Configure Documentation Requirements
Set up the documentation rules that control what's required for each repair. These settings determine what appears in the Checklist and what must be complete before a repair can be submitted for review.
Before you start: You need the Organization Leader or Admin role to access Settings.
Access documentation settings
- Click Settings in the sidebar (the gear icon).
-
Click the Documents tab. You'll see five sub-tabs for different types of documentation rules.
[Screenshot: Settings page showing the Documents tab with sub-tabs]
Required Documents
- Click the Required Docs sub-tab.
- Add a new required document by clicking Add.
-
Enter a label (e.g., "VIN Tag Photo"), choose the type (image, video, or document), and optionally specify a file extension.
[Screenshot: Required Documents tab showing list of configured requirements]
- Toggle Enabled to activate or deactivate the requirement.
Required Documents appear in every repair's Checklist. The repair planner must upload matching files to satisfy them.
Required Links
- Click the Required Links sub-tab.
- Create rules that require specific documentation to be linked to specific line items.
-
Configure each rule with a label, match text, document type, estimating system, operation, and optionally a code.
[Screenshot: Required Links tab showing configured linking rules]
- You can also limit rules to specific locations.
Required Links appear in the Checklist and require the repair planner to link specific evidence to specific line items.
Auto Link
- Click the Auto Link sub-tab.
- Set up automated rules that match evidence to line items by text patterns.
- Configure each rule with a match line (text to match against), evidence label, estimating system, and operation.
Auto Link reduces manual work by automatically connecting documentation to matching line items.
Standard Documents
- Click the Standard Docs sub-tab.
- Add org-wide documents that automatically attach to every repair (e.g., standard procedures, terms, disclaimers).
- Upload the document file and set its label, location scope, and visibility (public or private).
Pre-hidden Documents
- Click the Pre-hidden Docs sub-tab.
- Configure document types that are automatically hidden from certain views by default.
Important: Changes to these settings affect the Checklist on all future repairs. The Checklist is what determines whether a repair planner can submit a repair for review (the "Send to Review" button is disabled until all requirements are met).
What's next?
Learn how to manage your repair shop locations.