What this is
Documents is a searchable filing cabinet for farm files. You can upload records yourself and return to source files kept by supported Phase imports.
Where to find it
Open More → Documents (under Data Centres).
Every file is in one list, newest first, grouped by year. The header shows how many files there are and Upload. Each file's line reads its type, date, size, and the paddock, machine, season and import it came from where there is one.
Files Phase keeps from imports
Phase keeps the source PDF used by Crop Plan Import, the lab report read by Soil Centre (filed as a soil test), and files uploaded through invoice, stock-list and grain-contract imports. A crop-plan PDF can still appear in Documents when Phase could not read the plan. Keeping the source file does not mean the import succeeded.
Upload a file
Select Upload.
Choose one or more files: a PDF, a photo (JPG, PNG, WEBP or HEIC), or a CSV, TXT or XLS file, up to 25 MB each.
Phase saves them straight away as Other, dated from the file name where it can tell.
To give a file a better name, type, date or notes, open its ••• menu and choose Edit, then Save.
The document date controls the year under which the file is shown. Clear it to fall back to the upload date.
Receipts, warranty cards and operator manuals uploaded from a machine's Documents tab also appear here under Warranties and Manuals, while remaining linked to that machine. A machine's manuals also show as buttons when someone scans its Phase tag.
Find, update or remove a document
Search by file name, notes or season. The type dropdown beside the search (All types, then types such as Crop plans, Invoices, Soil, Contracts, Warranties and Manuals) lists only the types this farm has files of, with how many each holds. A search looks inside the chosen type.
Tap a file to open it: a PDF or a photo opens on screen, on the phone and on a computer, and a spreadsheet downloads. That includes photographed weighbridge and delivery dockets, grain contracts, livestock sale dockets and water-test photos. Its ••• menu holds Open, Edit and Delete. Edit changes the filing name, type, document date or notes, not the uploaded file itself.
Before 15 October 2026, a photo filed in Documents could open as a page of random letters and symbols instead of the picture. Nothing was lost: the photos were stored correctly the whole time, so old dockets and contracts now open properly with nothing to attach again.
Delete a document only when the stored copy is no longer needed. Deletion cannot be undone.