This article provides basic work instructions for the Document module in Relatics 5, including how to create and upload documents, link them to relevant folders, and retrieve and manage associated elements such as document types, versions, and approval status.
Introduction
In this module, you can manage all project-related documents. Documents often form the foundation for meetings, decisions, and key project milestones. Relatics allows you to register, link, and maintain a clear structure and version history of all relevant documentation in a transparent and consistent way.
Objective
The goal is to ensure that all project documents are easily accessible, traceable, and up-to-date. In many projects, information gets lost in emails or shared drives. Imagine searching for the latest version of a contract or report without knowing who edited it last or where it’s stored—that’s both inefficient and risky.
Solution
Relatics offers a central environment where documents can be registered, linked to project elements, and version-controlled. By using this module consistently, teams ensure that everyone works with the right information, avoid duplication or outdated versions, and support reliable project execution.
Need help getting started?
In addition to this article, we’re happy to offer further support in using the Document module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form below, and we’ll contact you shortly.
