On-SamePage / Document management
Document management and workflow
Every project document in one place, at its current version and status. Each type of document follows its own approval workflow, from review to sign-off, including your client’s, and access is managed, so people see the documents they should and no others.
A workflow sets the steps a document goes through, who reviews or signs it off at each step, and the status it moves to when it is accepted or rejected. A design can go to the lead engineer for review, then to the Head of Delivery for sign-off, before it is published. Set a workflow up once and use it on every project.
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Anything waiting for someone’s approval appears at the top of their list, and clients accept or reject documents from their own view. Everyone can see who has signed a document off and who still has to.
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Each document shows who must sign it off and who has access: the team, stakeholders and the client. People see the documents they have been given access to, and only those.
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Check a document out to work on it and check it back in with your changes. Nobody else can change it while it is out, and every version is kept.
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Send someone a link that opens that document and nothing else. Set how long it lasts, ask for a one-time code sent to their email when they open it, and withdraw the link at any time.
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Common questions
Short answers here. We will go through each one with you in detail.
Yes. Each type of document can have its own workflow: the steps it goes through, who reviews or signs it off at each step, and the status it moves to when it is accepted or rejected. A workflow is set up once and can be used on every project.
Every document shows its current version and status, and earlier versions are kept with who submitted each one and when.
Yes. Clients accept or reject documents from their own view, and documents waiting for someone’s approval appear at the top of their list.
Access is managed for each document: the team, stakeholders and the client. People see the documents they have been given access to, and only those.
No. A document is checked out to work on it and checked back in with the changes. Nobody else can change it while it is out.
Yes. Send them a link that opens that document and nothing else. Set how long it lasts, ask for a one-time code sent to their email when they open it, and withdraw it at any time.
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