This guide shows you how to specify which documents you require for a product. These requirements are then marked as required on approvals, ensuring compliance.
Set document requirements
Navigate to the product from the Products page or using global search
Click Edit to open the product for editing
In the Documents Required field, select which document types you need (e.g., SDS, COA, TDS)
Click Save
How it works
When you set document requirements on a product:
All approved materials for that product will show those documents as required
The Documents section on each approval displays which required documents are present, missing, or expired
You can easily see compliance status at a glance
Common document types
Document Type | What it is |
SDS | Safety Data Sheet - safety and handling information |
TDS | Technical Data Sheet - product specifications |
COA | Certificate of Analysis - batch quality results |
Organic Certification | Certification for organic products |
Check document status
To see which approvals have missing documents:
Go to Products > Document Register
Click the Missing tab to see documents that are required but not uploaded