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Project Documents Module
With the Project Documents module, businesses can improve control and efficiency of document management.
 
Project Documents is a robust document creation and tracking system for controlling all project-related documents — RFIs, Transmittals, Submittals, Change Orders, Lien Documents, Contracts, Meeting Minutes, and more.
 
Project Documents helps contractors stay organized and control the flow of information for every project in Management Suite. Tight integration with Microsoft Outlook makes it easier to keep track of important documents and contacts from within Management Suite.
 

Using Project Documents, you’ll appreciate these benefits:

  • Microsoft Outlook integration allows users to save documents, e-mail messages, and more directly into Management Suite. Users may attach RFI documents from their MS Outlook e-mail, for example, directly to Project Documents in one easy step.
     
  • Creating project documents is streamlined. RFIs, submittals, transmittals and general correspondence can be easily produced using current Word documents or by creating new ones.
     
  • Automate the creation of submittal packages from the documents you designate.
     
  • Stay organized with the ability to create and store contact lists that include architects, project managers, subcontractors and more.
     
  • Efficiently manage deadlines and commitments with reports that include detail logs summaries, items due, items held and more.
     
  • Streamline document routing. Route project documents via e-mail and monitor progress through the system. Easily track when documents are sent, received, acknowledged and completed.
     
  • Use current Word documents or create new ones: It’s easy to produce, print and e-mail documents right from Management Suite.
     
  • Vital project documents such as RFIs and change requests can easily be processed. This creates an indisputable record and project audit trail.
     
  • Project Documents is compatible with the popular e-mail program Microsoft Outlook.
     
  • A limited-use license is available for this component and other key areas in Management Suite including the award-winning Business Center, work flow approvals, job cost reports, ticklers, scanned images and documents.
     
  • Easily accessible contacts can be searched by job.
     
  • Functions are intuitive, and minimal data entry quickly gets you up and running.
     
  • Priority codes, follow-up features, and reminder alerts bring to light items that require action.

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