Completix

Document Management

Every document, attached to the work it belongs to

Business cases, charters, status packs and approvals stop living in a folder tree that drifts away from the project. In Completix they sit inside the project they belong to, searchable and ready to preview, so the PMO stops hunting and starts governing.

The real problem

Storing a file was never the hard part

Most teams already have somewhere to put documents. The cost shows up later, when nobody can find the current version, the template in use is three revisions old, and the one person who knew the folder structure has left.

The shared drive way
  • Files sit in a folder tree disconnected from the project they describe
  • Search returns dozens of near identical copies with no clear current one
  • Templates get emailed around and quietly forked
  • You download a copy to read it, then it becomes another stale copy
  • Access leaves with the person who built the structure
The Completix way
  • Documents live inside the project they belong to
  • One portfolio search spans documents, minutes, risks and more
  • A single Templates folder everyone draws from
  • Preview any file in place, no download, no extra copy
  • Linked folders sync from the drive you already use
In context

Documents live where the work lives

Open a project and its documents are right there, the charter beside the schedule, the budget workbook beside the forecast, the status report beside the minutes that signed it off. Nothing is filed away in a separate system that someone has to remember to keep in step.

  • Documents sit inside the project, beside its schedule, budget and RAID
  • Organized in folders by the work, not by who happened to save it
  • Link a folder to surface the same files in more than one place
Template control

One Templates folder, not templates emailed around

A dedicated Templates folder holds the set the PMO maintains. The next person to start a status report or a business case opens the current file from one place, instead of digging through an inbox for whichever copy is latest.

Preview in place

Read any file without downloading a copy

Select a document and it opens in a preview pane, formatted and readable, without leaving Completix and without spawning another copy on someone's laptop. The same details you see in the list, owner, last modified and size, sit right beside it.

  • Preview common file types directly in the browser
  • No download, so no duplicate copy drifting out of date
  • Owner, last modified and size shown alongside
The repository

Everything the repository gives the PMO

The capabilities that keep portfolio documentation in context, current and findable, without forcing you to abandon the storage you already use.

In context documents

Files live inside the project they describe, never a separate drive.

Portfolio search

Search across documents, minutes, risks and more, filtered by project or assignee.

Linked folders

Surface the same files in more than one place without duplicating them.

Templates folder

One maintained folder everyone draws from, so nobody starts from a stale copy.

Instant preview

Open and read files in place, with no download and no extra copy to manage.

Bring your own drive

Keep files in OneDrive, Google Drive or SharePoint and sync them in.

See it live

See the repository on your own portfolio

Book a walkthrough and we will show you how Completix keeps every document in context, current and findable.

Book a walkthrough