Revisions and supersession
Issuing a new revision supersedes the previous one and records which revision replaced it, so the register always shows the current document.
Document controllers
TaskRox for document controllers
Run the document register, numbering, transmittals and reviews inside the project platform, with each document linked to the RFIs, QA and correspondence that rely on it.
Common problems for document controllers
- People keep asking which version of a document is current.
- Transmittals are tracked in a spreadsheet and receipt is not recorded.
- Reviews run through email chains with no clear status.
- Each project ends up with a different folder structure.
How TaskRox supports this work
Each item below describes a shipped feature and links to its documentation.
Numbering schemes and folder templates
Each project can set a numbering scheme from project code, discipline, document type and sequence. Folder templates give every project the same starting structure.
Transmittals with recipient acknowledgement
Issue documents on a transmittal. Each recipient acknowledges receipt, and the transmittal shows as acknowledged once every recipient has done so.
Staged review workflows
Review rules set the reviewer role or person, the lead reviewer and the review period. Each reviewer records an outcome code against the document.
E-signature with sealed output
Route documents to internal and external signers in sequence, enforce signatory authority, and file a digitally signed PDF with a Certificate of Completion back into document control.
Modules most used in this role
Listed in order of relevance. Every paid plan includes every module; each link opens the public manual page.
Register, revisions, numbering, folder templates, transmittals and reviews.
Project email with formal sender identities and record links.
RFIs with pinned reference revisions.
Signing envelopes, signatory authority and sealed PDFs.
Decision register linked to RFIs and MOC.
Register summaries and CSV export.
Pricing
Consultants and client representatives who only read documents can use free viewer seats. People who upload, edit or approve use billable seats.
- Pro
- $50 AUD / user / month + GST
- Enterprise
- $100 AUD / user / month + GST
- Viewer seats
- Free
- Trial
- 14 days, no credit card
Owner, Admin and Member seats are billable. Both paid plans include all 32 project modules. Annual prepay saves 20%. Full pricing and seat calculator
Switching from another tool?
If your projects use an enterprise document management system, the Aconex comparison sets out where each product fits.
Test TaskRox on your own project
Start a 14-day trial with no credit card and every module, or open the live demo to look around a sample project first.
- 14-day trial
- No credit card required
- Viewer seats free on paid plans