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.

  1. Look at the preview. Scroll through every page on New document or on the document's page. Check page breaks and tables.
  2. Check the numbers. Values come from your product data. If something looks off, fix it on the product, not in the document.
  3. No blanks. Resolve any To finish this document values, and look for empty fields in the preview.
  4. Certifications and company details. Confirm the standards and signatory shown are the ones you intend.
  5. Dates. Set an expiry date if the document is time-limited.
  6. Save it. Use Save to documents so the document is linked to the product and has a version you can return to.
  7. 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.