Document Management
One place for every document, certificate and report
Searching through email threads and shared drives wastes time and creates compliance risk. WorXflo gives your organisation a single, secure, searchable repository — linked to the right jobs and clients.
What document management covers
From storage to sharing to sign-off
Centralised Repository
Every document, template and certificate in one organised system. No version confusion — everyone works from the same current set.
Real-Time Access Anywhere
Field teams and office staff access the same documents simultaneously — from desktop, tablet or mobile.
Document Linking
Attach documents to jobs, customers, assets and projects. Engineers access all relevant site documents when they open a job.
Version Control
WorXflo tracks document versions automatically. Everyone works from the latest version — previous versions retained for audit.
Compliance & Audit Trail
Every document has a clear owner, creation date and access history — the audit trail regulators and clients expect.
Secure Client Sharing
Share documents with clients through the Customer Portal or direct link — with controlled view, download or edit permissions.
Reduced Digital Clutter
Replace shared drives and email attachments with one clean system. Less time searching, less risk of wrong versions.
Template Management
Store standard templates centrally. Teams use the right template every time — consistent documentation across the business.
See WorXflo in action
One platform. One monthly fee. All 15+ features included — from £300/month for up to 25 users.