Cloud-based Document Management Software
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
A county in California is seeking a vendor to provide a cloud-based document management software solution designed to support Planning and Building operations. The software must offer secure, web-based access for both the public and contractors, allowing users to upload plans, view status updates, and download approved documents. The solution should be deployable either fully in the cloud or as a hybrid system and feature an intuitive web interface compatible with both desktop and mobile devices.
Integration with the county's Trakit online permit processing system is required to enable seamless data sharing and workflow automation. The document management system should support multiple file formats, including at minimum PDF, CAD files, images, and text documents. Key features must include customizable metadata and tagging for efficient document search and retrieval, a centralized repository for all planning and building-related documents, and tools for online plan checks such as annotation, version control, and real-time collaboration. The system should also enhance communication with the public and contractors via secure document access, notifications, and an accessible user interface.