How to search for a document

Find documents in ChemCloud using global search or the Document Register

This guide shows you how to find documents in ChemCloud using the global search or the Document Register.

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Option 1: Use global search

The fastest way to find a specific document:

1. Click the search bar at the top of any page
2. Type the document name, product name, or supplier name
3. Filter results to Documents if needed
4. Click on the document to view it

Global search looks across all your data, so you can search by any related information.

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Option 2: Use the Document Register

For a complete view of all documents:

1. Navigate to Products > Document Register
2. Use the filters to narrow down:
   • Document Type - SDS, COA, TDS, etc.
   • Status - Valid, Expired, Missing
   • Product - A specific raw material
   • Supplier - A specific supplier
3. Click on any row to view the document details

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Finding missing documents

To see which required documents are missing:

1. Go to Products > Document Register
2. Click the Missing tab
3. This shows all documents that are required but not yet uploaded

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Finding expired documents

To see which documents have expired:

1. Go to Products > Document Register
2. Click the Expired tab
3. This shows all documents past their expiry date that need renewal