Objective
Create a new figure document within a site. Figure documents are used to attach site plans, maps, conceptual models, and other diagrams to a site. These figures can then be included in client reports. Figure documents support a revision history, allowing you to track changes over time.
Key Steps
1. Navigate to the Site
In the left sidebar under Tasks, click Sites
Click the site you want to add a figure to
2. Open the Figures Tab
On the site edit page, click the Figures tab
You will see a table listing existing figure documents with columns for Name, Type, Revision, Status, Summary, Published Date, and Actions
3. Click Create Figure Document
Click the Create Figure Document button above the filters
4. Enter Basic Information
Fill in the required fields:
Name (required) — Enter a descriptive name for this figure document (e.g., "Site Location Plan", "Groundwater Contour Plan Q1 2026"). Must be unique within the site. Maximum 200 characters.
Figure Type (required) — Select the type of figure from the dropdown.
Optional fields:
Summary — A brief description of this figure document to help identify it in the list. Maximum 512 characters.
5. Save
Click Save to create the figure document
Click Close to return to the Figures tab without saving
What Happens After Creating
After saving, the figure document is created as Revision 1 in Draft status with no document attached yet. You will be taken to the Edit page where you can:
Use the Figure Generator (recommended) to create a professional figure using a guided visual tool
Or Upload an Existing PDF as an alternative
Save your draft or Publish the revision to make it available for use in client reports
Figures Tab Overview
The Figures tab provides several tools for managing figure documents:
Search by Name — Filter the table by figure name
Filter by Type — Show only figures of a specific type
Filter by Status — Filter by publication status (e.g., Published)
Revisions — Toggle between "Latest Only" (default) and "Show All" to see the full revision history
Cautionary Notes
Creating a figure document does not attach any document to it — you must upload a PDF or use the Figure Generator on the Edit page after creation
Figure documents are not visible in client reports until they have been published
The Figure Type cannot be changed after creation. Make sure you select the correct type before saving.
Tips for Efficiency
Use descriptive names that include the type and time period (e.g., "Groundwater Contour Plan - Q1 2026") to make figures easy to find
Use the Figures tab filters to quickly locate existing figures before creating duplicates
The Figure Generator is the recommended approach for creating professional-looking figures — use it instead of manually creating PDFs where possible