From the Report Documents page you can upload new documents, replace existing ones, rename them, and delete ones you no longer need. Only .docx files are supported.
Uploading a New Document
From the Report Documents page, click the Upload files button in the top-right corner, or drag and drop a .docx file directly onto the page. The document will appear in the list and be included in future report output.
Editing an Existing Document
Documents cannot be edited directly in the app. To update an existing document:
- Click the ⋮ menu on the document row and select Download copy
- Edit the file in any application that supports
.docxfiles (e.g. Microsoft Word, Google Docs, LibreOffice) - Re-upload the edited file via the Upload files button or by dragging and dropping it onto the page
If the uploaded file has the same name as an existing document, you will be prompted to either Replace the existing file or Keep existing. Keeping the existing file skips that upload; it does not create another copy.
Renaming a Document
Click the ⋮ menu on the document row and select Rename. Enter the new name and save.
Deleting a Document
Click the ⋮ menu on the document row and select Delete. Deleted documents will no longer be included in report output.
System-Managed Documents
Some documents — such as Findings — are managed automatically by the software and cannot be replaced or deleted. These documents are labelled Auto-generated. Use Download copy to inspect the generated document; use an editable report page for changes to your branding or layout.