Share with control and traceability
Define access by role and keep activity visible. Internal and external collaborators work from the right content without opening the entire job.
What you'll learn
How share with control and traceability works inside Perfour.
What information you need and how it stays connected to Drawings and files.
How to preserve traceability and find the record later.
How to complete document access
- 01
Understand the objective
Drawings and files form the project's document record. Perfour organizes them in folders, previews supported formats and keeps each document beside the process where it is used. This guide focuses on share with control and traceability.
- 02
Prepare document access
Choose the project and folder, use an identifiable name and upload the file with its type and context. For drawings, confirm names and processing before distribution.
- 03
Complete the workflow in Perfour
Create the folder structure, upload documents or drawings, verify preview and share them with the right participants. Replacements and revisions should preserve a clear reference. Roles and activity enable sharing without exposing unnecessary information.
- 04
Review relationships and traceability
A file can support RFIs, submittals, quality checks, tasks, conversations and Daily Logs. Linking it avoids context-free copies and helps locate the related decision. Use a naming convention, avoid ambiguous duplicates and confirm the team can access the correct revision. Review permissions before sharing contractual or sensitive information.
Frequently asked questions
What is document access and what is it for?+
Drawings and files form the project's document record. Perfour organizes them in folders, previews supported formats and keeps each document beside the process where it is used.
What information do I need to share with control and traceability?+
Choose the project and folder, use an identifiable name and upload the file with its type and context. For drawings, confirm names and processing before distribution.
How is this process completed in Perfour?+
Create the folder structure, upload documents or drawings, verify preview and share them with the right participants. Replacements and revisions should preserve a clear reference. Roles and activity enable sharing without exposing unnecessary information.
Which other modules does it connect with?+
A file can support RFIs, submittals, quality checks, tasks, conversations and Daily Logs. Linking it avoids context-free copies and helps locate the related decision.
What should I check before considering it complete?+
Use a naming convention, avoid ambiguous duplicates and confirm the team can access the correct revision. Review permissions before sharing contractual or sensitive information.