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ProjecTools Documents solves the problem of revision control, communication management and reporting. ProjecTools provides industry-friendly workflows and online reporting for Oil & Gas organizations.

ProjecTools Documents Features:

  • Configurable Controls
  • Routings & Transmittals
  • Progress & Milestones
  • Online Supplier Submittals
  • Late Action Reports
  • Batch Upload & Import
  • Technical & Supplier Data Registers
  • Online Markups
  • Distribution Matrix


ProjecTools Documents Benefits:

  • Enforce workflows and avoid duplicated efforts
  • Create, distribute and track documents for both internal and external review and approval
  • Track progress and determine earned progress using definable milestones
  • Decrease overhead related to document control
  • Maintain visibility and accountability
  • Decrease the amount of necessary resources required for document control
  • Find, manage, and track documents easily
  • Simplify the document review and revision process
  • Provide role-based access to document revisions


ProjecTools Documents Components:

The Document Manager

The Document Manager combines engineering design documents, distribution and revision control together in an easy to navigate dashboard. It includes an intuitive, review and transmittal process, complete with audit history that is available online.  This ensures clients receive a quality product every time. Use Documents to support transparency and drive accountability.

The Home Page

The Home Page makes it possible for stakeholders to perform tasks as well as view, download, revise and submit files for document package review and approval.

The Correspondence Manager

Correspondence Manager captures and archives project communications, memos, emails, letters, etc. This drives reliable communication and accountability.

The Document Interface

Document Interface provides automated, rule-based integration with subs, suppliers or client document systems.  In order to integrate additional implementation is required.