Documents Page: an introduction

Powerful reporting and oversight from your Document list 

Add doc: allows you to add a Document to your Workspace, more details in this guide  

Doc: this is the name of the Document

Type: Documents are categorised as either Certificate, Passport, ID&Visa or Other

Verification status: Pulls the verification status from each Document into the Document list.  Statuses include Verified, Rejected, Unknown, Pending.  Further details in this guide

Groups: A Document can be added to a Group - for example a certificate of insurance being added to a vessel

Belongs to: Tells you which individual Crew Member the Document belongs to 

Workflow Doc: Indicates whether the Document is in a Workflow

Issue Date: As recorded when the Document is uploaded 

Expiry Date: As recorded when the Document is uploaded 

Uploaded: the date the Document was uploaded

All column headers are clickable - this will sort your Document list by the column chosen 

You could sort your list by date, who the document belongs to, verified status 

For more control over the display of your Document List: 

• Hover over the column header and 3 horizontal lines will appear
• Depending on the column type (eg text, date) you will have the option to filter or search as shown in the picture below 

Our customers find it really useful to filter by:

• qualification type (eg all Medical Fitness Certificates, all Master qualifications) and/or 
• expiry date (choose from expiring on, by, between) 

Once filtered or sorted you can Export to CSV or excel

Statistics about your expiring documents are displayed in a clear and user friendly graph. Simply click the "Show more" button to display a month by month breakdown, and your cumulative stats for the following 12 months

Tip: clicking on the coloured pills will exclude them from the results 

The graph displays the statistics based on your filters applied: for example all Medical Fitness certificates

Right clicking (or double finger tap for a Mac trackpad) on a Document will allow you to open the Document in another tab or window.

Helpful where you have applied a filter, or sorted your list, or scrolled to a particular place in the list and you want to come back to that display easily.