Keep Project Documents Controlled and Findable.
Organize project folders and controlled documents with document number, type, version, revision, purpose, approval, issue status, history, preview, search, and permissions.
What it does
Controlled project documents, versions, and search.
- Store project documents in structured folders.
- Track document number, type, version, revision, and purpose.
- Approve controlled documents and monitor issue status.
- Search, preview, and review document history.
- Apply permissions so the right people see the right files.
Connections
How it links across the OS.
- Complements drawing management for non-drawing controlled files.
- Supports PO, WO, bill, and project attachments with a broader DMS.
- Client portal can share approved documents when enabled.
- Activity and approvals keep an audit trail.
Problems it addresses
Familiar construction friction.
- Contracts, NOCs, and certificates live in personal drives.
- Teams open the wrong version of a controlled document.
- Search across projects is slow or impossible.
Benefits
What teams gain.
- One project document home with version control.
- Clear approval and issue status.
- Faster retrieval during audits, billing, and site queries.
Features
Documents capabilities
Practical construction controls — not generic feature fluff.
Project folders
Organize documents by project structure instead of scattered drives.
Version and revision control
Track document number, type, version, revision, purpose, and history.
Approval and issue status
Control what is approved and what has been issued.
Search, preview, permissions
Find documents quickly and limit access by role and project.
Related guides
Read more about documents in construction ERP.
See Document Management on your projects.
Book a demo and we will walk the workflows your teams care about — with project context intact.