Check a document before you send it
A short checklist to run through before a document goes to a customer, a buyer or an auditor.
3 min read
SpecIQ fills what you give it, so a quick review is worthwhile for anything that goes outside your company.
- Look at the preview. Scroll through every page on New document or on the document's page. Check page breaks and tables.
- Check the numbers. Values come from your product data. If something looks off, fix it on the product, not in the document.
- No blanks. Resolve any To finish this document values, and look for empty fields in the preview.
- Certifications and company details. Confirm the standards and signatory shown are the ones you intend.
- Dates. Set an expiry date if the document is time-limited.
- Save it. Use Save to documents so the document is linked to the product and has a version you can return to.
- Send the right link or file. If you shared a link earlier, send the link for the latest version, or download a fresh PDF.
Did not find what you need? Look in Troubleshooting or the FAQ.