Document control on engineering projects requires logging every revision, verifying numbering, routing files for approval, and chasing sign off before work can proceed. Manual handling invites numbering errors, missed approvals, and delays that ripple across a project schedule.
An automated version reads incoming revisions, checks them against the register, and moves verified files through naming, filing, and approval routing without manual re-entry. Teams get faster turnaround, a more accurate register, and fewer stalled approvals.
The full workflow, from trigger to completion.
Triggered when an engineer or subcontractor emails a revised drawing or spec to the project inbox.
The automation logs the revision register, applies the naming convention, and uploads the file to the correct SharePoint folder.
The automation reads the markup metadata from the PDF and confirms the revision number matches the register and naming convention.
Any revision the automation cannot confidently verify is routed to the document controller for a manual check.
The automation sends the verified document for approval and automatically chases outstanding approvers.
Approvers receive and sign the document, with status pulled back into the register.
Once approved, the update is posted to the project channel and the superseded version is archived.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.