# 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.

[Watch Now](https://resources.quorumsoftware.com/videos/dynamic-docs-insider-tips-from-the-product-manager)

# 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.

## Cloud-Based Oil & Gas Document Management

Store, organize, and access all your oil and gas documents online with Dynamic Docs. Specifically built to make oil and gas operators more secure, agile, and compliant—get up and running quickly with rapid implementations and fast onboarding of new asset information.

[Learn More](https://resources.quorumsoftware.com/myquorum-dynamicdocs/the-essential-guide-to-oil-and-gas-document-management-software)

## 60%

### Less Time Spent on  Well Information

## 20%

### Reduction in  IT Support Requests

## 60%

### Faster Onboarding of  New Asset Information

## Streamline Multi-Entity Assets

"We needed a more efficient way of distributing our documents that wasn’t manually intensive." - Lead GIS Analyst, Camino Natural Resources. See how Dynamic Docs gave structure in a storm of new assets—cutting six months off onboarding at Camino Natural Resources—where assets were organized, workflows improved, and overall document access was enabled.

[Read Now](https://resources.quorumsoftware.com/myquorum-dynamicdocs/camino-natural-resources-streamlines-multi-entity-assets)

# Dynamic Docs Key Features

## Smart Search Technology

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.

## Virtual Data Room

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.

## Save, Audit, and File

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.

## Industry-Leading Cloud Document Software

Leverage document data by digitizing paper records through our trusted partner relationships to achieve better access, enhance collaboration, and maintain systematic control over documents throughout the entire upstream energy lifecycle. Dynamic Docs manages documents for the oil and gas industry, helping complete tasks in less time and improve agility.

[Read Overview](https://resources.quorumsoftware.com/myquorum-dynamicdocs/myquorum-dynamicdocs)

# FAQs

## How are engineering and land documents stored, tagged, and secured?

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.

## What version control and check-in/out features are available?

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.

## How do we link documents to wells, leases, AFEs, and projects?

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.

## What OCR and search capabilities exist for legacy files?

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.

## How are records managed for regulatory and audit compliance?

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.

## Does the system integrate with Office, email, GIS, and external tools?

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

## How does Dynamic Docs connect structured and unstructured data across the suite?

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.

## Is Dynamic Docs secure and scalable for enterprise environments?

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.

## What is QAI Support and how does it assist document management users?

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.