Home / Features / Document drive

Document drive

Document Drive for Government Contract Purchasing Files
Evidence filed where somebody will look for it

Folder structures reflect whoever built them. A drive organised around the award, the modification and the phase puts each file exactly where the next person would expect to find it.

Structure from the recordVersion history retained
Why folders fail

The problem is not storage, it is structure

Every organisation has a shared drive where the arrangement made sense to whoever created it and to nobody since. That is not a discipline failure, it is what happens when structure is a convention rather than a consequence.

Structureby record, not folder
Versionsall retained
In app editingone file
Reviewrouted from here

Each award has its own drive, subdivided by modification and by compliance phase. Nobody agrees a naming scheme, because the structure is generated rather than chosen.

  • Award, then modification, then phase
  • Identical across every record
  • No conventions to document or enforce
  • New joiners navigate it immediately

Documents get revised and the question afterwards is which version was approved. Keeping every revision with its approval answers that without anybody guessing.

  • Earlier versions retained rather than overwritten
  • Current version clearly marked
  • Who uploaded each one, and when
  • The approved version identified specifically

Download, rename, re-upload is how duplicate versions appear. In app editing keeps the change on the same file with the revision recorded.

  • Edited in place rather than downloaded
  • No files named final version two
  • Change recorded on the activity timeline
  • One file, a history behind it

Sending a file as an attachment for comment is how organisations end up with five versions and no record of which was agreed.

  • Routed to a named reviewer from the drive
  • Comments held against the document
  • Approval recorded on the version reviewed
  • No email thread to reconstruct afterwards
Traditional approach against this one

Shared drive against document drive

The comparison worth making is not about storage capacity. It is about what happens when somebody needs a specific file two years later.

Book a demo
ProcureAudit Depends on knowing the convention
The challenge

Depends on knowing the convention

The person searching has to understand how the person filing thought about it, which is why the answer is usually to ask a colleague rather than to search.

MethodAsk somebody
SuccessVariable
TimeUnpredictable
ProcureAudit Filter by award and phase
With ProcureAudit

Filter by award and phase

The structure is the same everywhere, so finding evidence for Phase 2 of a modification is a filter rather than an act of interpretation.

MethodFilter
SuccessReliable
TimeSeconds
ProcureAudit Several files, similar names
The challenge

Several files, similar names

Final, final revised, and final approved all exist, and the one that was actually agreed is whichever somebody remembers.

VersionsSeveral files
Approved oneUnclear
HistoryGuesswork
ProcureAudit One file, a version history
With ProcureAudit

One file, a version history

Every revision sits behind the current version, and the approval points at the specific revision that was reviewed.

VersionsOne file
Approved oneMarked
HistoryComplete
ProcureAudit In an email somewhere
The challenge

In an email somewhere

The decision lives in a thread, separated from the document, and answering what was approved means finding both and matching them up.

LocationAn inbox
Linked to versionNo
Survives staff changeRarely
ProcureAudit On the version itself
With ProcureAudit

On the version itself

The approval is recorded against the revision reviewed, with the person and the timestamp, on the document rather than beside it.

LocationThe record
Linked to versionYes
Survives staff changeYes
ProcureAudit A reconstruction exercise
The challenge

A reconstruction exercise

Files have been moved, folders reorganised, and the people involved have changed roles, so producing the evidence becomes a project.

EffortDays
ConfidenceModerate
GapsFound now
ProcureAudit The same as it was
With ProcureAudit

The same as it was

Structure is generated from records that have not moved, so retrieval works identically regardless of how much time has passed.

EffortMinutes
ConfidenceHigh
GapsFound long ago
What it changes

Three outcomes for the people using it

Document drive • Walkthrough

Three outcomes for the people using it

The structure is a consequence of the record rather than an agreement people have to remember, so it does not drift as the team changes.

  • Nobody maintains a filing convention
  • What was approved is unambiguous
  • Retrieval works years later
ProcureAudit Nobody maintains a filing convention
Benefit 01

Nobody maintains a filing convention

The structure is a consequence of the record rather than an agreement people have to remember, so it does not drift as the team changes.

Procurement outcomeFiling stops being a discipline problem and becomes a property of the system.
ProcureAudit What was approved is unambiguous
Benefit 02

What was approved is unambiguous

Approval attached to a specific revision answers the question that actually gets asked, which is what the document looked like when somebody signed it off.

Procurement outcomeVersion disputes stop happening, because the record already settles them.
ProcureAudit Retrieval works years later
Benefit 03

Retrieval works years later

Because nothing was ever moved or reorganised, finding evidence for an old award works exactly as it did when the award was live.

Procurement outcomeOld purchasing files remain as retrievable as recent ones.
What the drive gives you

Six things a shared folder cannot

Document drive • Walkthrough

Six things a shared folder cannot do for you.

The drive is not about capacity. It is about opening the right file for the right phase without hunting across drives, emails and personal folders.

  • Files tied to award, modification and phase
  • In-app editing without losing the thread
  • Every change visible on the same record
ProcureAudit Structure from the record
01

Structure from the record

Organised by award, modification and phase automatically.

ProcureAudit Version history
02

Version history

Every revision kept, with the current one clearly marked.

ProcureAudit In app editing
03

In app editing

Changes made without downloading, renaming and re-uploading.

ProcureAudit Review routing
04

Review routing

Sent to a named person rather than emailed as an attachment.

ProcureAudit Approval on the version
05

Approval on the version

Recorded against the specific revision that was reviewed.

ProcureAudit Activity trail
06

Activity trail

Every upload, edit and approval logged with who and when.

FAQ

Questions about the document drive

How is the drive organised?
By the record rather than by folders. Each award has its own drive, subdivided by modification and by compliance phase, so the structure is identical everywhere without anybody agreeing conventions.
What happens to old versions?
They are retained. The current version is marked clearly and previous ones stay available, which matters when the question is what a document looked like at the time of approval.
Can documents be edited without downloading?
Yes, in app, with the change recorded. That avoids the download, rename and re-upload cycle, which is how duplicate versions appear in shared drives.
How does review work from the drive?
A file is routed to a named reviewer with comments held against the document itself, and the approval is recorded against the specific version reviewed rather than the file in general.
What file types are supported?
The common document and office formats used in purchasing files, including PDF, Word and Excel. Files uploaded for extraction also accept CSV and TXT.
Can we bring in documents from an existing shared drive?
Yes. Files can be uploaded against the award, modification and phase they belong to, and extraction can read them into records rather than requiring the details to be keyed in.
Who can see a document?
Whoever has access to the award it belongs to, according to their role. Filing a document does not widen who can see it.
Related

Other parts of the same workspace

ProcureAudit Document approval
FEATURE

Document approval

Review routing and how decisions attach to a version.

Learn more
ProcureAudit Modification tracking
FEATURE

Modification tracking

Why documents attach to a modification rather than the parent.

Learn more
ProcureAudit AI entity extraction
FEATURE

AI entity extraction

Turning an uploaded document into a draft award record.

Learn more

Bring a purchasing file you dread

Ideally one currently spread across a shared drive. We will show what the same evidence looks like structured by the record.

Book a demo