Engineering Document
Management Software
for Projects &
Operations

Bulk Import & Export

Flexible import & export of files and metadata. Rules for handling revision-level attributes and files, data validation, import and export layout definitions. Scheduling and automation for watched folders.

PDF Conversion

Convert or merge files to PDF from multiple file formats based on configurable rules and triggers.

Bulk Copy & Paste 

Proarc supports bulk copy and paste of document numbers from search document lists to a workflow document list.

Outbound Transmittal & Comment Sheets

Process support for collecting, organizing, validating, and distributing outgoing documents. Automated generation of PDF comment sheets and transmittal cover sheets.

Handover

Tools for collection, output, and formatting of information packages for handover to clients. Publishing to offline web document catalogs including categorization and table of contents.

Advanced Search Queries

Criteria built using operators, parameters, and nested grouping to generate specific lists of document profiles. Streamlines the location of information users search for in EDMS.

Detachable Document Profiles

Simplified comparison of document profiles and file copying across document profiles, revisions, and document profile levels with drag-and-drop functionality.

Packages

Developing, approving, issuing, and tracking completion of packages of document deliverables.

Bulk Allocation

Pre-allocate document profiles and numbers prior to creation of documents. Link to packages for planning and tracking.

Milestones & Rules of Credit

Define milestones and link them to document status values, workflow events, or other criteria. Define milestone chains and assign percentage completion for each milestone achievement.

Progress Monitoring

Calculate progress based on milestone achievement, document packages and weights. View planned, forecasted, and actual completion dates and percentages. Visualize progress using charts and graphs.

Packages Replanning

Link plans to actual completion dates from Proarc workflow. Automatically update the plan with new due dates based on actual completion date.

Integration

Integrate with third-party tools, such as Primavera P6, Safran and Microsoft Project. Aggregate document progress for document packages and export for more accurate picture of progress in your third-party planning tool.

Dashboards and Reports

Real-time summary and KPI reports provide transparency, accountability, and actionable insights on document information, workflow progress, and user activities. Drill-down reports and widgets enable users to access a high-level view and drill down to underlying details.

Notifications and Alerts

Automated & event-driven alerts notify users when specified activities occur, potential issues arise, or auto-escalation dates and times have been reached.

Actioning and Expediting

Reports and workflow tools provide team members with full transparency to progress for manual action, while automation provides the ability to automate actions based on rules, such as auto-assigning a task to a different person when the task is past due.

Document History

Detailed document history provides users with information to help troubleshoot issues, take corrective action, and/or avoid future issues, such as claims.

Delivery Tracking

Tools to help ensure documents meet milestones and timelines. Actual document dates can be checked against planned document dates to highlight discrepancies.

Sharing with External Parties

Separate collaboration system in the Cloud for sharing documents with external parties. Synchronization with official document repositories to avoid uncontrolled copies.

Review & Approval

Automated workflows for distribution, review, and approval by external parties. Authorization matrix and recipient lists to subject matter experts based on document classifications, timing, and other policies. Templates for industry-accepted processes for interdisciplinary squad check, client document review, routing & notification.

Real-Time Commenting

Concurrent markups allow multiple users to add comments simultaneously while others add comments in real-time.

Copy Documents

The Copy Documents Add-on increases the efficiency of batch file copy operations for power users.

Mobile

The Mobile Add-on supports users who need access from areas with offline or low-bandwidth connections (e.g., in a mine or on a ship).

Mobile Details

Document Organizer 

The Document Organizer Add-on provides efficient and complete document handover, mitigating the time-intensive and error-prone process of manual compilation of accurate documentation. 

Document Organizer Details

Planning

The Planning Add-on provides document progress measurement using milestones and configurable rules of credit. 

Planning Details

Drawing File Management 

The Drawing File Management Add-on effectively manages AutoCAD files & revisions, mitigating costly errors caused by out-of-sync files during check-in/out or handover. 

Drawing File Management Details

ProView

The ProView Add-on provides improved productivity and review quality for teams while reducing potential cost and collaboration risk, with the help of ProView PDF Converter, ProView Viewer, ProView Markup, and ProView Comment Sheets.  

ProView Details

Malware Scanning Package

The Proarc Online Malware Scanning Package protects your EDMS from malicious content using Microsoft Defender Antivirus capabilities. 

Web API

The Web API Add-on enables the integration of Proarc EDMS documents and data.  

Web API Details