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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 Track document status — draft, in-review, approved, superseded — with full lifecycle management.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

Can clients request a Data Processing Agreement (DPA)?

Yes. Enterprise clients operating in jurisdictions with specific data transfer requirements can request a DPA. Contact info@whitehelmet.com.

Does WhiteHelmet use my data to train its AI?

No. WhiteHelmet does not use client-uploaded project data to train AI models without explicit written consent.

What happens to my data if I cancel my subscription?

Your data remains accessible during any post-cancellation grace period defined in your contract. After this period, data is securely deleted unless otherwise agreed. Contact your account manager for specifics.

Can WhiteHelmet outputs be used in regulatory submissions?

WhiteHelmet's AI-generated outputs, including compliance analyses, reports, and observations, are intended to support internal decision-making. They do not constitute certified professional or legal advice. Clients are responsible for verifying outputs with qualified professionals before formal submissions.

How is my data protected against breaches?

WhiteHelmet uses end-to-end encryption, role-based access controls, multi-factor authentication, and continuous monitoring. In the event of a confirmed breach, affected clients are notified in accordance with applicable law.

What cybersecurity standards does WhiteHelmet comply with?

WhiteHelmet follows OWASP methodology for global security standards and adheres to the National Cybersecurity Authority (NCA) requirements in the Kingdom, and is SOC 2 Type II certified, independently audited based on the AICPA's Trust Services Criteria covering Security, Availability, and Confidentiality.

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