Engagement A
Resident
A full-time document controller based in the site office, for high-volume projects.
Best forConstruction phase, high-volume projects
Talk to us about termsFor construction and infrastructure projects
Document control.
The right version, to the right people, at the right time.
Creo Solutions runs document control for construction and infrastructure projects. We set up the system, keep the register, issue every transmittal and hand the owner a complete, verified record.
- Coded
One naming convention across every discipline
- Tracked
Every revision, transmittal and response logged
- Archived
A handover the owner can actually use
Document register · Illustrative projectIllustrative
CodeTitleRev.Status
ARC-DWG-A-201Level 2 plan · Block ACIssued for construction
MEC-SHD-M-044Shop drawing · AHU-31For comment
GEN-RFI-0187RFI · L3 slab penetrationn/aAwaiting response
ELE-SPC-260500Specs · Electrical, common reqs.BApproved
CIV-DWG-C-110Site grading and drainage2Approved
STR-DWG-S-110Foundations · Grid 4ASuperseded
Transmittal TR-0412 · 6 recipientsAcknowledged 4 / 6
Document control
- Registers
- Transmittals
- Revisions
- RFIs
- Handover
01 · The document lifecycle
One document, controlled from first issue to archive.
This is the job. At every stage we know which revision is current, who received it, who still owes a response, and we can prove it.
- 01 · P1
Created and coded
Numbered to the convention, logged in the register.
- 02 · A
Issued for review
Sent by transmittal to the distribution matrix.
- 03 · A
Commented
Reviews consolidated, response clock tracked.
- 04 · B
Approved
Status and approver recorded against the revision.
- 05 · C
Issued for construction
The only version on site. Receipt acknowledged.
- 06 · A, B
Superseded
Older revisions withdrawn from use, kept on record.
- 07 · AB
Archived at handover
As-built, indexed to the owner's requirements.
02 · Services
What we take off your team's plate.
Full service or à la carte, depending on your project's phase and size. Each service ends in a deliverable you keep. Your project managers stay on the project, and your contractual obligations stay covered.
- DC-01
System setup
Document management plan, naming and numbering conventions, folder structure, distribution matrices and approval workflows tailored to your contract.
DeliverableDocument management plan
- DC-02
Dedicated document controller
A dedicated resource embedded in your project team, on site or remote, for the full duration of the mandate.
DeliverableRegister kept current daily
- DC-03
Transmittals and correspondence
Issuing, receiving and tracking transmittals, acknowledgements and follow-ups, and keeping the project's official correspondence log.
DeliverableTransmittal and correspondence log
- DC-04
Revisions and approvals
Review cycles for drawings, specifications, shop drawings and submittals; version control and withdrawal of superseded documents.
DeliverableSubmittal and approval tracker
- DC-05
RFIs, notices and directives
Logs for requests for information, change notices and site directives, with tracking of contractual response times.
DeliverableRFI log with response clock
- DC-06
Handover and archiving
Closeout packages: as-built drawings, operation and maintenance manuals, warranties, and archiving to the owner's requirements.
DeliverableVerified closeout package
03 · Numbering and traceability
A number that tells you what it is.
A history that tells you what happened.
Our naming convention makes any document findable by anyone on the team. Every revision keeps its trail: when it was issued, by which transmittal, to whom, and why it was replaced.
ARCDisciplineArchitecture
DWGTypeDrawing
AZoneBlock A
201SequenceLevel 2, sheet 1
CRevisionCurrent IFC
The convention is written into the document management plan at setup, aligned with the owner's standard where one exists, and enforced on every document that enters the register.
Revision history · ARC-DWG-A-201Illustrative
Rev.Purpose of issueTransmittalReceived
P1Preliminary · coordinationTR-01185 / 5
AIssued for reviewTR-02036 / 6
BIssued for tender · addendum 2TR-02978 / 8
CIssued for construction · currentTR-04124 / 6
Follow-up2 recipients have not acknowledged TR-0412. Follow-up sent automatically after the contractual delay.
04 · Method
A four-step method.
Assessment
Review of contractual requirements, stakeholders and the tools already in place.
OutputDocument control audit
Configuration
Naming conventions, templates, workflows and access rights set up in the chosen platform.
OutputConventions and workflow matrix
Operation
Daily control, up-to-date registers and periodic status reports to project management.
OutputRegisters and status reports
Handover
Completeness check, final package to the owner and archiving.
OutputCloseout package and archive index
05 · Platforms
Tool-agnostic. Document control experts.
We work in whatever document environment your contract or project owner requires. No migration imposed. The discipline stays the same; only the software changes.
- Oracle Aconex
- Oracle Unifier
- SharePoint / Microsoft 365
- Autodesk Construction Cloud
- Bentley ProjectWise
06 · Sectors
Where document requirements are most demanding.
- 01
Commercial
Office, retail and mixed-use buildings, with tenant fit-out packages running alongside the base building.
Key recordSubmittal register - 02
Institutional
Hospitals, schools and municipal buildings, often occupied, where public owners require a full audit trail.
Key recordAudit trail - 03
Infrastructure
Multi-lot, multi-stakeholder programs where every revision counts.
Key recordMulti-lot registers - 04
Industrial
Process and plant projects where vendor documents and equipment data have to reach the operator complete.
Key recordVendor document register
07 · Engagement models
An engagement for every phase.
From one-off support to a dedicated resource, the engagement scales with document volume and project stage.
Engagement BMost requested
Hybrid / remote
A shared resource working in your platform, on site at key milestones.
Best forDesign to construction, mid-size projects
Talk to us about termsEngagement C
One-off
System setup, audit or recovery of an existing record, or final handover preparation.
Best forProject start, a record in trouble, closeout
Talk to us about terms08 · Contact
Is your document record under control?
Tell us the phase, platform and document volume, and we'll come back with an engagement proposal. Starting mid-project or recovering a messy record is fine.
Start a project- Phone
- +1 438 788 3639
- Office
- 4388 Rue Saint-Denis, Suite 200
Montréal, Québec