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For Quality / Technical

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

To get the most out of ChemCloud, use it as your single place to manage supplier approvals and documents. You'll have full visibility of what's in progress, what's missing, and a complete audit trail.


Manage all approvals in ChemCloud

Track every supplier approval from start to finish - before it goes into your official system of record.

Why this matters:

  • See all in-progress approvals in one place

  • Nothing falls through the cracks

  • Procurement can see what's approved and what's pending

  • Full activity history shows who did what and when

How to do it:

  1. When Procurement flags a new material, create an approved material record

  2. Update the status as you progress through your evaluation

  3. Upload documents as you receive them

  4. Mark as Approved when complete


Keep documents up to date

Use the Document Register to track all your documents and their expiry dates.

Why this matters:

  • See which documents are valid, expired, or missing at a glance

  • Get ahead of expiries before they become a problem

  • Know exactly which suppliers need to send updated documents

How to do it:

  1. Check the Document Register regularly

  2. Use the Expired tab to see what needs renewal

  3. Use the Missing tab to see required documents that haven't been uploaded

  4. Request documents directly from suppliers with one click


Use the AI Document Ingestor

Let AI do the filing for you. When suppliers send documents to your ChemCloud email, they're automatically processed and filed.

What it does

How it helps

Identifies document type

No need to manually categorise SDSs, COAs, TDSs

Matches to the right product

Documents filed to the correct approved material

Extracts expiry dates

Expiry tracking is automatic

Tip: Give suppliers your AI ingestor email address, or set up email rules to forward documents automatically.


Collaborate with Procurement

Use @mentions to communicate with Procurement without leaving ChemCloud.

  • Procurement can tag you when they need an approval reviewed

  • You can tag them when an approval is complete or if you need more information

  • All conversations are linked to the specific approval record

This replaces email chains and keeps everything in context.


Maintain your audit trail

Every action in ChemCloud is logged with timestamps:

  • Who changed an approval status and when

  • Who uploaded a document and when

  • Who sent a request to a supplier

  • All notes and @mentions

This gives you a complete audit trail for compliance and internal reviews.

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