The document control workflow, step by step

A document control workflow is the path every document follows from arrival to sign-off: uploaded to its slot, into the review queue, approved or sent back for revision — and its package moves closer to ready.

PaperTight runs the whole flow in one place, so nothing is marked done until the right person approves it. Every screen below is the real app.

Featured use cases

Some of the flows teams reach for first — click into any one to see it in the live demo.

See every package at a glance

Every package across projects and companies in one list — each with a readiness bar and a Paid or Unpaid status.

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The PaperTight All Packages view listing monthly billing and gate-pass packages across companies, each with a readiness bar and a Paid or Unpaid status.

Track a package to ready

Open a package and watch it move to done — a readiness bar, an N / M approved counter, and every cycle stage from Timesheet to SOA.

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A PaperTight package detail showing readiness percentage, an N / M approved counter, and the Timesheet, Salary Sheet, Invoice, and SOA cycle stages.

Clear the review queue

Work the Awaiting Review queue and approve, reject, or request a revision with a comment — or clear a whole batch with bulk actions.

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The PaperTight Awaiting Review queue where a reviewer can approve, reject, or request a revision on each submitted document.

Auto-generate next month's packages

Set Auto-Gen rules by project, company, and checklist, and PaperTight opens next month's packages for you on the 1st.

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PaperTight Auto-Gen rules that create billing packages automatically on the first of each month per project, company, and checklist.

Start the day from the dashboard

Begin at the dashboard: Packages Due This Week, Overdue Documents, Awaiting Review, and My Open Tasks, all in one view.

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DashboardGulfCrew workspace
Packages Due This Week
6
Overdue Documents
3
Awaiting Review
8
My Open Tasks
4

Recent Activity · Amina R. approved the Timesheet — Meridian Staffing

Keep permanent files in the Company Vault

Store permanent company files — agreements, POs, and gate pass forms — in the Company Vault, kept apart from period packages.

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Company Vault · GulfCrewPermanent files
Master agreement.pdfAgreements
PO-2026-014.pdfPurchase orders
Gate pass form.docxGate passes
Access card form.pdfGate passes

Kept apart from monthly packages

Give clients their own portal

Give every client a scoped login that shows only their own company's documents. Portal users are always free.

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GulfCrew PortalYour documents
Timesheet · JulApproved
Salary Sheet · JulSubmitted
Invoice · JulMissing

Scoped to GulfCrew only · portal users free

Trace every version and action

Every upload is kept as a version, and the Activity Log records who did what, and when — a full audit trail.

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Version history
v3Invoice — GulfCrew · Julcurrent
v2Invoice — GulfCrew · Jul2 days ago
v1Invoice — GulfCrew · Jul5 days ago
Activity Log
Amina R. approved the Timesheet
Daniel O. uploaded Invoice v3
Priya N. requested a revision on the SOA
“Every subcontractor's paperwork finally lands in one place — and we approve the whole monthly pack in a single pass instead of digging through email.”
Yusuf Karim · Operations Director, Atlas Crewing

Trusted by teams that run on documents

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4

stages in one Monthly Billing Pack — Timesheet → Salary Sheet → Invoice → SOA.

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portal seats counted — client-portal users are always free.

3

days free trial on every paid plan, no card required.

GulfCrewMeridian StaffingCrewLineWorkBridgeTalent AnchorVantage ManpowerAtlas CrewingPrimeForce

Document control workflow FAQ

What is a document control workflow?+

A document control workflow is the sequence a document moves through from upload to approval: it is submitted to its document slot, reviewed, then approved or rejected, and only an approved document marks its slot done. PaperTight tracks each document’s status — missing, submitted, approved, rejected, or overdue — the whole way through.

What happens when a document is rejected?+

When a reviewer rejects a document or requests a revision, they can leave a comment explaining what needs to change, and the slot returns to the person responsible for a fresh upload. The rejected item surfaces in its own queue so it is not lost, and every new upload is kept as a separate version.

How does bulk approval work?+

Instead of opening documents one at a time, you can select a batch in the Awaiting Review queue and approve or reject them in a single pass with bulk actions — useful when a whole monthly package arrives at once.

How do recurring document packages get created?+

Auto-Gen rules — set by project, company, and checklist — open the right packages automatically on the 1st of each month, and you can also trigger one immediately with Run now.

Want to see the workflow mapped to a specific team? Explore solutions for document-heavy teams, or dig into the full product.

Ready to see it on your own documents?