Objective
This article covers the Documents tab on the Edit Site page in EnviroAutomate. This tab allows you to manage general documents associated with the site, such as reports, correspondence, permits, and other files.
What This Tab Shows
The Documents tab displays a table of all general documents uploaded for this site, showing the filename, document type, file size, and created/updated dates.
Key Actions
Adding a New Document
Click the "Add Document" button at the top right of the page
Fill in the document details and upload the file
Click "Save" to add the document
Downloading a Document
Click the download icon for the document you want to download
Editing a Document
Click the edit icon (pencil) in the Actions column to update document details
Deleting a Document
Click the delete icon (trash) in the Actions column
Confirm the deletion in the dialog that appears
Cautionary Notes
Deleting a document is permanent and will prompt for confirmation
This tab is for general site documents — for site photos, aerial photos, and management plans, use the General tab's Site Documentation section instead
Tips for Efficiency
Use descriptive document names and types to make it easy to find documents later
Use the table's sort and search features to quickly locate specific documents
For management plan PDFs, site photos, and aerial photos, use the dedicated sections on the General tab which offer specialised features like PDF preview and image display