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Using the Document Vault

Written by Sven Poppelmann

Records - Evidence and Documents

The Records page is your farm's unified store for all files - agreements, maps, soil reports, certificates, evidence uploads, and generated documents. It replaces the old separate Vault and Documents pages; both URLs redirect here automatically.

Two tabs

At the top of the Records page you'll find two primary tabs:

  • Evidence - compliance evidence uploads organised by status (All, Unlinked, Suggestions, Pending Review, Approved, By Scheme)

  • Documents - generated farm documents (SOPs, risk assessments, policies) and uploaded document files

Uploading files

Click Upload in the top-right of the Records page to add files. Supported formats include PDF, images, Word documents, spreadsheets, audio, and video.

Organisation

Files are stored per farm. Everyone in your organisation with access to that farm can view the Records contents. Use the Status selector and Filters to narrow the Evidence view.

Finding files

Use the search function to find files by name. Switch to the Documents tab and browse by scope or category to keep everything structured.

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