Document Management
Upload, store, organize, and secure project documents with robust access control and audit logging.
Overview
The Document Management system centralizes all project documentation including permits, contracts, specifications, certificates, and reports. It ensures documents are easy to find, properly secured, and accessible to authorized users.
Documents are versioned and tracked with metadata, enabling strong auditability and compliance. Integration with forms and tasks ensures documents are captured at the right stages.
Key Features
Easy Uploads
Drag & drop uploads with progress, size limits, and type validation.
Smart Organization
Automatic foldering by organization, project, and stage with tags.
Rich Metadata
Capture title, type, related entities, expiry dates, and notes.
Access Control
Role-based permissions with audit logs and download controls.
Supported Formats
Documents
- PDF (.pdf)
- Word (.doc, .docx)
- Excel (.xls, .xlsx)
- Text (.txt)
Media & Others
- Images (JPG, PNG, WebP)
- CSV data files
- ZIP archives
Upload Process
- Select Files: Choose files or drag and drop. Validate size and type.
- Add Metadata: Enter title, category, related project/stage, expiry date.
- Upload & Verify: Secure upload with progress. Preview and confirm.
Management & Organization
Organization Structure
- Folders by organization, project, stage
- Custom tags and categories
- Search and advanced filters
- Version history
Integrations
- Attach to tasks and comments
- Link with form submissions
- Include in reports and exports
Security & Compliance
Access & Controls
- Role-based access per organization
- Download/view-only restrictions
- Audit logs for access and changes
- Retention and expiry policies
- PII handling and redaction
- Encryption in transit and at rest
Best Practices
Standardize Naming
Use consistent file names with project ID, stage, and date.
Tag Important Files
Add tags to critical documents to improve discovery and filters.
Keep Metadata Updated
Maintain accurate titles, expiry dates, and related links.
Related
Last updated on November 17, 2025