Vessel document management
Find the right paperwork when you need it.
Keep vessel registration, insurance policies, surveys, and manuals with the boat they belong to. Record the dates that matter and pull up the current file when a marina, insurer, or yard asks for it.
Documents
What it covers.
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File documents by vessel and category
Record the issuer, document number, effective date, and expiration date where applicable. Attach the actual file so the record and paperwork are available together.
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See which documents need attention
The document register shows renewal status from the dates you enter. Flag required documents and review expiring records ahead of a trip or a renewal.
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Keep a history when paperwork changes
Record a renewal, attach the new copy, and keep earlier versions with the original record. Files are available through the private workspace according to the viewer’s access.
Example workflow
Example workflow · Renew a vessel document
Keep the old and new copies together so it’s easy to answer which version covered a particular date.
- Create the vessel document record and add its current expiration date and file.
- Review the renewal status in Vessel Documents or the workspace overview.
- Record the renewal, update the dates, and attach the replacement file.