Document Attachment Use-Cases in Genesis R&D Foods

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Document Attachment Use-Cases in Genesis R&D Foods

The Attachments feature is a valuable tool with a wide variety of applications. Because the file types and the number of attachments are not limited, you can tailor the usage to your needs. In this blog, we will cover the different use-cases for document attachments in Genesis R&D Foods.

Document Attachment Use-Cases

  1. Reports and Labels. You can store earlier versions of reports and labels to see the progression of your product modifications. This helps fulfill documentation requirements of labeling regulations and prepare for potential audits. Before making a change, export the recipe information (such as the spreadsheet report, Nutrition Facts Label, and the recipe file) and save them for version tracking.
  2. Supplier Spec Sheets. When you enter ingredient information from a supplier’s spec sheet, it’s good practice to keep a copy of the original document to refer back to.
  3. Certification of Analysis. Keep your Certification of Analysis (COA) documents directly connected to the corresponding record in Genesis.
  4. Product or Recipe Image Files. This is useful if you are creating a cookbook or a website with recipes, for example, and want to house both the recipe and its image in the same place.

How to Attach a Document

The process for attaching a file is the same concept regardless of which record type you’re using within Genesis. In this example, we will show you how to attach a file to a Recipe.

  1. With your Recipe open, click Edit Recipe.
  2. Select Attachments.
  3. Browse to select the file OR drag and drop the file into the window. It will look like this, with the name and upload date of the attached file:
  4. Double-click under the File Description column header to enter description.
  5. Click OK to close this window.
  6. Save your Recipe (or Ingredient, etc).
  7. Later, you can access this file by again selecting the Attachments window. Right-click on the file to delete the file, open the file (for example, an attached jpg will open in your browser), or download the file.
  8. You can attach as many files as you want to each record.

Watch the Tutorial!