Plant Documents

When you add plant to the system there will be documents automatically requested. These requests show on your dashboard or in the plant record.

(Note: the documents need to be PDFs - Word documents aren't accepted due to potential issues with formatting of the content)

1. Go to dashboard, select 'Plant' in Entity column/filter and click the ‘Click Here’ button to upload a file.

Note: The requests have hyperlinks that link directly to the plant record if you want to see more information.

2. On the following page, fill in the details, select the file and upload.

a) Enter Valid Form date if applicable. (1)
b) Enter Valid to or expiry date if applicable. (2)
c) If there is no expiry this check box must be checked. (3)
d) The category will automatically show. (4)
e) Add a comment if required. (5)
f) Drag the file into the box or click to select. (6)
g) Click ‘Upload’. (7)

Note: The above steps should be completed for all documents that have been requested. You will get an alert when they are reviewed.

3. Another way of uploading is by going to the ‘Plant’ tab.

4. On the following screen click the ‘view’ button beside the plant you are interested in.

5. On the next screen click the 'view' button beside the client name, to enter further the plant details.

6. Go to the ‘Documents’ table and click the ‘Upload’ button (1).

Note: If the wrong document has been uploaded and is still awaiting approval, you can remove the document by clicking ‘Delete’ (2).

7. On the next page:

a) Enter Valid Form date if applicable. (1)
b) Enter Valid to or expiry date if applicable. (2)
c) If there is no expiry this check box must be checked. (3)
d) The category will automatically show. (4)
e) Drag the file into the green box or click to select. (5)
f) Add a comment if required. (6)
g) Click ‘Upload’. (7)

7. Once uploaded the documentation will be processed by the client.