To open a document, click its row in the document list or use its View Details action. The page shows the document's name, its details and a gallery of its attached files.
What the page shows
On the left you see:
- Category
- Files (how many files are attached to this document)
- Description
- Note
- Tags
- Document Number
- Issuer
- Expiration date
- Issue date
- Remind days before
- Last endorsement
- Next survey due
Most fields that were never filled in show a dash. Below them is the document's history: when it was created, edited, archived or unarchived, when files were added, replaced or removed, and by whom.
On the right is the file gallery and preview. PDFs, images, plain text and Word documents preview in place. For any other file type, the panel says the preview is not available and asks you to download the file instead.
Top-row actions
- Back: returns you to the page you came from.
- Download / Download all: when the document has one file, Download saves that file to your device. When it has two or more files, the button reads Download all and downloads all of them together as a ZIP archive.
- Archive: moves the document to the archive straight away. It only appears for documents that are not archived, and only if you have edit permission for the category.
- Edit: opens the details for editing. It needs the same permission.
Working with attached files
A single document record can hold several files—for example, a multi-part manual, a certificate together with its endorsement pages, or supporting attachments. Each file must be smaller than 10 MB.
Above the preview, the gallery toolbar shows which file you are viewing (for example, File 1 of 3), its file name, and actions for that file:
- Previous file / Next file: step through the attached files (you can also click a thumbnail below the preview or use the left and right arrow keys).
- Open in new window: opens the selected file on its own when the file type can be previewed (not shown on phones).
- Download this file: downloads only the currently selected file.
If the document is not archived and you have edit permission for its category, you can also manage its files directly in the gallery:
- Add files: click the Add files tile in the thumbnail strip below the preview, or drag and drop one or more files onto it, to attach additional files to the document.
- Replace this file: click the replace icon in the gallery toolbar to upload a new file in place of the currently selected one (for example, when a document is renewed or re-scanned). If you want to keep the previous version as a separate historical record instead, add the new document via Add New and archive the old one.
- Delete this file: click the trash icon in the gallery toolbar and confirm to remove the selected file. A document must always have at least one file, so when only one file is attached, delete is disabled—use Replace this file instead.
Editing details
Edit replaces the details panel with an Edit document form. The form has these fields:
- Category
- Name
- Description
- Note
- Expiration date
- Issue date
- Last endorsement
- Next survey due
- Document Number
- Issuer
- Tags
- Remind days before
The Note field is only available here, not when you first add a document; once filled in, it also shows as an indicator next to the document's name in the table. Save stores your changes and Cancel discards them. If you try to leave with unsaved changes, Nauticare asks what you want to do first.
The Category list only offers categories you have edit permission for, and only categories of the same kind as the current one. So you can move a vessel document between document categories, but you cannot turn it into a certificate or an SMS document. Moving a document to a different category removes its link to a required document in the old category, because each requirement belongs to one category.
Archived documents cannot be edited. To change one, restore it first.