How to set required documents

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.

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Set document requirements

1. Navigate to the product from the Products page or using global search
2. Click Edit to open the product for editing
3. In the Documents Required field, select which document types you need (e.g., SDS, COA, TDS)
4. Click Save

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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

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Common document types

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Check document status

To see which approvals have missing documents:

1. Go to Products > Document Register
2. Click the Missing tab to see documents that are required but not uploaded