Project documentation

Keeping records of projects and the related documentation

Project documentation

Because of the complexity of projects, their documentation is indispensable. This is generally implemented by the participants, who create a directory accessible to everyone and store all project documents there. Obviously, there are always preparatory materials and meeting notes which their author saves only to their own computer, or which reach the addressees only in the form of emails. Access to such documents cannot always be ensured later on, which may lead to losing them. For this reason, all project documentation (files, mail, tasks) should be stored in a system dedicated to this task. This system can support document creation with templates, indicate if a document is not completed yet, support teamwork and store documents in a version controlled form.


  • Manage project folders and templates
  • Customisable table of contents structure
  • Keep records of mandatory and optional documents
  • Store core documentation and preparatory materials separately
  • Manage meeting memoranda and notes
  • Support a process to approve final document versions
  • Define custom data fields for projects
  • Support teamwork
  • Manage MS Office templates
  • Revision control of documents


All documents related to the project are stored at a single location, categorised by significance.

You can use templates when you want to define a single document structure.

Document creation and approval processes are well defined and easy to integrate into the general workflow-support system.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company