (RSB) Reviewer comments on Rev A — incorporate and resubmit
123456-EL-SPC-2623_B+C1 (RSA) Reviewer comments on Rev B — approved, no further review

7. Status codes

Status codes indicate the approval or review state of a deliverable. They appear in parentheses in the filename.

Primary status codes (closed set)

Primary status codes are used on formally issued deliverables. The status field in a draft filename shows the intended status when issued.

Rule: No DFT status. Draft status is not encoded as a status field. It is indicated by the ~ prefix on the revision, and must also be physically marked in the file itself (e.g., a DRAFT watermark or stamp).

Code Meaning Action required
IFA Issued For Approval Formal sign-off required before proceeding
IFB Issued For Bid Price to this — binding scope
IFC Issued For Construction Build to this — approved
IFD Issued For Design Rely-upon inputs for downstream design. Confirmed items may be used to proceed. Items marked as holds are issued for awareness only and must not be relied upon until the hold is lifted.
IFI Issued For Information No action required — for awareness only
IFP Issued For Purchase Procurement may proceed to this version
IFR Issued For Review Please review and return comments
IFU Issued For Use Approved for operational use
REC Issued For Record Final as-built or archived version
TBD To Be Determined Planned or forecast deliverable — issue status not yet decided. Used as a placeholder when a transmittal folder is set up ahead of the document; assign a real status before issuing.
--- No status Working version — status not yet assigned

Review status codes (closed set)

Review status codes are used as the status on +C (client or reviewer comments) and +Q (internal quality check) files. They record the outcome of the review — what the reviewer concluded and what action is required on the base document.

Code Meaning Consequence
RSA Review Status A No comments — approved as submitted
RSB Review Status B Incorporate comments, resubmit for record
RSC Review Status C Incorporate comments, resubmit before proceeding
RSD Review Status D Rejected — resubmit per stated requirements
RSI No Review Required Supplemental information only

Typical review cycles

Cycle type Sequence Notes
Typical IFRRSA Reviewer approved without comments
Extended IFRRSCIFARSB Comments require resubmission, then approval, then final record

8. Folder naming

Transmittal folders follow the same convention as filenames — date-prefixed so folders sort chronologically:

folder = date "_" trackingNumber " (" status ") - " title date = 4DIGIT "-" 2DIGIT "-" 2DIGIT

Format: YYYY-MM-DD_trackingNumber (status) - title

2025-10-31_123456-EM-SUB-0001 (IFR) - General Arrangement for Review 2025-10-31_123456-EL-TRN-0043 (IFC) - Electrical Design Issued For Construction

Two tracking numbers in play

Two tracking numbers are always in play:

  • Deliverable tracking number — embedded in each filename; permanent; unchanged across all packages it ever travels in
  • Submittal package tracking number — in the folder name; reused by the response (same number, different date/status/optionally different title); a resubmittal gets a NEW tracking number

Submittal, response, and resubmittal rules

Action Submittal tracking number Revision date Status
Initial submittal New tracking number Issue date Issued For Review
Response Reuses original tracking number Response date Review outcome (RSA, RSC, RSB, or RSD)
Resubmittal New tracking number Resubmittal date Typically Issued For Approval
2025-10-31_123456-ST-SUB-0026 (IFR) - Structural Steelwork for Review 2025-11-14_123456-ST-SUB-0026 (RSC) - Structural Steelwork for Review 2025-12-01_123456-ST-SUB-0031 (IFA) - Column Base Plate Detail — Resubmittal 2025-12-09_123456-ST-SUB-0031 (RSB) - Column Base Plate Detail — Resubmittal

The status on a package folder is the lowest review outcome across all deliverables inside it. It summarises the package; it does not override the outcome of any individual deliverable.

Tracking individual deliverables

Search the deliverable's own tracking number across all transmittal folders in issued/ and received/. Every folder containing that number is part of its history: which package first carried it, what the response was, which resubmittal carried the revision, and what the final outcome was.

9. Project layout & transmittal workflow

A ZDDC project mirrors the natural lifecycle of an engineering deliverable: drafted in private, lined up for issue, formally exchanged, kept as record. Each canonical folder maps to one of those stages, so file location alone tells you where a document is in its lifecycle. An operator only needs to create one file — a .zddc in an empty directory — and the rest of the layout populates as work happens.

project/ .zddc ← the only file an operator must create archive/ ← The only PHYSICAL project-root directory. Everything party-scoped (records, lifecycle, immutable archives) lives uniformly under archive/<party>/. {party-name}/ ← One per counterparty; one for ourselves. We treat our own organisation as just another party so internal deliverables get the same tracking treatment as external ones. mdl/ ← The party's Master Deliverables List — what they're going to produce. Opens as a grid editor; rows are individual .yaml files, one per deliverable. rsk/ ← Risk register for this party. Same grid editor as mdl/. incoming/ ← Where the counterparty drops things for us. A quality-check buffer before content becomes part of the permanent record. received/ ← What we've accepted from that party. Immutable (WORM); the historical record of inbound documents. issued/ ← What we sent to that party. Immutable (WORM); the historical record of outbound documents. working/ ← Where this party's staff draft. Each person has a private subfolder here (named by email) and iterates until ready to commit. The browse tool handles everything here. <your-email>/ ← Your private workspace under THIS party. Fenced (inherit:false) by the auto-own .zddc, so other team members only see what you explicitly share. staging/ ← The "about to issue" lane for this party. Drop files here and the project_team gives them up — only the doc-controller can change a file after it lands. Each sub-folder declares a planned outbound transmittal (name carries the date + tracking number). reviewing/ ← One place per party to see everything we owe a response on. Folders are scaffolded by Plan Review, each pairing an inbound submittal in received/ with the in-progress response draft. ssr/ ← Virtual aggregator: tables rollup of every party's ssr.yaml row, with a synthesised $party column. Never on disk. mdl/ ← Virtual aggregator: tables rollup of every party's mdl/*.yaml deliverables. rsk/ ← Virtual aggregator: tables rollup of every party's rsk/*.yaml risk rows. working/ ← Virtual aggregator: browse folder-nav listing parties with non-empty content in working/. Per-party clicks 302-redirect to the canonical archive/<party>/working/. staging/ ← Same shape as working/ for the staging slot. reviewing/ ← Same shape as working/ for the reviewing slot.

Mechanics: folders materialise on first write, names match case-insensitively, the WORM zones (received/, issued/) enforce write-once via an ACL mask, and the six top-level aggregators (ssr/mdl/rsk/working/staging/reviewing) are virtual — they never materialise on disk but show up in listings, computed from archive/<party>/… at request time. Mkdir at the project root is restricted to archive + system names (_/.-prefixed) so the virtual names can never be shadowed by a physical folder. Drop files where the lifecycle says they go and the layout takes care of itself.

The in-flight ratchet. working/staging/issued/ is a one-way handoff. project_team iterates freely in working/ (the auto-own-fenced subfolder gives each user a private rwcda workspace). When they drop a file into staging/ their access downgrades to cr — they can drop more, but only the document_controller can change what's already there. When DC publishes to issued/, the WORM mask downgrades even DC to cr (write-once). Each handoff is a commitment by permission-loss.

5-step transmittal workflow:

Step Actor Action Verification
1 Sender Creates transmittal folder and uploads to receiver's incoming/ Filenames match ZDDC convention
2 Receiver Validates filenames, completeness, and SHA-256 checksums All checksums match
3 Receiver Moves folder from incoming/ to received/ Permanent record established
4 Receiver Saves acknowledgment with SHA-256 hashes "Official" version recorded
5 Receiver Notifies sender and distribution list Hashes included in notification

What SHA-256 gives you: Mathematical fingerprint of file contents. Single byte change → hash changes. When acknowledgment records hashes, you can verify years later that the file is identical to what was transmitted.

Drafting a response transmittal

Submittals from counterparties (tracking numbers containing -SUB- at status IFR or IFA) require a response transmittal whose status starts with RS (RSA, RSB, RSC, …). The flow walks the ratchet:

  1. Right-click the submittal in archive/<party>/received/<tracking>/ and pick Plan Review. The server scaffolds a workflow folder at archive/<party>/reviewing/<tracking>/ — its .zddc carries a received_path pointer back to the canonical submittal and a planned response date.
  2. The party's working subfolder under archive/<party>/working/<your-email>/ is where reviewer notes and the response payload are drafted. The reviewing/ virtual aggregator at the project root surfaces all open reviews across parties.
  3. When the response is ready, files move from working/ into archive/<party>/staging/ for sign-off. Project team's permission on staged files downgrades to cr — the doc controller takes over.
  4. The doc controller cuts the package from staging/ into archive/<party>/issued/ via the standard 5-step transmittal flow. The reviewing scaffold is deleted at issue time.

10. zddc-server bootstrap

A fresh zddc-server deployment grants no access to anyone until two config files are populated. Without them the server runs but every request returns 403. The embedded defaults ship with empty role members, so deployments must opt-in to authorize anyone — there is no default "anything goes" mode (except --insecure, which is explicitly for deliberately-public archives).

Two files, both named .zddc. YAML format. Hand-edited.

Step 1 — root /.zddc

At <ZDDC_ROOT>/.zddc, name at least one admin:

admins: - cwitt@burnsmcd.com

admins: is honored only at the root file. Admins behave as normal users by default and elevate per-request via the zddc-elevate=1 cookie (the header toggle visible in every tool) or implicitly when authenticating with a bearer token. This sudo-style model means an admin can't accidentally clobber files in their everyday browsing — elevation is opt-in.

Without this file the server refuses to start (the served tree would be publicly accessible to anonymous callers); pass --insecure to acknowledge a deliberately-public deployment.

Step 2 — per-project <project>/.zddc

In each project, populate role members:

title: "Project Phoenix" roles: document_controller: members: - dc1@burnsmcd.com project_team: members: - '*@burnsmcd.com' # all internal staff observer: # optional — external audit members: - auditor@external.com

That's it. The embedded cascade does the rest:

  • project_team gets read across the project plus the in-flight ratchet (cr in working/ + reviewing/ + staging/, with rwcda inside each user's auto-own-fenced home under working/).
  • document_controller creates party folders at archive/; when they do, the auto-own .zddc written at archive/<party>/ grants both their email AND the document_controller role rwcda — so any DC in the role has full authority at every party a peer created. Explicit rwcd grants at incoming//staging/ for the QC + transfer workflows, and WORM cr at received//issued/ for write-once filing.
  • observer is pure read-only across the project — intended for external auditors, regulators, and read-only viewers who must not contribute content.

A DC is typically also a project team member (the *@burnsmcd.com glob catches them). The embedded defaults restate document_controller: rwcda at every slot that grants project_team a narrower verb — within-level union of all matched principals gives DCs rwcdacr = rwcda, preserving full authority. Document controllers are not subtree-admins anywhere. Their power comes purely from cascade grants; admin elevation is reserved for the root admins: list (the human escape hatch).

Add a new project team member with one line; revoke by removing the line. No need to restate the cascade's grants — they're already in the embedded defaults that ship with zddc-server.

Schema essentials

Key Where Shape
admins: Root only List of emails. Sudo-style; gates on zddc-elevate=1.
acl: Anywhere; cascades { permissions: { <principal>: <bits> }, inherit: <bool>? }
roles: Anywhere; members union across the cascade { <name>: { members: [...], reset: <bool>? } }
title: Per-project only String; surfaces on the landing-page picker.

Permission bits — any subset of:

  • r read
  • w write (overwrite existing files)
  • c create (new files, new directories)
  • d delete
  • a admin (modify the .zddc ACL at this level — distinct from the root admins: list, which is the elevation-bypass sudo channel)

An empty bits string ('') is an explicit deny.

Principals — three forms:

  • Email address — must contain @, e.g. alice@burnsmcd.com
  • Email glob — wildcard on the local part, e.g. '*@acme.com' (quote it in YAML so the leading * doesn't confuse the parser)
  • Role name — anything without an @, e.g. document_controller. The role's members are looked up via roles: at any cascade level.

Common footgun

This is silently dropped:

acl: allow: - '*@burnsmcd.com'

The YAML parses cleanly but ACLRules only reads permissions:. The allow: block is discarded during unmarshal and you end up with zero grants. Correct form:

acl: permissions: '*@burnsmcd.com': r

Verifying the bootstrap

zddc-server prints a startup warning when the root .zddc grants nobody anything — watch for it on first boot:

level=WARN msg="root .zddc grants nobody anything (no admins, no acl.permissions, no role members). ZDDC will refuse every request until you populate it..."

To dump the full annotated schema (every cascade key with documentation):

zddc-server show-defaults

That prints the embedded defaults.zddc.yaml with comments explaining every option (worm:, auto_own:, auto_own_roles:, auto_own_fenced:, drop_target:, apps:, convert:, records:, available_tools:, default_tool:, dir_tool:, and more). Pipe it to a file and use it as the starting point for any deeper customization.

11. Tools

Single-file HTML applications — each is complete and self-contained. Save one locally and it works forever, without internet, without updates, without a subscription. None of them require any configuration to run; .zddc files and zddc-server only add to them. Together they cover the full ZDDC workflow: browse to look at anything; classify to name incoming files and build transmittals; archive to search and export the formal record.

Browse
Open any folder on your disk — no setup. A file-tree navigator with live preview, plus in-place markdown editing (YAML front matter pane, table of contents) and export to DOCX, HTML, or PDF. Optional .zddc files add friendly labels, per-folder tools, permissions, and transmittal actions; without them it is still a complete browser.
Classify
Turn incoming files into properly named ZDDC deliverables. Drop files onto a tree to assign each a tracking number, revision, and status, then organize them into dated transmittal folders ready to issue. Spreadsheet-style editing; writes renamed, sorted copies back to disk. No server required.
Archive
The read-only window into the formal record. Filter by tracking number, discipline, revision, status, or free text. Group rows by transmittal to see the lifecycle of any deliverable. Download the current selection as a ZIP. The archive is preserved as-issued.

Local directory access relies on the Chromium-based browser File System Access API. It does not work in Firefox or Safari. Run the tools through zddc-server for any browser, network access, and ACL enforcement.