What is digital document management?

Digital document management is the systematic, digital administration of documents and information. It covers the technologies and processes for storing, organizing, searching, editing and sharing documents electronically – with the aim of reducing paper, speeding up workflows and meeting archiving obligations.

How do you control who sees which documents?

With the role and permission system, you define in fine detail who has access and who may change files. Shared folders automatically appear in the recipient's storage – according to the permissions granted.

Can I fill in PDF forms directly in upmesh?

Yes, you edit and sign PDF forms directly in upmesh. There's no need for an additional app or a detour via paper.

How much does digital document storage cost?

It's included in the regular upmesh price. You can test the basic version free of charge with no time limit; for larger teams there are Pro and Enterprise versions.

Digital document storage for construction, architecture and real estate

Keep one central project file, fine-tune permissions, edit PDF forms directly

The upmesh document storage is a digital project file for the site and the office. You drag and drop files of any kind into the project, build your own folder structures or adopt standard structures, and use a tiered permission system to control who can access what. You fill in PDF forms directly in upmesh and have them signed – without an additional app.

This makes all project-relevant information available centrally to everyone involved – on mobile and in the office.

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Store documents centrally

Add files in any format to a project or a ticket.

Everyone involved stays informed

Thanks to real-time synchronization, everyone involved is notified of the upload immediately.

Evidence-grade project documentation

Gap-free filing gives you solid evidence and processes you can analyze.

A project file with a system instead of a downloads folder

Drag and drop files of any kind into your construction project – on site with the app for iOS and Android or in the office via the web app. You create custom project folder structures or drag and drop standard structures into your project.

Finely tiered permissions ensure that only the people who need access get it. When a folder is shared, it automatically appears in the recipient's storage and can be used according to the permissions granted. This makes collaboration work across different trades and subcontractors too.

You edit and sign PDF forms directly in upmesh – no additional app needed.

digital project file for office and site
upload main folders and subfolders via drag & drop
custom role and permission system
share files securely via link
edit and sign PDF forms in upmesh

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Files on the ticket instead of in an attachment

To describe issues more precisely, you can add files directly to tickets. The people involved in the ticket are automatically notified of the upload; you can also add watchers who are notified of changes.

All files attached to tickets are listed centrally in the project room in the “Tickets” folder. From there you go straight to the corresponding ticket – saving search time in day-to-day work.

Daily reports and exports from your storage

Daily reports are crucial for construction documentation. In upmesh you create them in just a few clicks: with a calendar view, automatic transfer of working hours from time tracking and an integrated weather import. Versioning lets you create different report versions for different project participants.

The report designer helps you send professional reports: filter all tickets down to the ones that should appear in the PDF report. You can also add PDF cover pages to the export, such as interactive forms that can be filled in and signed on a tablet after the export.

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From the field

“We use the upmesh photo documentation every day. It's practical to be able to capture the progress of every project in photos. That way we create daily reports right on site and handle site documentation easily on mobile, right where the work happens.”

Leo Broxtermann, Managing Director, Broxtermann Garten- und Landschaftsbau GmbH & Co. KG

Frequently asked questions

It ends the search for the current file and makes the project status visible to everyone involved. Specifically: all documents stored centrally and visible to all project participants; less paper consumption and no costs for physical storage; automatic versioning – no more “final-final-V6.pdf”; protection against loss and unauthorized access thanks to backups and the permission system; access from anywhere, including on mobile from the construction site.

More project solutions
Solution	What for
Plan Managementmanage all plans and versions centrally	manage all plans and versions centrally
Task Managementcapture, assign and review tasks	capture, assign and review tasks
Defect Managementcapture, track and report defects on mobile	capture, track and report defects on mobile
Change Order Managementdocument change orders directly on the digital plan	document change orders directly on the digital plan
Construction Diaryrecord construction progress digitally, including weather data	record construction progress digitally, including weather data
Time Trackingrecord working hours for employees and crews as well as expenses on mobile	record working hours for employees and crews as well as expenses on mobile
BIM Viewerupload IFC files and navigate the 3D spatial model	upload IFC files and navigate the 3D spatial model

When everything is stored digitally, nothing gets lost

Try upmesh for free and set up your first digital project file in just a few minutes. During the trial period, we support you with everything you need.