Documents
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Document list –
Always Stay Up-to-Date
To ensure you always have the most current versions of documents at your fingertips, PLANFRED utilizes a revision system similar to the one used for Plans. The Document list displays only the current versions, while outdated statuses are stored in the document history.
Upon uploading, each document is automatically assigned the appropriate role and can be further categorized with parent groups, document folders, and tags. This streamlined organization allows for quick and easy retrieval of the documents you need.
With the Document list, you’ll stay updated and have access to the most relevant versions of your project documents, making efficient collaboration and informed decision-making that much easier.
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Unified Management for Documents and Plans
In PLANFRED, documents and plans are integrated seamlessly using a unified system. Approvals, notifications, and filters are tailored for both documents and plans, ensuring efficient collaboration and easy organization.
Using PLANFRED, you’ll discover the convenience of managing documents and plans on one platform. Simplify workflows, streamline approvals, and stay updated with PLANFRED's comprehensive functionality and user friendly design.
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Document Access Control
Document Vault
PLANFRED's document vault feature allows you to restrict access to specific project data, ensuring confidentiality and controlled distribution.
Using the Document Access Control feature, you can manage sensitive documents with ease and keep sharing policies consistent. Participants can control who can view their documents, while administrators retain access to all data.
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Access History
Tracking Data Recipients
Understanding who has received specific project or sensitive data, along with the corresponding timeline, can be invaluable to a project manager.
To serve this need, PLANFRED offers two essential features:
● A complete project access history for each participant. You’ll be able to backtrack the chain of custody for any shared documents, including time and date stamps.
● Access authorization overview for documents. At a glance you’ll know which users have the appropriate permissions, and those that may need modification.
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Detailed dispatch activity
Every plan and document dispatch is documented in the activities. In the detailed view, you can see at a glance which data has been sent to whom and who has already downloaded it.
With just one click, you can send or download plan and document packages to additional participants, and ensure they get them.
