Document & Plan Management

Reduce errors and rework with all plan and document versions and approvals tracked in one place

Over 150,000 users across 75+ countries are eliminating paperwork with PlanRadar

Centralise document management for construction and real estate projects

Store

Digitally store all project data, accessible on mobile or desktop devices.

Organise

File documents into easy-access folders for quick reference.

Collaborate

Markup plans and share feedback on documents.

Approve

Record plan and document approvals with date and timestamps.

Control

Ensure the right team members access the right information with a robust user permission system.

Manage Versions

Compare file revisions while always working off the latest version.

Search

Find documents fast with an easy search function.

Archive

Keep all project data securely stored in the cloud.

We are very impressed with the ease of use on the go and the good clarity in the app. The 3D view and easy navigation within BIM models enable faster and more detailed identification and communication of facts.”

Purpose-built for construction & real estate projects

Purpose-built for construction & real estate projects

Streamline projects and connect the office and project site with all plans, documents, on-site tasks and reports are in one digital platform.

Document approvals

Document approvals

Manage Submittals, Transmittals or any document approval process. With a flexible platform, PlanRadar adapts to your document management workflows.

Document collaboration and versioning

Document collaboration and versioning

Store and reference all document versions in one place, with all comments and feedback tracked, creating a digital audit trail.

Compare, revise & approve digital plans

Compare, revise & approve digital plans

Keep plans at your fingertips with all versions, changes and approvals digitally tracked. Share the latest plan instantly with the whole team.

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Safe, secure storage

Peace of mind that your plans are securely stored.

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No-code integrations

Automate plan management with other software systems.

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Fast and simple onboarding

Easy-to-use interface keeps it simple for your team to manage digital plans.

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Experience the benefits of digital document management

Avoid information loss.

Avoid information loss. Never lose paper markups again with everything stored digitally.

Reduce risk and rework.

Reduce risk and rework. With all comments, revisions and approval tracked, it’s easy to keep projects on track.

All project information always at your fingertips.

All project information always at your fingertips. Access all information, even on mobile from the project site.

Keep the team up to speed.

Keep the team up to speed. Everyone working off the latest plan and document versions.

A digital audit trail for full claims protection .

A digital audit trail for full claims protection . Every approval and sign-off, documented with date and timestamps.

FAQs

Why do I need construction document management software?

Construction document management software is designed to let construction professionals securely share, distribute and store all of their documents and plans. Having a structured way of working with construction documents is key, as projects within the industry require a massive amount of different documents, from pre-construction surveys, planning documents and architects’ drawings, all the way through to health & safety reports, handover documents, snagging lists and aftercare reports. While any document management system makes file sharing easier, specialised construction document management software like PlanRadar gives you several ways to work with these documents while on the go. For example, you can use PlanRadar to give your entire team access to BIM models. It also includes useful tools for comparing different versions of blueprints or annotating plans. Unlike other construction document management software, PlanRadar also lets you automatically generate reports and create PDF and Excel documents within the platform using the data collected by your team. You can even sign and share your generated documents within the platform.

Construction document management software can save you hours while also reducing the likelihood of costly mistakes. While construction projects often require hundreds of plans, reports, and other documents, document management software helps you to create order and makes it easier for your team to find the information they need. Using cloud-based document management software for construction means that you can share plans or documents in real-time with an unlimited number of people – including subcontractors. You can also easily replace older versions of documents with up-to-date ones and automatically distribute them to the relevant people. That means that people will no longer be working from outdated plans, and reduces the risk of them making mistakes.

The best construction document management software is one that you don’t even notice you’re using. The system should be so simple, that uploading a new plan version or document becomes second nature. It shouldn’t take you hours to make sure everything is up to date. In terms of specific features to look out for, your needs will vary depending on whether you’re an architect, an engineer or a developer. It will also depend on the size of your business and the scale of the projects you take on. When choosing the best document management software for your construction business, you first need to understand where you need support. Next, thoroughly research the software available on the market, using a list of essential features to create a shortlist. Test different options in action by using free trials, attend product demos and request prices from a range of document management software providers. Don’t be afraid to ask questions – what file types work with this system? Are there document size limits? How do the permissions settings work? Can you view and work with construction plans? How much support is offered by the provider? After assessing the features, asking all your questions and evaluating the costs, you’ll have found the best document management software for your business.

From lost documents, to the wrong plan versions, or a paper file that has been shredded by mistake, there are lots of ways that badly organised document management can cause problems for contractors. Document control software ensures that all your paperwork is stored digitally and safely, and that you can access any historical documents just by searching in one place.

Read more about how document control software can help contractors in our blog.

Yes! You can access a 30-day free trial so that you can test all of PlanRadar’s features and see how PlanRadar would work for your business. You can also book a free expert consultation where one of our consultants will help to identify your needs and demonstrate how PlanRadar can help.

Overreliance on paper is a big problem for construction firms. Paper is easy to lose, and if you have to transfer information from written notes into a digital format, then it’s easy to make mistakes when copying data over. Paper documents are also difficult to share. With construction document management software, you can put documents in the hands of everyone who needs them, all at the same time. As a result, you don’t need to print multiple copies of plans, manuals or safety information – it can all be accessed from an app, wherever you are.

By using PlanRadar, you can also eliminate paper forms and reports. You can replicate the formats you need within the software and allow users to create tickets and complete checklists in the platform. In addition to reducing paper, this also saves hours on reporting and administration, as you don’t have to enter the same data multiple times.

When you are choosing a document management platform for your construction business, ensure that the provider offers mobile apps as well as desktop versions of their product. That way, your team members should be able to access documents and plans from a mobile or tablet. PlanRadar offers apps for iOS, Android and Windows devices, and is also compatible with older operating systems. We also offer an offline mode, so that users can access any documents and plans that they have downloaded, even when they don’t have an internet connection.

Yes. Smaller organisations need to be more careful with costs when it comes to choosing software solutions. That’s why the best option for them is to choose a platform that can support multiple functions at the same time. For example, PlanRadar can be used to manage plans and construction documents, to assign tasks, oversee performance and create snagging lists, for central communication and creating audit trails, to oversee health and safety and to generate all kinds of reports. As subcontractors can be added free of charge, you can even manage large teams without massive additional costs. Small construction businesses can benefit in multiple ways for a single price, rather than paying for several different pieces of software that each solve a single problem.

Yes. To make document sharing and plan management even easier, PlanRadar integrates with Dropbox, Google Drive, and OneDrive. We also offer an open API and Webhooks, so if there’s a specific integration that you’re looking for, we can help you make it work. Read more about our integrations.

Yes! PlanRadar has 11 offices across Europe with local teams to ensure an excellent customer experience. We also work with verified Sales Partners in dozens of countries around the world, making sure that our customers are almost always able to speak to experts in their own language. You can get in touch with one of our international teams for a personal consultation.

Key Terms – Document Management

Access Control

Access control refers to the management of user permissions and restrictions within a document management system. It ensures that only authorized individuals or groups can access, view, edit, or delete documents. Access control features help maintain document security and confidentiality.

As-built drawings are revised drawings that reflect the actual conditions and dimensions of a completed construction project. They are typically prepared based on field measurements or modifications made during construction, providing an accurate representation of the constructed project.

An audit trail is a record or log that tracks and documents all activities and changes made to a document within a document management system. It provides a chronological history of document interactions, including who accessed, modified, or deleted the document, and when these actions occurred. Audit trails help ensure accountability, compliance, and data integrity.

A change order is a written document that modifies the scope of work or contract terms in a construction project. It is used to formalize changes such as design revisions, modifications, or variations in project specifications, timelines, or costs.

A construction drawing is a detailed graphical representation of a building or structure, typically created by architects, engineers, or designers. It provides essential information such as dimensions, materials, and construction methods, serving as a guide for construction teams.

Document capture is the process of converting physical or analog documents into digital format for storage and management within a document management system. It involves scanning, digitizing, and indexing paper documents, making them electronically accessible and searchable.

Document control is the systematic process of managing, organizing, and tracking construction-related documents throughout their lifecycle. It includes activities such as document creation, revision control, version management, and ensuring proper distribution and accessibility.

A Document Management System is a software or platform used to store, organize, track, and manage documents in a digital format. It provides features such as version control, document retrieval, collaboration, and security to facilitate efficient document management.

A document repository is a centralized location or digital system where construction documents and related files are stored, organized, and managed. It provides a secure and accessible platform for document storage, retrieval, and collaboration among project stakeholders.

Document retention involves determining the length of time that documents should be stored and retained based on legal, regulatory, and business requirements. Document management systems often include features to manage document retention policies, ensuring compliance and efficient document purging or archiving.

Document workflow refers to the sequence of steps or tasks involved in the creation, review, approval, and distribution of a document within an organization. A document management system can automate and streamline document workflows, ensuring efficient collaboration and timely completion of tasks.

Drawing markup involves making annotations, comments, or changes directly on construction drawings or digital files using specific markup tools or software. Markup allows project stakeholders to communicate and collaborate effectively by highlighting revisions, design changes, or issues that require attention or clarification.

Full-text search is a search capability that allows users to search for specific keywords or phrases within the content of documents. It enables quick and accurate retrieval of relevant documents based on their textual content, enhancing document management and information retrieval efficiency.

Metadata refers to descriptive information or attributes associated with a document. It includes details such as document title, author, date created, keywords, and other relevant information. Metadata helps in organizing, searching, and categorizing documents within a document management system.

Optical Character Recognition is a technology used to convert scanned or image-based documents into machine-readable text. OCR software extracts text from images or scanned documents, making the content searchable and editable within a document management system.

A punch list is a document that identifies and tracks the final items or tasks that need to be completed or corrected before a construction project is considered finished. It is created during the project closeout phase and typically includes items such as minor repairs, touch-ups, or missing installations.

An RFI is a formal communication in the construction industry used to request clarification or additional information regarding project plans, specifications, or other project-related documents. RFIs are typically issued by contractors or subcontractors to the project owner or design team.

In construction document management, a submittal refers to the process of submitting and reviewing documents, materials, or samples for approval. Contractors or suppliers submit documents, such as product data, shop drawings, or samples, to the project team for review and acceptance.

A transmittal is a formal document used to transmit or send construction-related documents, drawings, or correspondence from one party to another. It typically includes information such as sender and recipient details, document titles, and a brief description of the contents.

Version control is the management of multiple versions or revisions of a document. It tracks changes made to a document over time, allowing users to access and restore previous versions if needed. Version control ensures document integrity, tracks edits, and facilitates collaboration among multiple users.

Get started in 4 easy steps.

1. Create an account

2. Upload plans

3. Invite users

4. Download app