Use cases: I want to:
Upload general supporting documents (such as invoices, delivery notes, or harvesting permits) into a central repository.
Link supporting documents directly to specific data records to validate operations.
Log formal certificates (such as sustainability or quality accreditations) alongside critical details like issuing bodies and validity dates.
Attach certifications and their corresponding digital files directly to relevant data records to ensure supply chain transparency and audit readiness.
Follow the guides below to build your central evidence repository and link files directly to your data.
1. Upload and Attach Documents
Documents represent the general files and paperwork that support your daily operations and transactions.
Add Documents in Documents Page: Learn how to upload files directly to your central document repository so they are ready to be used later.
Add Documents to a Data Record: Upload and link supporting files directly to specific data records without leaving the record page.
2. Upload and Attach Certificates
Certificates are structured records used to track formal accreditations, complete with issuing bodies, validity dates, and standard types.
Add Certificates in Certificates Page: Log new formal certifications and accreditations into your central certificate repository.
Add Certificates to a Data Record: Attach certification directly to the relevant data records.
Certificate Documents: Link the actual digital file (like a scanned PDF of the award) directly to its corresponding certificate record for complete verification.