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
Let an AI agent draft a document you issue
Have an agent draft an RFI answer or a submittal log, review it, and issue it yourself — with the agent structurally unable to issue anything, because the block is in the document's state machine rather than in a prompt.
Who can do this: PM or Admin
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
Put a record under a retention schedule and apply a legal hold
Install the retention schedule, put a record under a rule, start its clock from the event that triggers it, and freeze everything relevant when litigation is reasonably anticipated.
Who can do this: Admin or Compliance