Precision management of your documents with our PPM software and tools.
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Document Management Tools
Overview
Projects, by their nature, generate lots of documents
Much of these documents can be digitized but those that need to be kept within the project can be easily uploaded to our PPM software using our documents management tools.
This feature removes the need to keep libraries of documents on file shares and ensures that everyone working on the project can access the documents they need quickly and easily.
Key Differentiators
By bringing documents into our project management software, there is no need to manage separate document libraries.
All document actions are audited to provide traceability through easy-to-use document management tools. Documents are protected by our software’s permissions, so users can only see documents related to projects to which they have been given access.
In practice
In this video, we share how document management in the cloud can benefit your organization, especially when to comes to contracts or disputes
Integrations
Our PPM software supports documents to be stored at organization, project, and functional levels within the system. The organizational/company documents allow for the storage of a default suite of template documents or artifacts that can be used across all projects on the system. Documents can be kept in our PPM database or linked to your existing file server. Optionally, we can also develop additional integrations to your document management application.
Our document management tool ensures that all documentation (PDF’s, Word, Excel, Drawings, etc.) associated with a project is kept together in one place, easily accessed. Attach documents to projects, risks, issues, tasks, registers and Smart Forms. These are directly uploaded to our PPM system and automatically version controlled, date- stamped, and recorded in the Audit Trail. Search facilities allow meta tags to be associated with the documents to allow quick retrieval later. Never lose an important project document again.
Benefits
- Ensure that all documentation (PDFs, Word, Excel, Drawings, etc.) associated with a project is kept together in one place, easily accessed
- Search facilities allow meta tags to be associated with the documents to allow quick retrieval
- Directly uploaded to Cora PPM and automatically version-controlled, date-stamped and recorded in the Audit Trail
- Submit work packages and track the progress of the approval flow via interactive graphics
- Apply multiple approval levels who can quickly carry out document approval online in the same place, consolidating all commentary
- Send email notifications at any stages
- Approve or reject directly from your dashboard
- Branch workflow based on conditional logic
Ready to see how it works?
Our highly trained experts are standing by, ready to demonstrate and answer all of your questions about pricing, implementation, or anything else.
