Centralised Document Management Software

Centralised storage for project files

Save hours of time by securely storing all your project files in one location

Automate email and document storage processes within WorkflowMax

Create a unique account email for sending important attachments and emails directly to a job

Efficient and cost-effective storage options

You'll have free storage of up to 25GB on WorkflowMax servers

Integrate with leading cloud document management systems like Dropbox, Google Drive and BOX (SuiteFiles is coming soon)

Accessibility and convenience

Ideal for remote work and team collaboration because you can access all job-specific emails and documents securely from a single location - anytime, anywhere

Store everything against the correct client and job with just a few clicks and never misplace a document or email again

Upload photos from your phone directly to the appropriate WorkflowMax folder and associate them with clients or jobs

Improved workflow efficiency

Enhance workflow efficiency for your team and clients by accessing changes quickly

Collaborate seamlessly and work from anywhere in the world, increasing productivity and flexibility

Cut down on cloud storage costs while enjoying the benefits of an enterprise-grade system

Not having to jump between two different platforms to find critical job information makes everything super efficient - it’s all there in one place. BOX or Google Drive and WorkflowMax work so perfectly for our clients.

Dan Roggenkam Co-Founder and Director, Set up My Business

No, you can only enable one system at a time. Once your chosen integration is live, your documents will be stored in that particular DMS rather than in WorkflowMax. The Documents tab gives you a window into the selected platform so that you can view and manage documents in that platform directly from WorkflowMax.

Yes! It’s pretty easy to switch systems, but you’ll need to turn off your current DMS first. Then decide on the new DMS and go into your settings and add it.

No, it’s a one way integration. When you connect a DMS to your WorkflowMax account, it will automatically move your files from WorkflowMax to the DMS, and not the other way round. The only way to stop this happening would be to disconnect the DMS, and if in future you want to get the documents back into WorkflowMax, you'll need to download them from the DMS then manually upload them to the WorkflowMax Documents tab.