Objective
This SOP outlines the steps to upload a document in EnviroAutomate. Documents can be linked to clients, projects, sites, fieldwork tasks, and client reports, providing a centralised document management system for all your environmental work.
Prerequisites
You must be logged in as a standard user or administrator
You must have the file ready to upload on your computer
Key Steps
1. Navigate to the Create Document Page
Click "Documents" in the left sidebar under the Tasks section
Click the "Create Document" button at the top of the list
Alternatively, you can upload documents from the Documents tab on a Site, Project, or Fieldwork Task edit page
2. Enter Document Information
File - Click to select the file to upload from your computer. This is required.
Document Name - A descriptive name for the document. If left blank, the filename (without extension) will be used automatically.
Document Type - Select the type of document from the dropdown (e.g., Report, Correspondence, Permit). This is required.
3. Set Associations (Optional)
Link the document to one or more entities using the cascading dropdowns:
Client - Select a client to associate the document with. Selecting a client will filter the Project and Site dropdowns.
Project - Select a project (filtered by the selected client). Selecting a project will filter the Fieldwork Task and Client Report dropdowns.
Site - Select a site (filtered by the selected client). Selecting a site further filters the Fieldwork Task and Client Report dropdowns.
User - Select a user to associate the document with
Fieldwork Task - Select a fieldwork task (filtered by the selected project and site)
Client Report - Select a client report (filtered by the selected project and site)
All association fields are optional — you can upload a document without linking it to any entity, or link it to as many as apply.
4. Save the Document
Review all entered information
Click "Save" to upload and create the document
The document will appear in the Documents list and on the Documents tab of any linked entities
Cascading Dropdowns
The associations section uses cascading dropdowns that filter based on previous selections:
Selecting a Client filters the Project and Site dropdowns to show only items belonging to that client
Selecting a Project filters the Fieldwork Task and Client Report dropdowns
Selecting a Site further filters the Fieldwork Task and Client Report dropdowns by that site
Auto-Population
When you select a file, the Filename field is automatically set
If the Document Name field is empty when you select a file, it will be auto-populated with the filename (without the file extension)
Cautionary Notes
The File and Document Type fields are required — the form will not submit without them
Select the Client first if you want to link the document to a project, site, fieldwork task, or report — the other dropdowns depend on the client selection
Documents uploaded here appear in the global Documents list and on the Documents tab of any entity they are linked to
Tips for Efficiency
Use descriptive document names and select the correct document type to make documents easy to find later
Link documents to the appropriate client, project, and site so they appear on the relevant Documents tabs throughout the system
For site-specific documents like photos, aerial images, and management plans, consider using the dedicated upload sections on the Site Edit General tab instead
For laboratory data files, use the Laboratory Data tab on the fieldwork task instead of the general Documents page