Project
One project and every company working on it: owner, consultant, contractor and vendors.
- Register, revisions and transmittals
- Workflow templates and automation
- Comment sheet, RFI, NCR, TQ and SI
- Audit trail and project backups
Every plan carries the full document control core. Larger plans add what programmes and enterprises need across many projects.
One project and every company working on it: owner, consultant, contractor and vendors.
Several projects for one owner or contractor, with shared numbering and project templates.
Organisations that want their own platform, their own branding and system integration.
Every plan is quoted for your project. Talk to us for a proposal.
Each plan is quoted on the size of the job: how many companies take part, how many people work in it and how long the record must be kept after handover. Tell us about the project and we will send a written proposal.
| Capability | Project | Programme | Enterprise |
|---|---|---|---|
| Documents | |||
| Document registerOne number per document, one current revision | ✓ | ✓ | ✓ |
| Revisions and versionsRe-uploads stay private until a revision is issued | ✓ | ✓ | ✓ |
| File-type detectionPDF, Office, AutoCAD, Revit, IFC and more | ✓ | ✓ | ✓ |
| In-browser viewerDrawings open with markup tools | ✓ | ✓ | ✓ |
| Revision comparisonCompare two revisions side by side | ✓ | ✓ | ✓ |
| Drawing and model previewOpen DWG and IFC files in the browser | ✓ | ✓ | ✓ |
| Search inside filesFind words inside PDFs, Office files and scans | ✓ | ✓ | ✓ |
| Virus scan on uploadEvery file scanned before anyone opens it | ✓ | ✓ | ✓ |
| Bulk placeholders and uploadsCreate many placeholders, upload many files at once | ✓ | ✓ | ✓ |
| Recycle binRestore a document deleted by mistake | ✓ | ✓ | ✓ |
| Review & workflow | |||
| Workflow templatesGates, parallel reviewers, four review codes | ✓ | ✓ | ✓ |
| Workflow automationAssign by role and discipline, act on each outcome | ✓ | ✓ | ✓ |
| Comment sheetComments, responses and resolution across revisions | ✓ | ✓ | ✓ |
| Delegation and alternatesReviews keep moving while people are away | ✓ | ✓ | ✓ |
| Ball in court and escalationWorking-day clocks on the project calendar | ✓ | ✓ | ✓ |
| E-mail notificationsAssignments, reminders and escalations by e-mail | ✓ | ✓ | ✓ |
| Deliverables timelinePlanned, forecast and actual dates on a Gantt view | ✓ | ✓ | ✓ |
| Exchange | |||
| TransmittalsNumbered, acknowledged per recipient | ✓ | ✓ | ✓ |
| Distribution listsApproved documents to the right companies and roles | ✓ | ✓ | ✓ |
| RFI, NCR, TQ and SITracked beside the register | ✓ | ✓ | ✓ |
| Hard copy registerControlled copies and their holders | ✓ | ✓ | ✓ |
| Administration | |||
| Bulk member importExcel or CSV, checked before anything is written | ✓ | ✓ | ✓ |
| Project backupsScheduled, versioned, downloadable by rule | ✓ | ✓ | ✓ |
| Shared numbering librariesOne numbering scheme across projects | ✕ | ✓ | ✓ |
| Project templatesStart a new project from a proven set-up | ✕ | ✓ | ✓ |
| Restore as a new projectBring a backup back as its own project | ✕ | ✓ | ✓ |
| Close-out exportOne offline bundle of files, register and audit trail | ✓ | ✓ | ✓ |
| In-app help and manualsHelp on every page, written for each role | ✓ | ✓ | ✓ |
| Sign-in e-mail for newcomersImported members receive their sign-in by e-mail | ✓ | ✓ | ✓ |
| BrandingYour name and logo on the sign-in page | ✕ | ✕ | ✓ |
| IntegrationsRead-only API keys and signed webhooks | ✕ | ✕ | ✓ |
| E-mail templates and logEdit message wording and see every delivery | ✕ | ✕ | ✓ |
| Licence quotasUser, project and storage limits per licence | ✕ | ✕ | ✓ |
| Support | |||
| Support requestsRaised in the portal, with a ticket number and reply due time | ✓ | ✓ | ✓ |
| Remote support (view as)Our desk sees the project as the person with the problem | ✓ | ✓ | ✓ |
| Impersonation grantsTime-limited 'view as' for a project administrator, one project | ✕ | ✓ | ✓ |
| Missed reply remindersThe desk is told when a request has no first reply on time | ✓ | ✓ | ✓ |
| Security & records | |||
| Append-only audit trailHash-chained, denied attempts recorded too | ✓ | ✓ | ✓ |
| Object-locked file storageSize and SHA-256 checked on every upload | ✓ | ✓ | ✓ |
| Row-level securityAccess checked in the database on every table | ✓ | ✓ | ✓ |
| Two-step verificationAuthenticator app with recovery codes | ✓ | ✓ | ✓ |
| Active sessionsSign out everywhere, sign-in activity log | ✓ | ✓ | ✓ |
| Single sign-onSign in with your company's SAML, OIDC or AD account | ✕ | ✕ | ✓ |
| Compliance-mode retentionRecords nobody can alter or delete, not even us | ✕ | ✕ | ✓ |
| External audit anchoringAudit chain fingerprints notarised outside the platform | ✕ | ✕ | ✓ |
Tell us about your project, your numbering and your approvals. We will set SetuVault up for your team.