Increased efficiency
Reduce search and processing time for technical documents.
Technical departments
The right revision.Every time.
Drawings, specifications, manuals and inspection reports in one searchable place. Give engineers and field teams the current revision, and keep every change on record.
Revision control. Standards compliance. Role-based access.
Built for the people who design and maintainScroll to approve the revision
01Engineering
02Maintenance
03Quality & standards
04Project management
FROM DRAWING BOARD TO SITE
One drawing.
Only the current revision.
Follow a technical drawing through Constellio: indexed on arrival, reviewed with markups, approved as a new revision and opened on site without any doubt about which version it is.
- 01Index
Find any drawing by what it is, not where it is.
Drawings, specifications and manuals are indexed with their metadata (number, project, discipline, equipment tag) so the search engine built for technical departments can find them in seconds.
- CAD, PDF and office formats
- Metadata captured on arrival
- Search by tag, project or discipline
- 02Review
Review together, on the drawing itself.
Reviewers annotate the same file and discuss each markup in context. Nothing is lost in an email thread, and every comment is traced.
- Shared markups and comments
- Discussions in context
- Traced review history
- 03Approve
Approve a revision, supersede the rest.
Approving revision C supersedes revisions A and B automatically. They remain in the history for compliance, but no one can mistake them for the current version.
- Controlled revision workflow
- Automatic supersession
- Full revision history
- 04Use in the field
Give the field the current revision only.
Technicians search by equipment tag from a tablet and open the approved revision. Access follows their role, and the documents they need can be available offline.
- Search by equipment tag
- Current revision only
- Role-based access
HOW IT WORKS
Every technical document in.
One current revision out.
Technical documents come from engineers, contractors and suppliers in many formats. Constellio indexes them, controls their revisions and makes the current one easy to find for anyone authorised.
Drawing historyDWG-P101Tracking
- Mar 02Revision C uploaded and indexedEngineeringIndexed
- Mar 053 markups added by reviewersQualityIn review
- Mar 09Markups resolvedEngineeringResolved
- Mar 10Revision C approved, A and B supersededLead engineerApproved
- Mar 11Opened on site by maintenanceField teamCurrent
ACROSS YOUR TECHNICAL TEAMS
One platform.
From design to maintenance.
Engineering, maintenance and quality work from the same documents, each with the access their role requires.
Drawings & specifications
Find the drawing by its tag, in seconds.
Index drawings and specifications with their metadata, and search them by equipment tag, project or discipline.
- IOCapture
- IODrive
Engineering review
Review on the drawing, not in an email thread.
Share markups and comments on the same file, and keep the review history with the revision it produced.
- Annotation & redaction
- Process automation
Operations & maintenance
The current revision, wherever the work is.
Give field teams the approved drawings and manuals for the equipment in front of them, with access that follows their role.
- IODrive
- Access management
Quality & standards
Show compliance with the standards you follow.
Track procedures, certificates and inspection reports, with the history and controls auditors expect.
- IOSafe
- Process automation
THE RETURN ON ORDER
Less time searching.
More time engineering.
Constellio ECM reduces the time spent searching for and processing technical documents, with a low initial investment and rapid profitability.
Figure published by ConstellioROI
Return on investment
Up to 270%
Value returned compared with the initial investment, as published by Constellio.
One drawing, every revision accounted for
Illustrative history. Superseded revisions stay on record; only the current one is served to the field.
Why technical departments choose Constellio
Simpler collaboration
Make it easy for technical team members to exchange and share documents.
Assured compliance
Comply with the standards and regulations that apply to your documents.
Guaranteed security
Protect your data with role-based access control.
Organizations that run on Constellio
THE TECHNICAL TOOLKIT
From the design office.
To the field.
Combine capture, collaboration, annotation and governance around the documents your technical teams rely on.
01
Document capture
IOCapture
Turn scanned drawings, inspection sheets and supplier manuals into classified, searchable information.
In technical teams
Legacy drawings & inspection sheets
02
Connected collaboration
IODrive
Work on drawings and specifications from the familiar desktop, always on the current revision.
In technical teams
Drawings & specifications
03
Document governance
IOSafe
Protect technical records with retention rules, granular access and a complete revision history.
In technical teams
Revision history & standards
04
Digital signatures
IOSign
Have revisions, procedures and inspection reports approved and signed digitally.
In technical teams
Revision approvals
Collaborate in Microsoft 365. Keep the revision in Constellio.
Connect Microsoft 365 and Teams to Constellio so specifications and reports stay governed while your engineers work in familiar tools.
QUESTIONS
Built around
your technical teams.
What engineering and maintenance leaders usually ask before a demo. If yours is not here, ask us directly.
Talk to a specialist
01Can Constellio manage CAD drawings?
Yes. Constellio stores CAD files alongside their PDF renderings and other formats, with metadata such as drawing number, project, discipline and equipment tag. Viewing and editing still happen in your CAD tools.
02How are revisions controlled?
Revisions follow a controlled workflow. When a new revision is approved, previous ones are superseded automatically: they remain in the history for compliance, but only the current revision is served by default.
03Can field teams access documents on site?
Yes. Authorised technicians can search by equipment tag and open the current revision from a tablet or laptop, with access that follows their role. Offline availability is defined during the project’s technical scoping.
04Does Constellio help with standards compliance?
Constellio provides the tracking and control features that support compliance: versions, approvals, traced activity and retention rules. Your organisation defines which standards apply and how they are evidenced.
05Where should we start?
Most technical departments start with one project or one class of documents, such as drawings for a site. Constellio’s migration, governance and support teams can help plan a phased deployment.
YOUR NEXT REVISION
The right revision.
For every team.
Let’s map a clearer path from the design office to the field for your technical department.
Or write to contact@constellio.com. Open source at its core, hosted your way.
