The Records page is your farm's central file store. Agreements, soil reports, certificates, invoices, maps - everything lives here and can be linked to scheme requirements as [[company/evidence|evidence]]. Files are split into two tabs: Evidence (compliance uploads) and Documents (generated and uploaded farm documents).
Uploading files
Navigate to your farm's Records page
Click Upload or drag files into the upload zone
Select one or more files from your device
Files upload and appear in your vault immediately
Organising files
The vault supports categories and folders to keep documents organised. System categories are created automatically based on your schemes, and you can create custom categories for your own filing needs.
Finding files
Use the search bar at the top of the Records page to search files by name. In the Evidence tab, use the Status selector to filter by All, Unlinked, Pending Review, Approved, or By Scheme. In the Documents tab, browse by scope or category.
Tips
Use descriptive file names before uploading - "SFI-soil-sample-field-3-march-2026.pdf" is easier to find than "scan001.pdf"
Vault files can be linked as [[company/evidence|evidence]] to any scheme requirement, so upload documents once and link them wherever needed
Audio and video files are automatically transcribed after upload