Documents
The vessel's document library — uploading, organising, viewing, archiving and due-date tracking of boat documents, scoped by category permissions.
- Management
- Captain & crew
The Documents area is the vessel's library of documents that are not certificates, such as manuals, policies, contracts, plans and anything else the yacht keeps on file. Vessel certificates have their own Certificates area and SMS documents sit under SMS, but all three work the same way.
Open it from the vessel sidebar under Documents. The sidebar lists an Overview entry plus one entry per document category. Each vessel has its own categories, so the list you see is the one set up for your vessel and may differ from another vessel's.
Each entry shows how many documents it holds. Overview shows every document across all the categories you are allowed to see. Selecting a category narrows the list to that category alone.
What you can do here depends on two things. First, your vessel's licence must include the vessel documents module, or the Documents entry does not appear at all. Second, your permissions are granted per category, so you might be able to edit documents in one category and only read them in another.
Every document in Nauticare holds one or more attached files plus its details: name, category, description, note, document number, issuer, issue date, expiration date, last endorsement date, next survey due date, tags and a reminder setting. Nauticare tracks every document that has an expiration date or a next survey due date and warns you before and after it falls due.
The articles in this section cover:
- finding documents
- adding documents
- working with a single document and its attached files
- archiving and deleting
- expiry, survey dates and reminders
- required documents
- how categories and permissions work
The AI Assistant can also find documents you are allowed to see and answer questions from what they contain. See the AI Assistant section for details.
Articles in Documents
- Adding a DocumentUploading one or many files, letting AI fill in the details, and the fields recorded against a document.
- Archiving and Deleting DocumentsHow archiving takes a document out of the active list, how to restore it, and why deleting is only possible from the archive.
- Document Categories and PermissionsHow document categories are set up per vessel and how view, edit and delete permissions are granted per category.
- Expiry Dates, Survey Dates, Reminders and AlertsHow expiration dates and next survey due dates are tracked, when notifications are sent, and where document alerts appear.
- Finding DocumentsHow to browse the document list, switch between the All, Expiring, Expired and Missing tabs, and narrow results with search and filters.
- Required DocumentsHow a vessel declares which documents it must hold, and how the Missing tab tracks the ones not yet uploaded.
- Viewing and Editing a DocumentThe document detail page — previewing, adding, replacing and removing attached files, editing details, moving categories, and reading history.