DMS and Workflow
Enterprise document management with automated approval workflows and full audit trail.
Digitalize Your Documents. Automate Your Approvals.
Manage all project documents in a structured, version-controlled repository with automated approval workflows. DMS and Workflow replaces email-based document distribution with a secure, traceable system that enforces your approval processes.
Centralized Document Repository
Automated Approval Workflows
Version Control & Numbering
Role-Based Access Control
Full Audit Trail
Centralized Document Repository
Store all project documents in a structured hierarchy with folders, metadata tags, and powerful search. Every document is version-controlled with automatic numbering.
Automated Workflow Engine
Configure multi-step approval workflows with role-based routing, SLA enforcement, and automatic escalation. Drawings, submittals, and RFIs follow structured approval paths.
Document Numbering & Status
Automated document numbering follows your organization's conventions. Track document status — draft, in-review, approved, superseded — with full lifecycle management.
Template-Based Workflows
Create and reuse workflow templates for common approval processes. Standardize how documents move through your organization for consistency and compliance.
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Comprehensive Audit Trail
Every document action is logged — upload, view, download, comment, approve, reject — creating a complete audit trail for regulatory compliance and dispute resolution.
DMS and Workflow is most useful for:
Document Controllers
Centralized Document Management
Manage the complete document lifecycle — from upload through approval to distribution — in a single system that replaces email-based document handling.
Project Engineers
Drawing Approval Workflows
Submit drawings and technical documents through structured approval workflows, track review status, and receive notifications when action is needed.
Project Managers
Approval Bottleneck Visibility
Monitor document approval queues, identify bottlenecks, and ensure SLA compliance across all document types to prevent schedule delays.
"We processed 15,000 documents in the first 6 months with zero lost files and 95% SLA compliance on approvals. Our document controller team went from firefighting in Aconex to reducing review time by 2 weeks on average per document workflow."
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Frequently asked questions
Auto-consolidated master records are downloadable for offline analysis in CSV and Excel file format.
Configure automated notification tasks with reminder intervals.
Yes. The template builder supports custom sections, fields, formulas, and approval workflows. Templates can be project-specific or standardized across the organization.
Sub-contractors submit reports using your templates. The engine automatically consolidates their data into master records, aggregating across all submissions with your defined functions.
Export equipment utilization reports, fleet trip histories, access logs, and safety zone incident reports in standard formats.
Yes. All monitored equipment and vehicles are displayed on the GIS map with real-time position updates, status indicators, and click-through details.
WhiteHelmet products DMS and Workflow works well with
Field Intelligence
