The starting point
Drawings were managed across folders, email and SharePoint. Engineers searched for the current revision, approvals happened in email threads and transmittals to clients were assembled by hand, with no single record of who had received what.
The connected workflow
A centralized drawing-management workflow covering naming, revisions, approvals, transmittals and client access. Each drawing carries its history, reviewers are notified automatically, and transmittals are generated from the system and acknowledged by clients through a secure portal.
Numbers follow the project’s scheme and are assigned by the system, so duplicates and manual errors stop.
Every revision is stored with its reason, author and approval, and the current version is always clear.
Reviewers receive what they need to approve, and overdue reviews are chased automatically.
Transmittals are built from selected drawings with cover documents and a complete record.
Clients and consultants see only their projects and acknowledge receipt in the portal.
WHY IT WORKED
The workflow mirrored how the engineering team already numbered, reviewed and issued drawings.
Approvals stayed with the same people; the system removed the coordination, not the judgement.
Existing storage and email continued to work alongside the new controls.
One controlled source of engineering documentation with reduced manual coordination. Teams find the current revision immediately, approvals and transmittals are recorded automatically, and clients receive documents through a consistent, traceable channel.
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