Project Record

Documents

Store project files in versioned folders, route documents for review, and send them out for electronic signature — all in one project record.

Updated June 1, 2026Who this is for:
Project Manager
Project Engineer
Project Admin
Open in Syntecton

Documents is the project’s controlled file store. Files live in folders, every upload keeps a version history, and documents can be routed for review or sent for electronic signature without leaving Syntecton.

Work with documents

1

Open Documents

Go to Project Record → Documents and browse the folder tree.
2

Upload and organize

Add files into folders. Upload a new version over an existing file to keep its history.
3

Route for review

Send a document to reviewers and track their responses and comments.
4

Send for signature

Place signature fields, add signers, and send. Signers receive a secure link; every signature event is recorded.

Troubleshooting

A signer didn’t receive the request

Check the signer’s email on the request and resend; review reminder settings if needed.

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