DOCUMENT MANAGEMENT

Use a data centric approach to get control over Document Management

Don’t let construction, asset or project documentation get in the way of project progress. Make it easy for your users to work with documentation while staying in complete control.

Download the onboarding guide to learn more

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Revision & Version Control

Control your documents and remove doubt with Proarc automated revision management. Trust your documents and focus on project success.

Define clear revision standards for documents and projects
Use predefined revision codes or define your own
Automatically update revisions based on workflow approvals or other triggers
Only distribute the latest revisions
Control access and create a clear audit trail for documentation

Drawing Management

Access all your tools efficiently using integrated Proarc menus. Make it easy for CAD users to access Proarc capabilities directly from the AutoCAD GUI toolbar. Produce, manage and store drawings directly to Proarc folders without exiting the CAD system.

Save CAD files directly to Proarc managed project folders
Check-in/ Check-out drawings without manual downloading or uploading new versions
Send office files on workflows without opening up Proarc
Automatically control versions, revisions and generate document numbers and file names
Automatically add metadata to drawings and cross reference AutoCAD blocks and attributes

Correspondence Management

Prevent the risk of attachment loss with the Proarc Add-in for Microsoft Outlook. Stay in control of your project information, retrieve files easily when needed, and maintain readiness for audit purposes.

Easily save emails and attachments to assigned folder locations
Test conformance of metadata to project, customer or location requirements
Utilize predefined metadata to reduce data entry
Search for and attach managed documents to emails as attachments or links
Send emails on configured workflows for notifications or review

Search & Navigation

Find information fast. Trust what you find… the first time, every time!

Rich metadata model, full text search and advanced search options to find what you are looking for
Navigate in logical breakdown structures using smart metadata based dynamic folders
Use smart lists to sort, filter, manage columns and layout
Save you queries and list layouts in your favorite sections

Digital Signature

Make sure your documents have the correct signatures without the administrative overhead using Proarc Digital Signature.

Save time and money structuring and validating content based on configurable business rules
Perform bulk enrichment processes such as adding new file names or metadata
Schedule recurring bulk tasks to initiate automatically
Trigger multiple bulk business processes such as PDF generation and approval review

Bulk Loader

Rapidly import and export large volumes of data and documents in Proarc, and ensure data quality at the same time.

Rich metadata model, full text search and advanced search options to find what you are looking for
Navigate in logical breakdown structures using smart metadata based dynamic folders
Use smart lists to sort, filter, manage columns and layout
Save you queries and list layouts in your favorite sections

Additional Features

Check-in/ out
Prevent versioning chaos on the jobsite and avoid unnecessary manual merging of documents.

Document templates
Accelerate consistent document creation process using predefined templates with data merge, and automatic metadata updating.

PDF converter & merger
Transform routine document production tasks into agile, automated workflows. Convert or merge PDF ‘s from multiple file formats based on configurable rules.

Explore all the features