Archo · Common Data Environment (CDE)

One Project Recordfor Owners, Consultants and Contractors

A project collaboration platform where every party exchanges correspondence, submittals, RFIs and design approvals on one controlled record, inside your own Microsoft 365.

Each party works in its own private space, nothing can be edited or deleted once it's sent, and you can bring in as many users and external parties as the project needs.

Built for Owners · Consultants · Contractors · Suppliers

Unlimited UsersLocked Once SentPrivate Space per PartyNo Extra LicensesYour Data Stays in Your TenantWorks in Microsoft Teams

Archo by Digitize Flow

One Platform. Four Modules. Take What You Need.

Owner

Private space

Consultant

Private space

Contractor

Private space

Supplier

Private space

Project Record · Tower B

One shared record

NC/OWN/LTR/007

Approval of revised site layout

Owner Delta Consultants

Acknowledged

SD/ABC/021

Shop drawing · Level 3 slab

ABC Contracting Delta Consultants

Code B

MS/GSS/012

Rebar material submittal

Gulf Steel Supply ABC Contracting

In review

The Challenge

Every Project Has Many Parties, and Each Keeps Its Own Record

Owners, consultants, contractors and suppliers exchange thousands of letters, drawings and approvals. When each party works from its own inbox and folders, nobody shares the same version of the truth, until a deadline is missed or a claim needs evidence.

Letters lost in inboxes

Letters between owner, consultant and contractors spread across email and WhatsApp, with no official record.

Every party keeps its own version

Each company keeps its own copies and registers, and nobody agrees which revision is current.

Submittals lost in spreadsheets

Nobody can say which shop drawing is with whom, or how long it has been waiting.

Missed response deadlines

Contractual response windows pass unnoticed until they turn into claims.

Weak evidence in disputes

Proving who sent what, and when, takes days, and records can be changed after the fact.

The real cost isn't paperwork.

It's delay, rework and contractual exposure on every project.

Who Uses Archo

One Common Data Environment, Every Party on Board

A common data environment (CDE) is the single, shared source of information for a project. Archo gives every party one place to correspond, submit, review and approve, whoever runs the project.

Project Owners

Require every consultant and contractor to work through one platform, and own the complete project record from day one.

  • Every party on one record
  • Visibility across all your projects
  • The record stays in your Microsoft 365

Consultants & Project Managers

Manage the project on the owner's behalf, and require every contractor and subcontractor to correspond and submit through it.

  • Run submittal and design reviews
  • Enforce response deadlines
  • A formal channel with every contractor

Contractors

Start with Document Control so nothing gets lost, and run your review and approval workflows through Submissions.

  • Your own documents, organized and numbered
  • Workflows with subcontractors and suppliers
  • Add more modules as you grow

Whoever hosts Archo brings everyone else in. Any other party joins as a secure Microsoft 365 guest, with no license needed, and works only in its own private space.

Meet Archo

One Platform. Four Modules. Take What You Need.

Start with the module you need most and add the rest as you grow. Combined, they work as one system.

Four Modules, One Project Record

01 Module 01 of 4Document Control

Every Document Filed Where It Belongs

  • A configurable hierarchy: Area, project, category, company, contract and document type. You receive it empty and build your own.
  • Your own document types: Incoming and outgoing letters, memos, transmittals and technical types, each with its own form and numbering rule.
  • A live register: Filter, sort, choose columns and export the full register to Excel in one click.
  • Linked correspondence and status: Link replies to the letters they answer and track each item: draft, open, replied, closed.
  • Configured, not coded: Administrators build the hierarchy, forms and numbering themselves, with no development.

From Upload to Official Record in Four Steps

  1. 1

    Add the contract

    Pick the category and company, then type the contract number. Done once.

  2. 2

    Add the document

    Choose the type and its form opens. Fill it in and upload the file.

  3. 3

    Automatic filing

    Archo creates the folder, files the document and issues its number.

  4. 4

    Automatic distribution

    Internal and external parties are notified the moment it's saved.

Automatic Reference Numbering

Unique and sequential, with no duplicates and no gaps. The pattern follows your own documentation standard, set by your administrators.

The Right People Know, the Moment It's Filed

People fields on the form name your internal recipients, and email fields name external parties. Administrators design reusable email templates once and tie each one to an action: add, edit, upload or delete.

  • Internal recipients receive an email with a secure link to the item inside Archo.
  • External parties receive the document itself, attached as a PDF. No system access needed.
  • Large files, no waiting: heavy drawings and AutoCAD files sync through OneDrive and drop into place automatically.
02 Module 02 of 4Communication Channel

A Formal Channel With Every Party, Instead of Email

Owners, consultants, contractors, suppliers and authorities exchange every letter and message on one record, tied to the project.

What external parties can do

  • Send messages or official letters, with attachments and priority
  • Reply, Reply All and Forward, with the full thread kept
  • Request and give acknowledgement of receipt
  • Work from Inbox, Sent, Drafts and Pending Acknowledgement

How access is controlled

  • Invited as secure Microsoft 365 guests, with no license needed
  • Access scoped by project and contract
  • Each party works in its own private space
  • Messages go only to people on the project

Every Exchange Is on Record

Sent means final

Nothing can be edited, recalled or deleted once sent. A correction goes out as a new message.

Read and acknowledged

Senders see who has read their message, and who has formally acknowledged it.

Internal notes

Your team discusses any item privately. External parties never see it.

Straight into Document Control

Official letters join a registration queue and get their reference number when filed.

Official PDF copy

Generate an official copy carrying a verification QR code.

Complete audit trail

Sends, opens, downloads, filings and denied access attempts are all recorded.

03 Module 03 of 4Submissions

Every Submittal Reviewed Through Your Own Process

Material Submittal

Materials approved before procurement

Shop Drawing

Drawings reviewed before fabrication

RFI

Technical questions answered on record

Method Statement

Work methods approved before work starts

Inspection Request

Site inspections requested and recorded

NCR

Non-conformances raised and closed out

A Clear Review Cycle With a Code on Every Decision

Submit, review through your stages, return a code, then close or resubmit. Review codes are configurable to your company's standard.

  • AApprovedProceed as submitted
  • BApproved as NotedProceed, applying the comments
  • CRevise & ResubmitBack to the contractor for a new revision
  • DRejectedNot accepted; a new submission is required

Built around your process

  • You decide who submits, who reviews, and in what order
  • Review stages, conditions and routing set without code
  • A tailored form for every submittal type
  • Owner, consultant, contractors and suppliers, each with the right role

SLAs and reminders

Review deadlines with automatic reminders.

Approve from email

Reviewers act directly from Outlook.

Full timeline

Every action on a submittal, in order.

PDF and Excel export

Print a submittal or export any list.

04 Module 04 of 4Design Approval

Design Packages Planned, Reviewed and Tracked

Structure every design as phase, brief, work package and stage, with a planned date at every level.

Planner

Builds the project structure, picks stages from a master list, sets planned dates and assigns the reviewing departments.

Design Team

Uploads briefs and design packages, answers reviewers' comments and submits new versions.

Reviewing Departments

Review in parallel, each with its own checklist and review duration, with a backup reviewer.

FYI departments stay informed on every stage without holding up the review.

Parallel Reviews, Automatic Versions, No Bottlenecks

  1. 1UploadThe Design Team uploads the package: single files or whole folders.
  2. 2Parallel reviewEvery assigned department reviews at the same time.
  3. 3DecisionApproved, Approved with Comments, or Reassign to the Design Team.
  4. 4New versionA new upload reissues tasks to every department automatically.
  5. 5Stage closedWhen all departments approve, the stage closes with its actual date.

No review bottlenecks

When a department's review period expires, the Design Team can approve on its behalf. The decision is recorded and visible to everyone. Departments see each other's comments on the same stage, and automatic reminders go out before each review deadline.

Planned vs Actual: Know Where Every Delay Comes From

  • Completion, delayed items, average delay, overdue and on-time reviews
  • Charts for status, delay by department and compliance
  • Filter by phase, package, stage, department and date
  • All-projects view plus a dashboard per project
  • Every planned-date change logged
  • Excel export and print to PDF

Visibility & Reporting

See the Whole Picture, Then Drill Down

Document Control

  • Live register by project, company and type
  • Filters and configurable columns
  • Export any view to Excel

Communication Channel

  • Sent, received and unread
  • Pending acknowledgement
  • By project and company

Submissions

  • Submittals by status and stage
  • Overdue reviews and SLAs
  • Reports exported to Excel

Design Approval

  • Planned vs actual on every item
  • Delays by department
  • Workload and compliance KPIs

Search inside documents with Microsoft Search, with results always trimmed to each user's access, plus saved views and one-click Excel export.

Coming soon

An AI Assistant for Your Project Record

Soon, your team will simply ask. The Archo AI Assistant will answer questions about your documents and project data, and take action on the user's behalf, all grounded in your own content.

An optional add-on, available inside Archo and in Microsoft Teams.

Ask your documents

Ask about the content of any letter or attachment, and get a short summary of long documents.

Query your project data

"Which Tower B submittals are overdue?" Get answers from your registers in plain language.

Take action

Ask the assistant to do the work, such as sending a reminder to reviewers, and it carries it out for you.

Digitize scanned letters

Convert scanned incoming letters and non-searchable PDFs into searchable text.

Classify and extract

Categorize correspondence by its content and fill in metadata fields automatically.

Search by meaning

Find documents by what they are about, not only by the exact words they contain.

  • Respects user permissionsUsers only ever get answers from documents they are already allowed to open.
  • Where your team worksAvailable inside Archo and in Microsoft Teams.
  • Optional add-onAdd it whenever you're ready. It runs on Microsoft Copilot Studio, which requires additional licensing.

Want early access?

The AI Assistant is in the final stages of development. Tell us about your projects and we'll keep you posted.

Register Your Interest

Security & Governance

Governed, Secure and Fully Auditable

Project-level roles

A user can be a Viewer on one project and a Document Controller on another.

Permission checker

Verify anyone's effective access and export the full permission matrix.

Complete audit log

User, action, time and IP for every significant action, exportable for audits.

Versions and revisions

A new revision is issued as a new version, and every earlier version stays on record.

Locked once sent

Correspondence and documents can't be edited or deleted after they are sent, by anyone.

A private space for every party

Each company sees only its own items, never other parties' correspondence, internal notes or admin screens.

Technology

Built Entirely on Microsoft 365

  • Runs inside your own Microsoft 365 environment
  • Your data never leaves your environment
  • No new servers or infrastructure to buy
  • Users sign in with their existing Microsoft account
  • External parties join as secure, controlled guests
Explore our SharePoint expertise
  • SharePoint Online

    Storage, metadata, versions and permissions

  • Microsoft Entra ID

    Single sign-on and secure guest access for external parties

  • Outlook & Exchange

    Notifications and approvals straight from email

  • OneDrive

    Reliable upload of large drawings and files

  • Microsoft Search

    Full-text search across documents and metadata

  • Microsoft Teams

    The whole of Archo, inside the app your team already uses

Why Archo

Built for How Multi-Party Projects Really Work

Every party, one record

Owner, consultant, contractors and suppliers work from the same letters, submittals and decisions.

Faster approval cycles

Parallel reviews, reminders and approval straight from email.

Contractual protection

Records locked once sent, with acknowledgements, timestamps and a complete audit trail.

Configured, not coded

Forms, workflows and numbering set by your own administrators.

Your environment, your data

Runs inside Microsoft 365 with no new infrastructure and no extra licenses.

Start small, grow freely

Start with the modules you need and add more at any time, with unlimited users and parties on every project.

Archo vs. the Alternatives

How Archo Compares

Most projects run on email and shared folders, a separate cloud platform, or a custom-built system. Here's how Archo stands apart.

Archo

Every party on one shared record
Owner, consultant, contractors, suppliers
Records locked once sent
Can't be edited or deleted
Formal channel with external parties
Built in, with acknowledgements
Submittal review codes and deadlines
Configurable to your standard
Runs inside Microsoft 365 & Teams
Natively
Data stays in your tenant
Always
Configured without code
By your own administrators
Unlimited users and parties
Yes, on every project

Email & shared folders

Every party on one shared record
Each party keeps its own copy
Records locked once sent
Easily edited or deleted
Formal channel with external parties
Email only
Submittal review codes and deadlines
Tracked in spreadsheets
Runs inside Microsoft 365 & Teams
Partly
Data stays in your tenant
Scattered across inboxes
Configured without code
—
Unlimited users and parties
—

Separate cloud platforms

Every party on one shared record
Yes
Records locked once sent
Yes
Formal channel with external parties
Yes
Submittal review codes and deadlines
Yes
Runs inside Microsoft 365 & Teams
Separate platform
Data stays in your tenant
Stored in the vendor's cloud
Configured without code
Often needs the vendor
Unlimited users and parties
Often limited by user licenses

Custom-built systems

Every party on one shared record
Usually internal only
Records locked once sent
Depends on the build
Formal channel with external parties
Must be built
Submittal review codes and deadlines
Must be built
Runs inside Microsoft 365 & Teams
Depends on the build
Data stays in your tenant
Usually
Configured without code
Requires developers
Unlimited users and parties
Depends on the build

Industries

Built for Any Project With Many Parties

If your project brings together internal and external parties exchanging documents, correspondence and approvals, Archo fits it.

  • Construction & contracting
  • Engineering & design consultancies
  • Real estate developers
  • Infrastructure & transport
  • Energy & utilities
  • Oil, gas & petrochemicals
  • Government & public-sector projects
  • Industrial & capital projects

Questions & Answers

Frequently Asked Questions About Our Common Data Environment

About Archo

What is Archo by Digitize Flow?

Archo is a common data environment (CDE) and project collaboration platform built on SharePoint and Microsoft 365. It connects owners, consultants, contractors and suppliers on one controlled project record, across four modules: Document Control, Communication Channel, Submissions and Design Approval.

Is Archo a common data environment (CDE)?

Yes. A common data environment is the single, shared source of information for a project. In Archo, every party exchanges correspondence, submittals and approvals on one record, each party works in its own private space, and nothing can be edited or deleted once it's sent. It runs inside your own Microsoft 365 rather than on a separate vendor cloud.

Who should host Archo on a project?

Usually the project owner, who can require every consultant and contractor to work through it. Where the owner leaves project management to the consultant, the consultant hosts Archo and requires contractors and subcontractors to use it. Contractors also use Archo on their own, starting with Document Control to organize their documents and Submissions to run their review workflows.

Is Archo only for construction projects?

No. Archo fits any project where many internal and external parties exchange documents, correspondence and approvals, including engineering, real estate development, infrastructure, energy, oil and gas, and government projects.

Licensing & Users

Do we need any additional licenses to use Archo?

No. All four Archo modules run on your existing Microsoft 365 licenses. Additional licensing is only needed if you enable the optional AI Assistant, which runs on Microsoft Copilot Studio and Power Automate capacity.

Is there a limit on the number of users?

No. Any number of your employees and external parties can work on a project in Archo.

Can we start with only one module?

Yes. Archo is modular by design. Start with the module you need most, such as Document Control, and add the Communication Channel, Submissions or Design Approval at any time. Combined, they work as one system.

External Parties

Do external parties need a license to use Archo?

No. Whoever hosts Archo invites the other parties, whether owner, consultant, contractor or supplier, as secure Microsoft 365 guests using their own email address. They don't need a Microsoft 365 license.

What can each party see?

Only its own private space: its own correspondence and items, on the projects and contracts it is invited to. Parties never see each other's items, internal notes or admin screens.

Can external parties receive documents without logging in to Archo?

Yes. When a document is saved in Document Control, external parties named on the form receive the document itself as a PDF attachment by email, with no system access needed.

Security & Data

Where is our data stored?

All Archo data stays inside your own Microsoft 365 tenant, in SharePoint. It is protected by your existing security, compliance and retention policies and is never stored on an external cloud.

Is there an audit trail?

Yes. Archo keeps an audit log of every significant action, with the user, action, time and IP address, and it can be exported for audits. Sends, opens, downloads, filings and denied access attempts are all recorded.

Can a sent letter or document be edited or deleted?

No. Once sent, correspondence and documents can't be edited, recalled or deleted by anyone. A correction goes out as a new item and the original stays on record, so your record holds up in a dispute.

Using Archo

Which submittal types does Archo support?

Material submittals, shop drawings, RFIs, method statements, inspection requests and NCRs. Each type has its own form, and your review stages, routing and review codes are configured to your company's standard.

Can we use our own document numbering standard?

Yes. Archo issues unique, sequential reference numbers with no duplicates and no gaps, following a pattern your administrators set, for example area, category, company, document type and sequence.

Do we need developers to configure it?

No. Administrators build the hierarchy, document types, forms, numbering and review stages themselves, with no development.

Can we use Archo from Microsoft Teams?

Yes. Archo can be opened and used from Microsoft Teams.

Does it work on mobile?

Yes. Your team can use Archo on their phones through the Microsoft Teams and SharePoint mobile apps, and reviewers can act on submittals directly from Outlook.

Does Archo support Arabic?

The Archo interface is in English, and it fully supports Arabic content, so you can write letters, fill in forms and search documents in Arabic.

Can it handle large drawings and AutoCAD files?

Yes. Heavy drawings and AutoCAD files sync through OneDrive and drop into place automatically.

How do we find a document?

Use the live registers with filters and saved views, or search inside documents with Microsoft Search. Results are always trimmed to each user's access.

AI Assistant Coming soon

What is the Archo AI Assistant?

An upcoming AI assistant, coming soon to Archo and Microsoft Teams. Users will be able to ask about the content of their documents, query project data in plain language, and have the assistant take actions on their behalf. It can also digitize scanned letters, classify correspondence and fill in metadata automatically.

Is the AI Assistant included in Archo?

The AI Assistant will be a separate, optional add-on. Archo works fully without it, and you can add it at any time once it is available.

Does the AI Assistant require additional licenses?

Yes. The AI Assistant is built on Microsoft Copilot Studio, so it requires Copilot Studio licensing and Power Automate capacity, paid directly to Microsoft. We help you choose the right licensing option for your usage.

Can the AI Assistant show users documents they aren't allowed to see?

No. The assistant respects each user's existing permissions. Users only ever get answers based on documents they are already allowed to open.

When will the AI Assistant be available?

The AI Assistant is in the final stages of development. Contact us to learn more or to register your interest in early access.

Implementation & Training

How does implementation work?

Our team deploys Archo in your Microsoft 365 tenant and configures it with you, then takes it through testing, training, user acceptance testing and go-live. The timeline depends on the modules you choose and the scope of your projects.

Do you provide training?

Yes. We train your administrators and document controllers to manage Archo independently, from adding projects and contracts to configuring document types, forms and review stages.

Let's See Archo on Your Projects

A live demo shaped around your projects, your parties and your approval process.