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Online file management software

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Document management and shared file management

File management software (a file management system) manages files centrally online: uploading, organising, sharing, versioning and mirroring them as a drive via WebDAV.

With projectfacts, you will never again have to search through server structures or e-mail inboxes for the important file that your customer has sent you. In projectfacts, you can always find all files exactly where you need them: In the central file management system, at the project and at the customer. This is one of the many advantages of a networked system. Digitize your company with projectfacts.

Digital collaboration

You can make existing documents in projectfacts available to exactly those team members who should have access to them. This is ensured by the rights system. You can edit and comment on files together and send them internally and externally via projectfacts.

You can manage documents together with customers and partners via the customer portal. If your customer has access to a folder via external access, they can upload files there. An alert function notifies the team when new files have been added to the folder. This is how collaboration works smartly, digitally and securely.

Files - Overview

Files contain important information for fulfilling customer orders or completing internal tasks. In this video you get a quick overview of how you manage files in teamsp...

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Added value for your company

File management: project documents and receipts

Whether it's your customers' documents, invoices, contracts or other expense receipts. projectfacts always has the right place for your digital documents. Using a simple drag & drop function, you can upload files and assign them to customers, projects or invoices. Versioning ensures that you always keep the original documents, even if you change the file. This means you always have an overview.

Digital filing secures knowledge

The central file storage in projectfacts allows you to secure your company's collective knowledge in one software package. A tree structure and different directories help you to keep an overview at all times. The comprehensive search function ensures that you always find what you are looking for. The folder structure from projectfacts can also be integrated as a drive via WebDAV so that you can access the files via Windows Explorer or the Finder, for example.

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Data processing may take place with your consent or on the basis of a legitimate interest, which you can object to in the privacy settings. You have the right not to consent and to change or revoke your consent at a later date. Further information on the use of your data can be found in our privacy policy.

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Document capture with the pfScan app in projectfacts

Digitize documents via web app

The pfScan web app ensures that you can record all documents and receipts on your smartphone and upload them to projectfacts.

Whether it's a construction plan, a project planning sheet or an invoice, with projectfacts you can digitize documents in no time at all. Thanks to the cloud connection, this works practically everywhere:

  • in the office,
  • in the home office,
  • in a cab,
  • in the hotel.
More about digital document capture

With projectfacts, you have access to your files and documents anytime and anywhere. All you need is an Internet connection.

Documents that you already have digitally, e.g. as a PDF, can be imported into the system just as easily. Simply upload the file directly into projectfacts file management using drag & drop. Done.

File management checklist

Manage your data online – quickly & easily with projectfacts

With the online file management tool from projectfacts, you can organize all your company's files clearly. And in compliance with data protection regulations. See for yourself and test projectfacts!

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Still have questions? We have the right answer!

Give us a call, send us an e-mail or take a look at our FAQ section! We will be happy to answer your questions!

Frequently asked questions

What is file management software?
File management software manages all your company's documents centrally. With projectfacts, you can always find files exactly where you need them: in the central file management system, at the project and at the customer.
What are the advantages of online file management?
With online file management, you have access to your files and documents anytime and anywhere. All you need is an Internet connection. All files are stored centrally in the file management system, at the project and at the customer.
How do I manage files centrally in the team?
Using the rights system, you make files available to exactly those team members who should have access. This is how you manage files centrally in the team, edit them together and mirror the file directory as a drive via WebDAV.
Can I edit files together with the team?
Yes. Using the rights system, you can make documents available to exactly those team members who should have access. Files can be edited together, commented on and sent internally as well as externally.
How does collaboration with customers work via the customer portal?
Via the customer portal, you can manage documents together with customers and partners. If a customer has access to a folder, they can upload files there and the team is notified via an alert function.
What is the WebDAV function in file management?
With WebDAV, you can integrate the folder structure from projectfacts as a drive and access your files via Windows Explorer or Finder. This allows you to work just like with conventional computer directories.
How does document versioning work?
Versioning ensures that you always keep the original documents, even if you change a file. This keeps you always informed about changes.
Can I capture documents on the go via an app?
Yes. With the pfScan web app, you can capture documents and receipts on your smartphone and upload them to projectfacts. Thanks to the cloud connection, this works practically everywhere. More on this under digital document capture.
How do I upload documents that are already digital?
Documents that you already have digitally, for example as a PDF, can simply be uploaded directly into projectfacts file management using drag & drop.