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Documents & Records
Templates, transmittals, e-signature, retention
Create a document template and issue it
Author a governed template for a document type, generate a real document from live project data, and transmit it as an auditable record.
Who can do this: Admin or PM
Route a document for electronic signature
Send a subcontract, change order, or lien waiver for signature and end up with an executed record you can rely on in a dispute.
Who can do this: Contracts Manager or PM
Set a retention schedule and apply a legal hold
Define how long each record category is kept, let disposition run on policy, and freeze everything relevant when litigation is reasonably anticipated.
Who can do this: Admin or Compliance