Document Management

The Documents module is a repository used to store, organize, secure, track, and manage project related documents in electronic form. This well-designed online document management system facilitates file sharing across multiple devices connected on the cloud to enable efficient collaboration among project users. Folders in the Documents module aids in organizing and structuring documents logically and hierarchically to create an effective knowledge bank of project and contract related information. Access control to folders and subfolders, and therefore documents is enforced easily with this permission-based document management system. You can configure the file types that can be uploaded and saved in the Documents module. Customized workflows automate document related business processes.

There is no limitation on the number or the size of documents that can be uploaded to the application.

The Documents folder is the base for the document management system in Masterworks, and all document folders that are created will be available organized in it. The Documents folder is available at two levels in the application, one at the project level for project related documents, and one at each contract level for individual contract related documents.

The following features are available with the Masterworks Documents module:

1. Create folders hierarchically to ease storage and access of documents
2. Create predefined folder structures to automatically recreate a selected folder structure during project creation
3. Secure documents by defining permissions on folders and documents thus limiting user access
4. Define predefined templates of document properties that is selected during project creation to be made available when uploading a document
5. Upload documents to folders to organize storage of documents
6. Update documents
7. Manage document versioning to provide an audit trail for the revision and update of a document
8. Store comments and comment responses on uploaded documents to store document related information that does not change the document content
9. Annotate documents to actively participate in the flow of the document content and add analytical or illustrative notes on the document
10. View documents of various formats using the document viewer utility without having to install any document viewer applications on your system 
11. Attach a workflow to a document to receive specific approvals
12. Search for documents based on document properties
13. Archive documents that are not currently in use

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