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Tobren Operations Docs

Documents

The document library is one place for the paperwork an audit asks for: insurance certificates, Part 107 certificates, medicals, training records, waivers, registrations and manuals. Find it under Documents in the nav.

Uploading a document

Section titled “Uploading a document”

Upload a PDF, JPEG, PNG or WebP, up to 50 MB per file, and give it:

  • A display name.
  • A document type — Insurance, Part 107 Certificate, Medical, Training Certificate, Waiver / Authorization, Registration, Manual, or Other.
  • An optional expiry date.

The type is what the document is, recorded separately from what it’s attached to — so the product can answer “which crew are missing a current medical” rather than guessing from a filename. When you upload from a crew member’s page the type pre-selects to something crew-shaped, and you can always change it before saving.

Other is a deliberate backstop, not a failure: a document that genuinely doesn’t fit a category is better filed honestly as Other than mis-typed.

What a document attaches to

Section titled “What a document attaches to”

A document is attached to a record:

  • an aircraft
  • a crew member
  • your organization
  • a maintenance log — the receipt or sign-off for a service event
  • a flight log

You upload from the record itself: an aircraft’s Documents tab, a crew member’s Documents tab, Settings → Organization documents for organization-wide paperwork, the receipt field on a maintenance service entry, or a flight log’s attachments. The library itself is read-only — it is where you find, open and sort documents, not where you add them. (A document attached to a client appears in the library, but there is no client Documents tab to upload from.) Uploading needs at least the Member role.

Expiry tracking

Section titled “Expiry tracking”

A document with an expiry date carries a status: OK, Expiring soon (within 30 days), or Expired. The library shows how long is left at a glance, and expiring or expired documents raise alerts. A document whose name contains “insurance” raises an insurance-expiry alert; every other expiring document raises a document-expiry alert.

This is the part that earns the library its keep: nobody discovers a lapsed insurance certificate on the morning of the job.

Finding a document

Section titled “Finding a document”

The library lists every document in the workspace with filters for:

  • What it’s attached to — aircraft, crew member, organization, maintenance log, client, or flight log.
  • Document type.
  • Expiry status — expired, expiring soon, OK, or no expiry on file.
  • Search by name.

Sort by newest first, name A–Z, or expires soonest — the last one is the useful view before an audit.

Storage

Section titled “Storage”

Uploads count against your plan’s storage allowance. Uploading the identical file twice doesn’t consume it twice.

Removing a document from a record needs the Admin role.

What’s next

Section titled “What’s next”