Create a register and process private records

Last updated

Availability depends on your plan or configuration

Example data

Register

EX-104

Private records

01 → 02

Assignment and review

Owner / Editor

What to do

1. Create a register with a permanent reference, then add its location and description. Mark each attribute you intend to show publicly. Choose manager-only access, all workspace members or named members for private records.

2. Save a draft, preview the public information, then publish. Choose the platform or an active custom domain when creating the register. Download the code or open a print template; updates keep the original scan address.

3. Submissions keep their original answers and field snapshot. Processing notes and decisions are separate dated events. Free managers can complete basic processing; paid review features add assignment, deadlines and an independent reviewer.

4. PNG, JPEG and PDF attachments are limited to 5 MB each and stay bound to their record. Authorized members can read them; a public submitter can read only their own receipt in the same browser. Export CSV for a selected period without exposing the complete register publicly.

5. Independent review requires at least two active members with suitable access. Pro includes the review feature, while team capacity is determined separately by the plan. A downgrade keeps records and export; available objects and schedules follow the remaining allowance.

6. No. A QR link can be copied or shared. Account identity and timestamps provide a useful record, but these workflows do not use GPS, facial recognition, biometric attendance or a legal signature service.

7. No. The published page contains only selected object attributes and the entry form. Record lists, processing notes and attachments require permission; visitor receipts are restricted to their original browser.

8. The platform keeps account-based audit events and publication history. It does not provide blockchain certification, qualified electronic signatures, inspection accreditation or automated compliance approval.

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