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