• Open an element.
  • Click the "Documents" tab:
  • Under element documents, the documents of this element are listed:
    • The CE marking, the assembly list and the declaration of performance are automatically transferred via the interface.
    • As a premium partner, you can choose additional printouts to be transferred via the interface when setting up the interface.
    • As of program version 12.4, position documents can also be transferred to SimplyTag via the interface.
  • For premium partners, the project documents transferred via the interface are displayed under "Project documents".
  • The icons to the right of the document name show the visibility type of the document:

Icons Visibility type Visibility
Public
  • Anyone who scans the QR code can view the file.
  • The file can only be edited by members of the organisation which is the current owner.
Not public
  • The file can be viewed by members of the organisation which is the current owner and members of the organisation that was the previous owner.
  • The file can only be edited by members of the organisation which is the current owner.
Within the company
  • The file can only be viewed and edited by members of the organisation that originally uploaded the file.

  • Click a document in the list to view the content of the document on the right.

Download document

  • Click the document in the list.
  • Click the download icon in the top right:
  • In the next dialog, select a directory to save the PDF file and click "Save".

Add document

  • Click the "+" icon:
  • A new form opens on the right:
  • Select the "Document type". For printouts and custom documents, the "pdf" file format is required. Images can use "jpg", "jpeg", or "png" file formats.
  • Select the visibility type for the document.
  • Enter a document name.
  • Click "Select document" to upload a document.
  • Confirm the message below if you can ensure that no personal data is included in the document.
  • Click "Add" to add the document.

Edit document

  • Click the three dots next to the document and select "Edit":
  • In the next window, enter a new document name:
  • Select the visibility type for the document.
  • Click "Edit" to save the changes.

Delete document

  • Click the three dots next to the document and select "Delete":
  • Click "Delete" to confirm the deletion: