Feature

Project Document References

Contextual Document Visibility for Construction Sales

Project Document References is a Baucore function that links external documents to project context without storing or duplicating files.

Project Document References

The Problem

Sales teams work with many documents, and the files sit scattered across email, drives, and external systems. Documents lose context and are hard to find when needed.

Documents detached from projects
Multiple versions of the same file
Manual searching across systems
Duplicate storage
Teams waste time searching for files and work without project context.

THE SOLUTION

Project Document References connects documents to projects by reference, keeping context without duplicating files.

Showcase

External document linking

References files stored in other systems.

Project context association

Links documents directly to projects.

No file duplication

Prevents document version chaos

HOW IT WORKS

1

A document exists in an external system

2

The document is referenced in Baucore

3

It is linked to the relevant project

4

Context is preserved without copying files

The Benefits

Centralized document visibility
Reduced duplication
Clear project context
Faster access to information

Faster access to information

Who This Is For

Building product manufacturers
Lighting, HVAC, electrical, and architectural product rep agencies

Frequently Asked Questions