Document and Email Management

Our diverse range of solutions enable you to keep all your information secure, accessible and, if applicable, BIM-compliant through a single version of truth.

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Document and Email Management Solutions for the AEC and Manufacturing Industries

With data and information being at the centre of any architectural, engineering, construction and manufacturing project, it is vital that it is managed efficiently. A reliable document/email management system is the key to increasing efficiencies in your business, improving the quality of your document output, and mitigating the risk of costly errors in your projects. 

Our experience within the construction sector ensures that we are able to provide a diverse range of document management software to meet the ever demanding requirements of project delivery, and enable you to move beyond folders on desktops. This includes document management systems to manage workflows within the Common Data Environment, ensuring compliance with the requirements of BS1192:2007 and PAS1192-2:2013, keeping track of asset data, and more.​

Our Solutions

CAD Document and Drawing Management Software

Excitech DOCS is a document and drawing management software specifically tailored for AEC Design Professionals to manage Work in Progress (WIP) in-house design drawings and documentation, and support compliance with BIM Level 2 standards and procedures. 

Key Features:
  • Unique & powerful integration with AutoCAD & Revit
  • Out-of-the-box functionality, yet adaptable to meet your business needs
  • Automatically updates transmittals, X-refs, revisions, title blocks and more
  • Provides control over the quality of your documents by complying with your company or industry standards (ISO, BIM etc)

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Common Data Environment

Autodesk BIM 360 Docs is a cloud-based document management solution that provides architects, engineers, contractors and manufacturers with the ability to publish, manage, review and approve project information on a common data platform.

Key Features:

  • Control the release of information to the field at project, role and document level to ensure a single source of truth across document contributors, curators and consumers.
  • Extract drawing sets from up-to-date, coordinated models, automatically extract title block data, and maintain set linking and data references.
  • Native viewing of 2D & 3D files, automated & standardised curation of content, and logical workflows.
  • Reduce risk and eliminate errors by ensuring that the entire team is building from the correct versions of documents, plans and models. Access it all from a browser, tablet and phone.

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Email Management

Excitech Mail is an email management system designed to provide visibility across your projects.

Key Features:
  • Provides you with control of your inbox
  • Locates email instantly
  • Allows you to file emails to your preferred storage
  • Offline access to your emails

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Engineering Document Management Software

Meridian is a collection of asset document management software solutions designed for owner/operators to connect maintenance and engineering, and improve the data handover of engineering and asset documentation.

Key Features:
  • Keeps your business in control by centralising information 
  • Reduces risk by maintaining compliance and data integrity
  • Empowers collaboration by connecting your business to external contractors, enabling concurrent engineering and accurate data handover
  • Leverages reports and dashboards to analyse performance 

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Enterprise Content Management

M-Files is an enterprise content management solution designed to manage generic office documentation for non-design related companies. 

Key Features:
  • Organises content based on what it is, not where it is
  • Allows you to easily add files and documents to the system by inserting a small amount of metadata
  • Always shows the latest version of every document
  • Preserves old versions of documents with the ability to revert back to previous versions if required

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Product Data Management Software

Autodesk Vault is a data management tool integrated with Autodesk's Product Design and Manufacturing Collection, and made up of three different technologies including Vault Office, Vault Workgroup and Vault Professional. 

Key Features:
  • Safely manage design data in one central location
  • Speed up the design process with product data management (PDM)
  • Collaborate more, both internally and externally
  • Tracks Work in Progress (WIP) and maintains version control in multi-user environmnents

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Unsure of which document management system will be most beneficial for your business? Let us help you decide.


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