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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 Track document status — draft, in-review, approved, superseded — with full lifecycle management.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 does progress tracking work?

Work packages are color-coded on the map by status — planned, in-progress, and completed — with drill-down access to percentage completion and contractor assignments. They are connected to the reporting engine.

Can I connect my Primavera P6 schedule?

Yes. GIS 2D integrates directly with Primavera P6, displaying activity dates, completion percentages, and dependencies on the spatial map.

What file formats does GIS 2D support?

GIS 2D supports DWG, DXF, and KML file formats for CAD and geospatial overlays, with file sizes up to 100 MB for CAD and 50 MB for KML.

How do approval workflows work?

Workflows are easily configured with multiple review/approval stages, role-based routing, and SLA timers. Documents advance through stages based on approver actions.

What document types are supported?

The DMS supports all standard construction file formats including PDF, DWG, DXF, DOC, XLS, images, BIM files, and more.

Does it integrate with Revit or AutoCAD?

Yes. Models from Revit and AutoCAD can be uploaded directly. The platform also supports IFC for open-standard interoperability.

WhiteHelmet products DMS and Workflow works well with

Field Intelligence

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360° Reality Capture
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Contract and Claim Management
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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