File Management
- Automatic VersioningRe-uploading a file with the same name creates a new version; restore any earlier one
- Full-Text SearchSearch inside PDF, Word, Excel, and PowerPoint files (scanned PDFs: file name only)
- In-Place Access ControlLimit a folder or single file to an approved list of viewers
- PDF Markups and RepliesMark up and comment on PDFs from a computer; authors are notified of replies
Problems & solutions
Several "final" copies of the same drawing get saved, and no one can tell which is the latest
Same-name uploads add a version automatically, every change shows who made it and when, and any old version restores in one click
Everyone works from the latest version, mistaken edits can be undone, and there are no backup copies to manage
You remember what a document says but not its file name or folder
Search the text of documents and see the matching passages; scanned PDFs and older formats are searched by file name only
Remembering the content is enough, so there's no digging through folders, which also makes handovers easier
Sensitive documents such as cost estimates get moved to another folder and are hard to find once out of place
Limit a folder or single file to a named list, with three levels: view, edit, and manage
Your folder structure stays intact, and people without access can't even tell a file exists, which lowers the risk of leaks
After a file is deleted by mistake, months of work can't be recovered and no one can tell who did it
Deleted files go to the recycle bin first and can be restored; every action and permission change is logged
You can look up who did what and when, so deliveries and audits have a record to rely on
Comments are scattered across email and messaging apps and can't be tied to a page afterward
On a computer, mark up PDFs, reply, and mark comments resolved; authors are notified of replies
Each comment sits on the page it refers to, its status is clear at a glance, and no one has to pass screenshots back and forth
Features
Automatic version control
Same-name uploads add a version automatically. See who changed what and when, and restore any earlier version in one click.
Full-text search
Search the text of PDF, Word, Excel, and PowerPoint files and see the matching passages. Scanned PDFs and older file formats are searched by file name only.
Restrict files without moving them
Restrict an entire folder or a single file to a list of people. Anyone not on the list can't see it in file lists, search, or statistics.
Three permission levels
Set view, edit, and manage permissions separately.
Online preview
View PDFs and images on a computer, tablet, or phone without downloading them.
Markup and replies on a computer
On a computer, mark up PDFs, add comments and replies, and mark items resolved once handled. Markup authors are notified of replies.
Large files and batch upload
Uploads resume after a network interruption. You can also drag in entire folders and download a whole folder as one package.
Recycle bin
Deleted items go to the recycle bin first, and restoring one returns it to its original folder.
Activity log
Uploads, renames, moves, deletions, and permission changes are all logged.
Tags and favorites
Organize files across folders with custom tags, and favorite frequently used files with one click.
vs. traditional methods
Same-name files automatically become new versions, so there are no stacks of "final" copies, and content is searchable
Access limits are set on the file where it already lives, so nothing moves and the folder structure stays the same
Comments are marked directly on the document, with replies and resolved status kept alongside
Attachments and official documents from meetings, tasks, inspections, and safety are stored together under one set of permissions
Executables and files with disguised extensions are rejected, and permissions are checked on every retrieval
Who it's for
Engineering consultants and general contractors
Keep drawings, specifications, calculations, and as-built documents in one place.
Project management teams
Control document permissions across contracts and phases.
Owners, supervision consultants, and outside review committee members
Even with view-only access, they can mark up documents and leave comments on a computer.
Want to see how it fits your jobsite?
Tell us about your type of work and how you manage it, and our consulting team will set up a free 30-minute consultation.