Upload a document

Overview

This page covers adding a document to your library. Once uploaded, a document can be tagged to risk criteria and reused across many buyer requests, so you upload it once rather than attaching a file each time.

🟢 Why this matters. Your documents are the evidence behind your buyers' assessments. A well-maintained library means you can answer requests fast and consistently. See the consolidated EUDR text.

Before you start

• The document file (for example a certificate, audit report, or policy).
• Its validity date, if it has one.

Step by step

1. Go to Documents and select Upload Document.
2. Choose the file and give it a type (for example Compliance Certificate, Risk Assessment, or Certification).
3. Set its validity date if it has one.
4. Tag it against the relevant risk criteria (see Tag documents to the risk criteria).
5. Save. The document appears in your library, ready to attach to requests.

Tips

• Give documents clear names so buyers can see at a glance what each one is.
• Tag on upload, so the document is immediately reusable.

Troubleshooting

• The file will not upload. Check the file size and format against the limits shown on the upload screen.

ℹ️ Regulatory context. Documents support the information and risk-assessment requirements the EUDR places on your buyer (Articles 9 and 10). See the consolidated EUDR text.

Common Questions