To access the Documents Tab, Select Plant & Vehicle Module > View for an item in the Plant list.
Documents requested in the Plant & Vehicle module are related to the Plant Category assigned to the Plant. Check the settings tab to see what category is assigned.
Uploading a Document
You can only upload a file for a Document with Pending Upload status.
1. Select Actions > Upload across the Document type.
2. The Upload Document(s) window will appear. You can either select "Click Here" or drag and drop files to upload them.
3. The file you choose will be displayed below the Upload File option.
4. Enter the Expiry Date, or select the No Expiry Date checkbox if the document does not have an expiration date.
5. You can choose to enter a Comment if needed.
The Comment field is optional, but if you choose not to upload a file (step 2), the Comment field becomes mandatory.
 Comment with File Uploaded |  Comment without File Uploaded |
6. Once done, select Upload Document(s).
7. The Document status will display as Awaiting Approval. If the uplaoder is also the approver, the document will be preapproved.
If a comment was entered by the uploader, you can view it by hovering your mouse over the Status.
Approving a Document
You have to be an Approver of the document category to approve a document.
1. To approve a document from the plant record, select Actions > Review Documents.
2. The Document Review will be displayed containing all the information entered by the uploader.
The Download button will be enabled when a file is uploaded and disabled if no file is uploaded.
3. Verify the Expiry Date. You can either select Expiry Date is Correct, No Expiry or Update the Expiry Date. You can also enter a comment before selecting to Approve or Reject the document. After everything is filled, select Done.
If you select Reject, the uploader will receive a notification, including any comments made.
Viewing a Document
1. To view a document, select View. A slide-over panel will be displayed containing all the information about the related document. Select Download or Preview to download or view the file.
