In nearly every business, documents pile up — fast. Contracts, invoices, internal policies, briefs, scans, templates, spreadsheets. Before you know it, you’re chasing down files across email threads, cloud drives, USBs, and shared folders, unsure which version is final or who last edited it.
Sound familiar?
Scattered storage, duplicate documents, lost versions, and unclear access rights aren’t just annoying — they’re risky. Wasted time, missed deadlines, compliance issues, and security concerns can all trace back to poor document management.
What Makes Planfix Different for Document Management?
Most tools treat document storage as a standalone function — a digital filing cabinet. You upload files, sort them into folders, and hope everyone sticks to the structure. But what happens when those files are actually part of a bigger process — like onboarding, deal approvals, project delivery, or compliance?
- Files That Live Where the Work Happens
In Planfix, documents aren’t floating in a separate drive. They’re embedded directly into your workflows. You can attach files to tasks, link them to clients, pin them inside projects, or connect them to deals. Everything stays contextual — no more digging through folders to find that one file someone mentioned in a comment two weeks ago.
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Access Control That Fits Your Team Structure
Not every file should be visible to everyone. Planfix lets you set fine-grained permissions for individual files or folders. You can control who can view, edit, comment, or download — by role, team, or even external contact.
For example:
Sales teams see only their deals.
HR has private access to contracts and forms.
External clients can be granted limited, read-only access to specific docs.
This level of control means you stay secure, compliant, and in control — without micromanaging.
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Version Control and File History Built In
Ever lost time wondering which document version is the latest? Planfix solves that with automatic version tracking. Upload a new version of a file — Planfix keeps both, clearly marked. You can roll back, compare, or just be confident that everyone is working from the same page.
It’s a simple but powerful way to avoid confusion, mistakes, and miscommunication.
Planfix isn’t just a task tracker or CRM — it’s a central workspace where files live in context. Need to find the signed contract linked to a specific deal? It’s in the task. Want to control who can access a report? It’s in the permissions. Need to trigger a review every time a new document is uploaded? That’s built in too.
With Planfix, your documents aren’t just stored — they’re connected to your processes, secured with custom access settings, and easy to manage at scale. Whether you’re a small team or an enterprise, smarter file management starts here.