Document Management Software For Efficient Project Collaboration
Consolidate all project-related content and files in a single repository, utilising our project management software's advanced features for access control, versioning, sharing, linking, and more.
Put an end to file searching and duplication with Cerri Project’s document management features
Leverage Cerri Project to standardise, classify, list, publish and distribute all your project-related documents and help structure information.
Centralised Document Management
Integrate all your project-linked documents into a single repository including specifications, meeting reports, incidents, dashboards, letters, contracts, and more. Cerri Project acts like a project folder and provides automatic filing, sharing, access and records of all versions of each document. Organise your project documents by type and/or sub-files to easily locate what you need.
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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 organisation’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.
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Document Classification
Create and design your own document classification to complement Cerri Project’s pre-defined list, in order to meet your company needs for document organisation. Benefit from the option to link document types to workflows and project phases.
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More content management features to help you organise 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 categorise documents by type, by project or even project phase. Or, by using Cerri Project’s powerful plain text search engine.
Optimise 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 maximise ROI and achieve your full productivity potential.
Here are some.
Here are some.
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TRY CERRI PROJECT FREE Document management FAQ
What is document management in project management?
Document management in project management refers to the process of organising, 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 maximise 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 organisation.
- Check out our help portal.
- Contact us for more in depth consulting services.
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