documents
tutorial and demo

Q: uploading documents

To upload documents, tap the plus icon. A popup will appear to which you will drag and drop or upload the document. Once uploaded you will now enter a title for the document along with an expiration date if you have that information to hand. Next, you can select a type, brand, and supplier from the dropdown, however, Type is a required field so one will need to be selected to save.

introduction to the documents within a product module

Document storage is a critical aspect of efficient operations in the product manufacturing industries. It involves the systematic organization, secure storage, and easy retrieval of important documents related to the manufacturing process. From design blueprints and technical specifications to production schedules and quality control records, document storage ensures that crucial information is readily accessible when needed. Whether in physical or digital form, an effective document storage system enhances collaboration, traceability, and regulatory compliance, allowing manufacturers to maintain accurate records, track progress, and facilitate effective decision-making. By implementing robust document storage practices, product manufacturing industries can streamline their workflows, minimize errors, and optimize overall efficiency in the production process.

watch

read

navigating to the documents within a product

To access the documents area within a product, select the product you are wanting to add the documents to, in the tab header bar, tapping on the menu tab will allow you to access the documents.

uploading documents

To upload documents, tap the plus icon.

A popup will appear to which you will drag and drop or upload the document.

Once uploaded you will now enter a title for the document along with an expiration date if you have that information to hand.

Next, you can select a type, brand, and supplier from the dropdown, however, Type is a required field so one will need to be selected to save.

editing documents

To edit the document, tap the pen tool, this will bring a popup for you to update the title, expiration date, and the three dropdowns.

download a document

Tap the download icon, of the row of the selected document, to download the file on your device.

previewing a document

The preview icon allows you to view the uploaded file. To view the document, tap the preview icon in the action panel.

renew documents

To renew a document, tap the renew icon in the action panel, and a popup will appear.

There are two ways of renewing a test report, you can either drag and drop the file into the grey box or tap the upload icon at the bottom right of the grey box.

archiving documents

To archive a document, you need to tap the archive icon, in the action panel column.

This will bring a popup asking if you are sure you want to archive this document. Tap yes to continue or no to cancel this action.

moving a document to a folder

If you want to move a document into a folder, tap the arrow icon…

And select which folder you want to add the document to from the dropdown menu.

To move multiple documents into a folder, tap the checkbox of the available files, then locate the move icon, next to the search bar function, and select from the dropdown.