Document Management Software For Efficient Project Collaboration

Consolidate all project-related content and files in a single repository, utilizing our project management software's advanced features for access control, versioning, sharing, linking, and more.

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Put an end to file searching and duplication with Cerri Project’s document management features.

Leverage Cerri Project to standardize, classify, list, publish and distribute all your project-related documents and help structure information.

Centralized Document Management

Consolidate all your project-related documents in a single, organized repository with Cerri Project. Whether specifications, reports, contracts, dashboards, or drawings—regardless of format (Excel, Word, PDFs, AutoCAD, etc.)—all files are easily stored, versioned, and accessed. Benefit from automatic filing, structured classification by type or subfolder, and internal templates that let you manage and even define your own document formats—turning Cerri Project into your complete digital project binder.

Flexible Document Creation & Integration

Create documents and add new fields, lists and graphics to suit your unique requirements. Or integrate your standards and existing documentation as templates. Cerri Project’s internal templates allow you to integrate all files into the reference system, whatever their format (Excel, Word, WordPro, Photoshop, Paint Shop Pro, Adobe Acrobat, AutoCAD and more). You can also design your own document formats and add to Cerri Project’s predefined documents according to your organization’s requirements.

Document Version Tracking & History

Effortlessly track document versions with Cerri Project, as it automatically assigns version numbers and stores previous versions for reference. Access the complete history of any document including details such as modifications, creation date, version, duplication and status updates.

Document Review & Approval

Easily collaborate with team members on project documents thanks to automatic change notifications, discussion threads, online review, and more project document management functionality. Empower users to define any revision or approval process for all types of project documents including encapsulated office documents.

Document Classification

Customize your document organization with tailored classification schemes that complement Cerri Project’s predefined list. Link document types to specific workflows and project phases, and generate documents directly from templates tied to each classification. Ensure consistency, streamline access, and maintain full alignment with your company’s document structure and project processes.

More content management features to help you organize your project documents.

Attaching Files

Attach files and comments to documents such as tasks, deliverables, project descriptions, and more; and create a discussion thread. You can open, preview, edit and delete attached files.

Managing Linked Documents

Create links or dependencies between documents and access them directly. Links can exist between two documents in Cerri Project or to an external URL or automatically between versions of the same documents.

Managing Document Access

Benefit from advanced and powerful security and access settings for every document. Define read and write accesses according to project team or to business roles.

Searching Documents & Content

Easily locate any document within the system using views that categorize documents by type, by project or even project phase. Or, by using Cerri Project’s powerful plain text search engine.

Optimize your business processes with Cerri Project

To complement its document management capabilities, Cerri Project offers a wide range of project management tools to help you maximize ROI and achieve your full productivity potential.
Here are some.

Schott AG

“Thanks to the tool, we succeeded in making IT performance visible and managing our resources and performance. User definable workflows, interfaces to other systems and a web-based user interface as an add-on, helped us decide to use Project as an overall solution.”

Christian Weil,

Head of ITSM-1 Service Support Business Applications

Schott

“Thanks to Project, we now have one tool for managing our project data. This allows us to easily share information with our management team, which has created better visibility and an increased knowledge of our accomplishments within the company.”

M. Olivier Hertu,

CIO

“Our main reason for selecting Project can be attributed to its user-friendly yet rich interface and powerful reporting capabilities providing us visibility into complex projects, portfolios, resources and issues.”

Sara Saleh,

Planning and Projects Coordinator

“The main reason for selecting Project can be attributed to the first class service delivered by the Project team confirming that we can build a long standing partnership with a trusted advisor, rather than just a transactional supplier/customer relationship. Another big factor in selecting Project is the fact it delivers 90% of what we need today out-of-the-box and has the scalability and flexibility along with its technical team to meet our future needs. In addition, Project’s user-friendly GUI is nice, clean and easy to follow with direct terminology and menu options that can adapt to our business.”

Matt Harrison,

Head of Programmes Service Development

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Document management FAQ

What is document management in project management?

Document management in project management refers to the process of organizing, storing, controlling, and tracking project-related documents throughout the project lifecycle. It involves creating, capturing, storing, and distributing documents in a structured and efficient manner to ensure that project stakeholders have easy access to the latest and most accurate information.

Effective document management is critical to successful project management, as it helps maintain transparency, reduce errors, and increase collaboration among team members. Key aspects of document management in project management include version control, access control, document approval workflows, archiving, and document retrieval. By implementing a robust document management system, project teams can ensure that important information is easily accessible, secure, and up to date, thus improving overall project performance.

How can I get the most from my document management software?

In order to maximize your benefit from Cerri Project document management software you have different options available to you.

Book a demo with one of our specialists. They will show you how to leverage Cerri Project’s document management features to meet the specific requirements of your organization.
Check out our help portal.
Contact us for more in depth consulting services.

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