Documents

Every drawing, manual, and cert in one place

Central document management with version control, entity linking, full-text search, and expiration tracking. Attach documents to equipment, work orders, POs, LOTO procedures — wherever they belong.

100 MB per file
File size limit
All common types
Supported formats
Full history preserved
Versioning

How it works

Maintenance lives on documents: equipment manuals, engineering drawings, standard operating procedures, compliance certificates, inspection reports, vendor data sheets. PulsePlant gives them a single home with real version control and direct linkage to the operational records they support.

Any document type uploads — PDF, Word, Excel, images, CAD drawings, presentations, videos, archives. Full-text indexing extracts searchable content from text-based files automatically so you can find a procedure by searching its body, not just its filename. Tags, categories, and metadata organize the library for browsing.

Entity linking is the real superpower. A pump manual attaches to the equipment record, every work order on that pump, every PM template, and the LOTO procedure — from a single upload. Change the document, everywhere it's linked updates. The entity documents widget appears on every detail page so the right files are always one click away.

Version control tracks every revision with notes, major/minor increment, and a complete history. Compare two versions side-by-side to see exactly what changed. Revert to a previous version if something goes wrong. Sharing grants specific users or roles View or Edit access beyond their baseline permissions.

Expiration tracking handles certificates, contracts, and compliance documents with time-bound validity. Configurable reminder lead times send notifications to the owner and linked entity owners before a document lapses. Expired documents get flagged in red everywhere they appear until renewed.

What you get

Every common file type

PDF, Word, Excel, images, CAD, presentations, video, archives — all supported up to 100 MB each.

Full-text search

Content of PDFs, Word, and Excel automatically indexed. Search by body text, tag, or metadata.

Multi-entity linking

One upload links to equipment, work orders, PMs, POs, LOTO — changes propagate everywhere.

Version control

Major/minor increments with notes, side-by-side comparison, and rollback to any previous version.

Permission sharing

Grant specific users or roles View or Edit access beyond baseline permissions, with revocation.

Expiration tracking

Certificates, contracts, and compliance docs with configurable reminder lead times.

In-browser viewer

Preview PDFs, images, Word docs, and text files directly in the browser — zoom, rotate, print.

Entity documents widget

Every equipment, work order, and PM detail page shows its linked documents inline.

Common ways it's used

Putting every equipment manual at technician fingertips in the field
Tracking insurance certificate renewals across hundreds of contractors
Finding the right SOP during an unplanned outage by searching its content
Keeping regulatory compliance documents current without spreadsheet chasing
Sharing a specific drawing with a supplier for a quote
Full-text
Search across every document
Auto-indexed
On upload, no setup
Linked
Directly to the records that need it

Works alongside

All modules

See Documents on your data

A 30-minute walkthrough, configured with your equipment, your locations, and your workflow.