Saved documents and versions

Documents is your library of everything you have saved. Each row is one document with its product, version, expiry date and creation date. Click a row to open it.

Versions

Every document keeps its history. A new version is added when you:

• Update or regenerate a document after product or template data changed.
• Choose Save as new version in the document editor, which keeps the old version as it was and stores your edits as the next one.

By default the list shows only the newest version of each document, with a note such as "+2 earlier". Tick Show earlier versions to see them all. On a document's page, the Versions panel lists every version. Click one to view it. A version you changed by hand is marked Edited.

Filters and search

• All / From templates / Legacy tabs. Legacy shows older documents written by the earlier AI flow. They are read-only.
• Search by product or type, and filter by document type.
• Click a column heading to sort, for example by Expires or Created.

Link to a product

Documents you save from New document are linked to the product you chose. If a document shows Not linked. Link to a product, click it to attach the document to one. Linked documents also appear on the product's Documents tab.

Expiry dates

Many documents are only valid for a time: certificates, offers, price lists. Use Set expiry date in the row menu to record when yours runs out. Expired documents show in red, and ones expiring within 30 days in amber. SpecIQ also emails you a reminder when documents are about to expire or have just expired.

Row actions

• View, Edit document, Download PDF and Share link.
• Link to a product, Set expiry date or Change expiry date.
• Regenerate with latest data opens New document with the same template and product, so you can save the next version.
• Delete removes the document.