What Doc Assure does and how the Document Library is laid out

Doc Assure is where you upload compliance and handover documents and assure they're complete — matched to the right plot's checklist, with mandatory gaps surfaced.

How to use it

1. In the top navigation, click DocAssure. You land on the Documents screen — the Document Library.
2. Get oriented with the three panels:
   • Left — Search & Filter. "Which site, plot or document pack are you working on?" Toggle between By plot, By document and By deal, search, and expand a site to see its plots (each shows a completion %).
   • Centre — Document Checklist. Select a plot to see its checklist: every required document, grouped into packs, with what's present and what's missing.
   • Right — Document Library. Drop in new files to upload and auto-match, and search existing documents across all sites.
3. Click a plot on the left to load its checklist in the centre.

What happens next

The centre panel shows the selected plot's completion, mandatory-gap count and packs. The right panel switches to that plot's documents.

Common questions

Who can use Doc Assure?Developers and admins. The DocAssure navigation link is hidden from homeowners.

What's the difference between "By plot" and "By document"?By plot organises everything around each plot's checklist. By document lets you start from the documents and match them outward to plots.