ProMatrix module

Document Management

The full document lifecycle: creation from a template, approval routing, signing, registration, execution and versioned archival storage.

Ready for a pilot rollout
About the module

Documents that never get lost

The module covers the internal document flow of a design or construction company, and then exchange with counterparties. Internally: memos, orders, regulations, contracts. Externally: exchange with counterparties via EDI operators and e-signature. Every document follows a route: who approves, by when, and what happens if it's overdue. A document can be co-edited, discussed in an attached chat and talked through on a call without leaving its card.

Who works in the module
Records clerkManagerLegal counselAssigneeArchivist
An object's path through the module
01

Creation

02

Approval

03

Signing

04

Registration

05

Execution

06

Archive

Done

What already works

This already works. Everything else is below, in the full module scope.

GOST-compliant versions and revisions

A document keeps its versions, and revisions are recorded per GOST; issues and handover of document sets are logged.

Routes on a canvas

A document follows an approval route; the route is drawn on a canvas in the editor. Numbering and document types are configurable.

Word and Excel inside

View and edit Word and Excel files right in the system, including two people at once. PDF, images and text open inside.

Files of any size

Chunked upload that resumes after a dropped connection.

Remarks

A remarks register and remark lists from Word.

Inter-discipline assignments

A register of inter-discipline assignments, plus volumes and sections of the project.

Features

Full module scope

Everything planned for the module, including what is still in progress. Ordered by the roadmap.

01

Route builder

Sequential, parallel and conditional approvals. Routes are built with drag and drop and are versioned.

02

Document templates

Autofill from reference data, numbering schemes, formulas, required fields and completeness checks.

03

Collaborative editing

Several people in one document at the same time, with visible edits and per-author history.

04

Electronic signature

Qualified and simple e-signatures, timestamps, certificate validation and a signing mark.

05

External EDI

Exchange of structured and unstructured documents with counterparties through operators.

06

Archive and search

Full-text search across content and metadata, faceted filters, retention periods and a file classification scheme.

07

Execution tracking

Assignments, deadlines, reminders, escalation to a manager and an on-time performance report.

08

Access classification

Restrict document visibility by role, department or a named list of people.

Video

Feature demo

This section is set up for screen recordings. Videos are added as they are produced.

4:20 Coming soon
Basics

Creating a document from a template

8:10 Coming soon
Setup

Setting up an approval route

6:35 Coming soon
EDI

Signing with a qualified e-signature and sending to a counterparty

5:15 Coming soon
Collaboration

Co-editing a contract

Purchasing

How to buy this module

The module is licensed separately or as part of the system, by subscription or perpetually. You can estimate the cost for your setup in the calculator.

With a server

Client-server edition: collaboration, sync, chats and conferencing. The server runs on your side, on ours, or in a hybrid setup.

Local, no server

Installed on a workstation with its own database. Standalone operation, perpetual license; the server side can be added later.

Subscription or perpetual

A monthly fee with updates and support, or a one-time purchase with support under a separate contract.

With implementation

Process setup, data migration from your current systems and user training — as a separate stage.

Let us show you what already works

We will show what already works and walk you through the roadmap and pilot terms.