How to set required documents

Specify which documents you require for a product to ensure compliance

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

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

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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