Secure Content Collaboration for Wealth Management

Construction document management software should give field and office teams a single source of truth for drawings, RFIs, submittals, and project files with role-based access controls, offline mobile access, and native integration with tools like Procore and Autodesk Construction Cloud. Choate Construction uses Egnyte to manage 500 active projects simultaneously, cutting file search time by 50% while automating permissions across 200 field teams.

Egnyte gives field teams instant access to drawings, RFIs, and photos from any device, with offline mode ensuring work continues even when connectivity is weak or unavailable. Files sync automatically when the connection is restored, so the field always has the latest information without manual uploads or coordination delays between site and office.

Yes — Egnyte integrates natively with the construction tools teams already use: Procore syncs project files and folders automatically, Autodesk Construction Cloud connects drawings and BIM data directly into Egnyte folders, and Bluebeam Studio enables markup and collaboration without creating duplicate file copies. Robins & Morton eliminated dual-system navigation across 160 projects in 16 states using the Procore integration.

Egnyte lets construction firms manage access by role, company, or project phase — giving subcontractors and partners the files they need while keeping sensitive data controlled. KAST Construction provides subcontractors with pre-configured project folders and revokes access rights automatically at project end, eliminating the risk of lingering permissions on closed work.

Egnyte centralizes as-built drawings, O&M manuals, and punch lists in a governed repository throughout the project, so closeout documentation is organized continuously rather than assembled under deadline pressure. Automated folder structures and audit history mean owners receive a complete, traceable handover package reducing the administrative burden and the risk of missing deliverables at turnover.

Egnyte creates a single connected data environment spanning field teams, office operations, and external partners — replacing the fragmented mix of shared drives, email chains, and vendor-specific platforms that causes version confusion and delays. Köster GmbH centralized data across more than 20 branches into one secure system, automating project folder creation and permissions so every team works from the same source.

Egnyte Copilot and AI agents let construction teams find documents by asking natural-language questions, extract metadata automatically, and surface relevant project information directly from within the file structure. Rather than manually hunting through folder hierarchies, teams can locate project history, compliance records, and current drawings in seconds — directly from the platform they already use for file management.