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Adding Plant & Vehicles
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Written by Support
Updated over a month ago

To add plant and vehicles in ComplyFlow, follow these steps:

1.Select the Plant & Vehicles tab from the menu on the left to access your plant list.

2. Next, select Add Plant in the upper right corner.

3. Select the plant Category and Type from the dropdown lists and enter plant details, and select Next at the bottom right.

4. Assign the plant to a client by selecting the checkbox. Select Next.

Important: Client assignment can be completed later if skipped at this stage.

5. Assign relevant plant categories by selecting the applicable checkboxes and select Next.

6. Assign the plant to your project by selecting the checkbox (you can assign to more than one) and select Next to complete the process.

Success! You have successfully added the plant/vehicle. Document requests will now appear on your dashboard.

7. If you skipped client assignment (Step 4), select the client name from the dropdown list in the Clients table and select the Plus button.

8. Then, repeat Steps 5-6.

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