Document management that lives inside your job system instead of beside it. Folders per job, version history on every re-upload, markup for plans and photos, and mirroring to SharePoint if that is where your business already lives. Nothing gets lost, and nothing gets overwritten.
The problem
Somewhere is a shared drive with four folder conventions, an email attachment from March, and a desktop called FINAL_v2_ACTUAL. Meanwhile a client is on the phone asking for a certificate from two years ago.
We build document handling into the job itself. Every file lands on the job it belongs to, in folders that follow your structure, with the version history kept every time someone re-uploads. A recycle bin catches accidents. Search finds things by job, client, type or name.
Where a business already lives in SharePoint or OneDrive, the system mirrors its filing there automatically, in the folder structure your team already knows, so the old world and the new one stop drifting apart.
This is a module of our custom ERP platform, not a standalone product. Start with just this module and it already sits on the full platform, accounts, security, admin and API included, so the rest of the system can arrive stage by stage, whenever you are ready.
What you get
Files attach to jobs and clients, not to a shared drive. The certificate from two years ago is three clicks from the client's record.
Re-uploading a file keeps the old one underneath. The clean original survives every markup, and FINAL_v2 dies out on its own.
PDFs, photos and plans open without downloading. Arrows, circles and notes go on as an overlay, and the untouched original stays underneath.
Every job's files mirror to your SharePoint or OneDrive tree automatically, in the structure your team already uses.
Standard PDFs, government forms, order forms, compliance paperwork, fill from job data and attach ready to send, instead of being typed again.
Deleted files sit recoverable before anything is final. The worst Friday-afternoon click becomes a Monday-morning restore.
Proof
This Adelaide practice sells arboricultural reports, and the reports were slow to make. Osher Digital built a portal that runs the job from enquiry to paid PDF, a report engine that composes six report types from one shared content library, and an offline-first Android app that captures the tree data on site.
See it
Screens from document handling built into the work rather than parked in a shared drive.
AI native
Every module ships on a platform with a built-in MCP server, which means AI assistants like Claude and ChatGPT can securely read and operate your system with the same permissions as a staff member. Ask where a job is up to, get a client summary before a call, or have tomorrow's follow-ups drafted, from the chat window you already use.
FAQs
Pairs well with
This page is one module of a larger system. Everything below runs on the same platform and the same records, so the modules combine without integration projects, and you can add them in any order.
Files land on the job, and filing can tick workflow steps.
Learn moreSigned agreements file themselves with their audit certificate.
Learn moreClients download their documents without emailing you.
Learn more
Field photos arrive filed against the job, GPS-tagged.
Learn more
Filed data becomes finished, branded reports.
Learn moreSee the whole platform your document system would be part of.
Learn moreBook a free 15-minute call. Tell us where files hide today, and we'll tell you what a build costs.
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