Project RecordUpdated Jun 01, 2026

Documents

Store project files in versioned folders, route documents for review, and send them out for electronic signature — all in one project record.

AudienceProject ManagerProject EngineerProject Admin

Open in Syntecton

Documents is the project's controlled file store. Files live in folders, every upload keeps a version history, and documents can be routed for review or sent for electronic signature without leaving Syntecton.

Work with documents

Open Documents

Go to Project Record → Documents.

Upload and organize

Add files into folders.

Route for review

Send a document to reviewers and track their responses.

Send for signature

Place signature fields, add signers, and send.

Troubleshooting

A signer didn't receive the request

Check the signer's email on the request and resend.

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01
Plans & Specs
Manage drawing sets and specifications — publish revisions, compare versions, mark up sheets, and keep the field on the current set.
02
Project Emails
Capture project-related email into the record using project aliases, organize it into folders, and route messages to the right tools.

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