Open Documents in the vessel sidebar, then pick Overview or one of the categories listed under it. Overview shows documents from every category you are allowed to view. A category page shows only that category's documents. The page title is Overview or the category's name. The Items counter on the left of the action row shows how many records the current view holds.
The status tabs
Four tabs sit above the table, each with its own count:
- All: every document in the current view that has not been archived.
- Expiring: documents whose reminder window has opened (for either their next survey due date or their expiration date) but whose due date has not passed yet. A document due today still counts as expiring, not expired.
- Expired: documents whose due date (next survey due date if set, otherwise expiration date) is in the past.
- Missing: required documents set up for this vessel that have no document uploaded against them yet.
The page address includes the tab you are on, so a link you copy opens the same tab. Alerts on the vessel dashboard link straight to the matching tab.
Search and filters
The Filter button opens a panel with:
- a search box that matches on Name, Doc. Number and Issuer,
- a second search box to filter the tag and required options below,
- a TAGS column that lists the tags in use, so you can tick one or more,
- a REQUIRED column with Required and Not Required.
The document search copes with small typos and missing accents, and it also finds partial numbers. The TAGS column only appears when the current view has tagged documents.
The button label shows how many filters are active, for example Filter (2). Reset Filters clears the search, the tags and the required filter, and returns you to the All tab.
On phones, the filter panel opens as a sheet with the tabs inside it, and the search box sits in the action row instead.
Sorting and paging
You can sort the table by Name, Doc. No., Exp. date or Next survey. It opens sorted by name, A to Z. Results are shown ten per page. Sorting and paging apply to the whole result set, not just the page you are looking at.
Columns
Each row shows:
- Name (with an icon when the document has a Note),
- Required (a tick when the document satisfies a required-document entry, or a minus when it does not),
- Tags,
- Doc. No.,
- Issuer,
- Exp. date,
- Next survey,
- Status (a chip showing Expiring, Survey due, Expired or Survey overdue when the document is in its reminder window or past due),
- Actions (View Details, Download, and Archive when you have edit permission for the category).
Click anywhere on a row to open the document. When a document has multiple files attached, Download downloads them together as a ZIP archive.
The column button next to the paging controls, with the tooltip Show or hide columns, lets you hide columns you do not need. Name and Exp. date always stay visible. Your choice is remembered in this browser.
The Missing tab works differently: it lists outstanding requirements rather than documents, so it has different columns.
Archived documents
The archive button on the right of the action row, with the tooltip Show archived, switches the view to archived documents only. In that view the status tabs and the Add New button are hidden, and each row offers Restore (and Delete if you also have delete permission for the category) instead of Archive. Press the archive button again to go back to the live list.