Project Documents & Submittal Management Tools
Store, control, review, sign and track procurement documents, submittals, approvals, drawings, specifications and construction records throughout the project lifecycle.
Document control is only useful when teams can identify the current approved version.
Use clear naming, revision status, permissions and approval records before relying on a file
for procurement, production or site installation.
Project Document & Submittal Resources
12 Resources
GD
Google Drive
Store, share and collaborate on project files with permissions, comments and shared drives.
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SP
Microsoft SharePoint
Organize controlled project documents, permissions, team sites and Microsoft 365 collaboration.
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DB
Dropbox Business
Share large files, collect supplier submissions and manage team folders and access.
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BOX
Box
Centralize project content with controlled sharing, version history and approval workflows.
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AD
Autodesk Docs
Manage drawings, models, specifications and approvals in a construction common data environment.
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PC
Procore Document Management
Control revisions, permissions and access to construction documents from office and field.
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ACX
Oracle Aconex
Manage project correspondence, document registers, reviews, approvals and formal workflows.
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BB
Bluebeam Revu
Review, mark up, compare and collaborate on construction drawings and PDF documents.
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PDF
Adobe Acrobat
Create, edit, combine, protect, review and sign project PDF files.
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DS
Docusign eSignature
Send agreements and approvals for electronic signature with status and audit records.
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SM
Smartsheet Project Templates
Start project plans, trackers, schedules and construction records from editable templates.
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MSL
Microsoft Lists
Build document registers, issue logs, asset lists and approval trackers in Microsoft 365.
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My Procurement Toolkit is a member feature.
Open My Procurement Toolkit →
How to Manage Procurement Documents & Submittals
The main objective is to keep project teams working from traceable, current and approved information from supplier submission through review, approval, purchasing and installation.
1. Create a controlled document structure
Use consistent folders, file names, document numbers and permissions for procurement and construction records.
2. Track revisions and approvals
Record submission dates, revisions, review status, comments and final approval before releasing information for production.
3. Separate working files from approved records
Make it clear which drawings, specifications and submittals are draft, superseded, approved or issued for construction.
4. Preserve the final project record
Retain approved submittals, signed documents, registers and handover records according to project and company requirements.