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Document Register

Hector Williamson avatar
Written by Hector Williamson
Updated over 2 weeks ago

The Document Register gives you a complete view of all documents across your approved materials. Use it to track document compliance, find expired documents, and identify what's missing.


Page overview

The Document Register displays documents in a table format with tabs to quickly filter by status.


Tabs

Tab

What it shows

All

All documents in the system

Valid

Documents that are current and not expired

Expired

Documents past their expiry date that need renewal

Missing

Required documents that haven't been uploaded


Columns

Column

What it shows

Document Type

SDS, COA, TDS, Organic Certification, etc.

Product

The raw material this document relates to

Supplier

The supplier who provided the document

Supplier's Product

The specific supplier product

Status

Valid, Expired, or Missing

Expiry Date

When the document expires (if applicable)

Uploaded

When the document was added to ChemCloud


Filters

Use filters to narrow down the list:

  • Document Type - Show only SDS, COA, TDS, etc.

  • Product - Show documents for a specific raw material

  • Supplier - Show documents from a specific supplier

  • Expiry Date Range - Find documents expiring within a time period


Common tasks

Find expired documents - Click the Expired tab to see all documents that need renewal. Use this for your regular document review process.

Check compliance - Click the Missing tab to see which required documents haven't been uploaded. These are documents you need to request from suppliers.

Download a document - Click on any row to view the document details, then click Download to get a copy.


Document requirements

Documents appear in the Missing tab when:

  • The product has that document type set as required

  • The document hasn't been uploaded to the approval record

To set which documents are required for a product, see the Products page.

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