Documents and notes
Some files belong to the organisation rather than to any one farm - an EUDR due-diligence pack, a data-clean report, a policy document.
Add a document
Section titled “Add a document”- Open Organisation in the left-hand menu.
- Go to Documents.
- Click Add document.
- Choose a category and, optionally, a report date.
- Upload.
The report date matters more than it looks. It’s what lets you answer “what did we know, and when?” - which is the question an auditor asks.
Notes is for organisation-level comments: context that isn’t a file and doesn’t belong on a specific supplier.
What lives elsewhere
Section titled “What lives elsewhere”- Settings - under Configuration
- Risk Assessment - under Risk & Compliance