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DMS and Workflow

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.

Main features
01

Centralized Document Repository

02

Automated Approval Workflows

03

Version Control & Numbering

04

Role-Based Access Control

05

Full Audit Trail

Centralized Document Repository
01

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.

02

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.

Automated Workflow Engine
Document Numbering & Status
03

Document Numbering & Status

Automated document numbering follows your organization's conventions. Track document status — draft, in-review, approved, superseded — with full lifecycle management.

04

Template-Based Workflows

Create and reuse workflow templates for common approval processes. Standardize how documents move through your organization for consistency and compliance.

Template-Based Workflows
Comprehensive Audit Trail
05

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."

Senior Document Control
|
ITBA
ITBA
Learn more

Frequently asked questions

How are alerts configured?

Alerts are configurable by equipment type, threshold values, and escalation rules. You can request custom alerts for temperature, vibration, location, speed, and custom parameters.

What reports can be generated?

Generate quality summary reports, non-conformance registers, SOP compliance reports, and contractor quality scorecards in PDF and Excel formats.

What IoT devices are compatible?

The platform supports standard IoT protocols and integrates with major equipment telematics providers, GPS trackers, smart gates, CCTV cameras, and environmental sensors.

Can quality data be visualized on the project map?

Yes. Inspection results are geo-referenced and displayed on the GIS map, enabling spatial analysis of quality patterns across the project.

What happens when an inspection fails?

Failed inspection items trigger non-conformance records with corrective action workflows. Items are tracked through resolution and re-inspection.

How do inspectors access checklists in the field?

Inspectors access checklists on mobile devices through the web interface. Completed inspections sync in real time to the central dashboard.

WhiteHelmet products DMS and Workflow works well with

Field Intelligence

Field Intelligence
360° Reality Capture
Field Intelligence
Observations
Field Intelligence
Contract and Claim Management
Project Management Intelligence
Design Management
Field Intelligence
Asif AI
Artificial Intelligence

Project Management Intelligence

Project Management Intelligence
360° Reality Capture
Field Intelligence
Observations
Field Intelligence
Contract and Claim Management
Project Management Intelligence
Design Management
Field Intelligence
Asif AI
Artificial Intelligence