Document Center: Revisions, Checklists, & Bulk Uploads

Last updated: July 14, 2026

Creating Document Revisions

Whenever you click Save and Create Revision, you must choose one of three distinct methods to deliver your content:

  • Option 1 – Upload a File: Upload a file (such as a PDF, Word doc, Excel sheet, or video) directly from your computer to the cloud repository. Video files must be under 200-MB. PDF format is highly recommended for cross-platform compatibility.

  • Option 2 – Create a Checklist Template: Build an interactive, digital checklist directly in the platform. Provide a brief summary of the changes in the revision field (use 'Initial Revision' for version 1.0) and save.

  • Option 3 – Link to an Existing Web File: Best used if your company hosts files on a secure corporate server (e.g., SharePoint, Lotus Notes) or if you want to link directly to an external vendor manual URL (https://...). Avoid linking to local PC drives (C:\), as external users won't be able to open them.

Admin Tool: Uploading Multiple Documents

If you possess Admin or Resource permissions within the Standard Work/Documents module, you can utilize the Upload Multiple Documents tab to mass-import records.

  1. Select your target Document Category from the dropdown menu.

  2. Choose a format: 'upload as files' (opens standard formats like Word/Excel) or 'convert to checklists' (automatically transforms the uploads into interactive checklist modules).

  3. Choose your files and click UPLOAD FILES.

⚡ Fast-Track Publishing: Uploading files via the bulk tool automatically publishes them immediately, completely bypassing any standard document approval workflows set for that category.

Troubleshooting: "Failed to save my Checklist" Error

If you receive an error stating you must "select a valid Trade when a Dispatch Type is selected" while saving a checklist template, it means you have defined strict operational boundaries within your tasks (such as Out of Tolerance or Reject Limits).

  • The Cause: By setting numeric boundaries, you implicitly instructed the system to automatically launch a dispatch if a user records a reading outside of parameters.

  • The Fix: The system requires a clear operational path to log that automated dispatch. If you configure a checklist task to trigger a specific Dispatch Type, you must also designate a corresponding Trade responsible for responding to it (and vice versa) before the platform will permit you to save your template.