Digital Document Management Software
Searching for documents in email threads, shared drives and filing cabinets wastes time and creates compliance risk. WorXflo's document management module gives your entire organisation a single, secure, searchable repository — accessible from anywhere, linked to the right jobs and clients.
Centralised Repository
Every document, template, contract, certificate and report lives in one organised system. No version confusion, no duplicated files — every team member works from the same, always-current document set.
Real-Time Access from Any Device
Field teams and office staff access the same documents simultaneously. Comments, updates and approvals stay in platform — not buried in email threads. Multi-site businesses get consistent documentation across all branches.
Document Linking
Attach documents to the right jobs, customers, assets and projects. When an engineer opens a job on the mobile app, all relevant site documents, certificates and previous reports are immediately accessible.
Version Control
WorXflo tracks document versions automatically. Everyone always works from the latest version — and previous versions are retained for audit and compliance purposes.
Compliance & Governance
A centralised, version-controlled document store dramatically reduces the time spent on audits and compliance checks. Every document has a clear owner, a creation date and an access history — giving you the audit trail regulators and clients expect.
Secure Sharing
Share documents with clients and stakeholders securely through the Customer Portal or via direct link. Control who can view, download or edit each document — without sending sensitive files by email.
Reduced Digital Clutter
Replace the combination of shared drives, email attachments and local files that most SMEs rely on with one clean system. Less time searching, less risk of working from the wrong version.
Template Management
Store standard templates for job sheets, reports, certificates and contracts centrally. Teams use the right template every time, ensuring consistent, professional documentation across the business.
See WorXflo in action
One platform. One monthly fee. All features included — from £300/month for up to 25 users.