Enhance Engineering Document Management with Filer

Engineering projects generate extensive documentation, including detailed CAD drawings, project specifications, and client contracts. It is also critically important to evidence audit trails for key document transmittals. Therefore, efficient document management is crucial to ensure compliance with industry standards and maintain project timelines. Integrating digital solutions with existing systems often creates data silos and compliance challenges. Filer was developed to address these specific needs, offering a comprehensive solution that enhances compliance, improves security, and optimizes operational efficiency. 

Why Filer is Ideal for Engineering Firms 

Optimize Resource Utilization  

Engineering firms often face unnecessary expenses and underutilized resources. Filer maximizes the utility of your existing Microsoft 365 setup, reducing redundant costs and optimizing resource use. Integrating seamlessly with SharePoint and other Microsoft applications, Filer provides a unified document management strategy tailored for engineering projects. 

Streamlined Document Management  

Handling extensive engineering documents can be complex and time-consuming. Filer simplifies this task with user-friendly features and intuitive administration controls, ensuring easy implementation and ongoing maintenance. 

Robust Compliance and Security  

Ensuring compliance with industry standards and client confidentiality requirements, Filer securely stores all engineering documents within your Microsoft tenant, reinforcing trust in your document management systems. 

Enhanced Project Management  

Filer‘s efficient document management allows engineering teams to quickly access project specifications and CAD drawings. This streamlined access supports better project management, enabling engineers to focus on delivering high-quality results. 

Key Features Enhancing Engineering Efficiency 

Customized Document Organization  

Replacing complex folder structures, Filer’s context-driven search system streamlines the retrieval and analysis of engineering documents such as CAD drawings, project specifications, and client contracts. Filer’s CAD capabilities in particular, have been a game changer for organizations wanting to share CAD images without licensing for the companies CAD software. Filer’s CAD capabilities allow for granular zoom, measurements and viewing layers separately.  

Automated Document Processing  

Manual handling of engineering documents often leads to errors. Filer’s IDP module automates the ingestion, quality checking, and classification of both structured and unstructured documents, ensuring accurate data extraction and validation. 

Efficient Document Routing  

Using Power Automate, the Filer IDP module, or API integrations, Filer ensures documents and metadata are seamlessly ingested and routed, guaranteeing proper placement and policy application. 

Comprehensive Metadata Management  

Automatically applying metadata at the document level, Filer ensures adherence to retention and disposition rules, enhancing lifecycle management and searchability. 

Versatile Viewing and Editing  

Engineering professionals can view over 70 file formats using Filer’s built-in viewer, facilitating seamless access to various document types. The integrated PDF editor enables redaction, annotation, splitting, merging, and signing of documents directly from SharePoint. 

Comprehensive Search Capabilities  

Combining SharePoint Online’s enterprise search with Mizorix’s OCR (Optical Character Recognition) software, thorough searches based on metadata and document content are ensured, leaving no vital information overlooked.

Secure Sharing with Digital Briefcase  

Filer’s Digital Briefcase feature allows for the creation of controlled document packs for project reviews and audits, ensuring secure internal and external communication. 

Integrated Email Management  

Filer’s Outlook add-in simplifies managing email attachments and documents, ensuring consistent classification and routing. 

Document Management for Engineering

Filer brings a new level of efficiency to engineering document management by offering a tailored, secure, and compliant solution. Its intelligent document processing and robust search capabilities ensure precise and efficient handling of engineering documents, from CAD drawings to project specifications. By fully integrating with your existing Microsoft 365 infrastructure, Filer enhances compliance and operational efficiency, allowing engineers to focus on delivering high-quality projects.  

Revolutionize your engineering document management today. Contact us for a personalized demo and see how. Filer can make a difference.