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Secure Project Documents & Sharing
Protect drawings, contracts, permits and site photos, and share with subcontractors, consultants and authorities through controlled, traceable links.
What this group does
Construction projects run on drawings, contracts, permits and inspection records that many parties must see — and not all of them should see everything. Secure Project Documents & Sharing lets the Construction add-on protect these files and exchange them with subcontractors, consultants and permit authorities under controlled, traceable conditions — so the whole team works from the right version without weakening confidentiality or compliance.
Screen previews
A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.
Secure project documents: protected files, watermarks and audit
Secure sharing and site access: OTP links, view-only access and approvals
Challenges it addresses
| Challenge | Why it matters |
|---|---|
| Confidential project data | Drawings, bids and contracts are commercially sensitive and must not leak to competitors. |
| Version control | Teams must work from the current drawing revision, not an outdated copy passed around by email. |
| Large files | Drawings, BIM models and site photos are large and must be shared quickly. |
| Many external parties | Subcontractors, consultants, clients and authorities need documents without broad system access. |
| Work in the field | Site teams need secure access from the jobsite on any device. |
Key features
- Encryption — project files are protected in transit and at rest.
- Role-based access — permissions by project, trade or subcontractor, so people see only what they need.
- Watermarking & tracking — user-specific identifiers on drawings and contracts show who viewed or modified a file.
- Sensitive-data masking — pricing and personal fields are masked where full detail is not required.
- OTP-protected, expiring links — share with external parties without creating accounts; set expiry and per-recipient rights.
- Approve before sending — outgoing files wait for an authorized approver.
- Remote and mobile access — secure access from the jobsite, with metadata search to find documents fast.
- Audit trails & reporting — a complete history of access supports audits, disputes and authority requests.
How it fits your construction workflows
| Where you work | What secure sharing adds |
|---|---|
| Site Execution | Daily logs, photos and progress documents are shared with the client under controlled access. |
| Heavy Machinery & Fleet | Inspection and maintenance records stay permissioned and traceable. |
| Site Materials | Delivery and supplier documents are shared with suppliers through expiring links. |
| Permits & Zoning Compliance | Permit applications and legal contracts reach authorities with approval; every access is logged for audits. |
Business value
- Protected confidentiality — sensitive project data stays private throughout its lifecycle.
- Audit-ready projects — complete access history supports compliance checks and dispute resolution.
- Faster collaboration — one secure path replaces ad-hoc email and file-transfer tools.
- Confident external exchange — share what is needed, see who received it, and stop access when it expires.