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Oil and Gas Document Management Software

Dynamic Docs improves decision making and collaboration, freeing up time and storage. Stay organized across well, land, accounting, A&D, and trades with a centralized document management software solution.
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Gain Full Document Control in Upstream Energy

Access Systemwide Storage​

Access documents across the Upstream On Demand suite of applications through a comprehensive document repository that is native to the cloud and boasts advanced security.

Streamline A&D Processes

Get 30-60% faster new asset onboarding through fully searchable data, rapidly integrating unstructured information from acquisitions. Effortlessly group documents and make them available to third parties for streamlined divestitures, or audits.

AI Enhanced Workflows

Automate accounts payable data input through our AI engine, extracting crucial information from invoices and automatically integrating it into On Demand Accounting’s AP Workflow.

Full Document Visibility

Gain a competitive edge with automated business logic that identifies keywords from files for labeling while capturing, organizing, and integrating metadata across departments.

Document Management Across the Organization

Leverage Dynamic Doc’s API for integration across your organization's application landscape.

60%

Less Time Spent on
Well Information

20%

Reduction in
IT Support Requests

60%

Faster Onboarding of
New Asset Information

Dynamic Docs Key Features

Quickly and accurately find information by filtering search results with attributes, document tags, or key phrases. Customize the search experience according to user roles. Expedite implementations using industry-proven taxonomies for efficient smart search capabilities.

Eliminate redundancy by easily consolidating documents and collaborating with internal and external parties. Advanced security and multiple authentication levels safeguard sensitive information, providing appropriate access to users accordingly through configurable, role-based permissions.

Gain efficiency and improve visibility by saving and re-running search criteria for up-to-date results, rapidly building document collections for projects. Store multiple document versions, track changes, easily upload documents, OCR files and apply metadata to create a searchable document repository.

FAQs

Dynamic Docs provides a centralized, cloud-native document management system designed for upstream operations. Engineering, land, accounting, and operational documents are stored in a governed repository and linked directly to wells, leases, AFEs, projects, and other operational records.

Role-based access controls, audit trails, and configurable security permissions ensure sensitive documents remain protected. Metadata tagging and structured taxonomies enable consistent classification and controlled visibility across teams.

Dynamic Docs includes full version control with document history tracking. Users can store multiple versions of a document, view prior revisions, and restore prior versions.

Check-in and check-out functionality prevents conflicting changes by controlling editing access, ensuring document integrity and preserving a reliable historical record.

Dynamic Docs integrates natively with On Demand Land and On Demand Accounting, linking documents directly to leases, AFEs, and related operational records. As integrations expand across the Upstream On Demand Suite, document linkage will extend further across wells, production records, and capital projects, providing increasingly connected visibility between unstructured documents and structured system data.

Dynamic Docs includes Optical Character Recognition (OCR) to digitize scanned or paper-based records and make their contents searchable. Advanced search capabilities allow users to filter by metadata, document type, linked asset, keywords, or structured attributes. Industry-aligned taxonomies improve retrieval accuracy and reduce time spent searching for historical documents.

Dynamic Docs maintains full document traceability through version history, access logs, metadata tagging, and structured retention policies. All document access and modifications are auditable, supporting regulatory reporting, internal controls, and external audit requirements across the upstream lifecycle.

Secure REST APIs also support integration with external ERP, analytics, or third-party systems, enabling controlled document exchange while preserving system-of-record integrity.

Dynamic Docs bridges structured operational data and unstructured data captured from document text. Structured records such as ownership data, production volumes, AFE budgets, and accounting transactions remain governed within their respective systems of record. Dynamic Docs links contracts, permits, reports, schematics, and supporting files directly to those records, ensuring operational decisions are backed by validated data and source documentation.

This architecture reduces reconciliation effort, strengthens governance, and provides contextual visibility across the upstream lifecycle.

Dynamic Docs is delivered as a secure, cloud-native SaaS platform aligned with enterprise-grade security standards and SOC 2 Type 1 and Type 2 requirements. The platform is designed to scale across multi-asset portfolios, high document volumes, and complex organizational structures without compromising performance, security, or search efficiency.

QAI Support is an AI-powered assistant embedded directly within Dynamic Docs. It provides real-time guidance on document workflows, search functionality, metadata tagging, version control, and approval processes without requiring users to leave the application.

Users can ask workflow questions, receive contextual explanations, and log support tickets directly within the interface. QAI Support accelerates onboarding, reduces time spent navigating documentation, and improves issue resolution efficiency.

QAI Support operates strictly within product knowledge boundaries and does not access or analyze customer documents or operational data.