Navigate the platform

Modified on Wed, 13 May at 10:12 AM

ProductIP helps you to create, manage and share all compliance evidence for your products in one place. Each tab and button has a specific function and provides valuable information. Below is an overview of each section to help you efficiently navigate the platform.


Feature access

Your view might be limited due to set user rights and/or your subscription plan.


Before you begin

No preparation needed


Video instructions
A short step-by-step guide will follow soon!


Steps

Log in to the ProductIP platform. You are automatically directed to the Technical Files section.

Navigate the upper row sections from left to right:

Item/Tab

Icon

Description

Your company logo

 

You can place your own company logo here. See Set up your company logo

Technical files (highlighter with an orange stripe to indicate you are in this section)

An overview of your technical files. See Navigate your technical files

Requirements lists

Only available to Professional and Enterprise plans. You can download and clone existing requirement lists or create new requirement lists that apply to your products. 

Suppliers

You can manage supplier performance by creating supplier profiles. See Create a supplier profile

Requests

An overview of all pending and declined document requests and technical files requests and open issues related to these technical files. This section is only visible when there are active requests.

Tasks

An overview of all tasks sorted per technical file.

Invites

An overview of all the document requests and Verifeyer forms that have been sent out in your company account.

Shares

An overview of all technical files that have been shared from your company account including the last status. 

Reports

You can generate operational reports (such as a list of technical files in your account, a list document categories and their compliance risk or a list of expired documents in technical files), as well as (supplier) performance reports.

Dashboard

Only available to Professional and Enterprise plans. This provides an insight into critical metrics such as risks, supplier performance and operational progress in your productIP account.

Knowledge center

You can search for information on product categories, specific requirements and resources.

Commercial plan

A black and white image of a shopping cart

AI-generated content may be incorrect.

Essential subscription users can see available credits and buy more credits here.

Platform updates

Overview of all published platform updates. Blue icon including a number refers to the number of updates you have yet to read.

Account

You can Log in and switch accounts or Change the platform language

Account settings

You can make changes to your profile, company account, regulatory settings, the address book or set notifications.

Help for this pageLists the relevant support articles for this page.
ProductIPediaLinks to our dedicate page on product compliance resources.

 


Tips and best practices

  • Click on the different tabs and buttons to familiarise yourself with the platform.
  • Use the links in this resource or the Help for this page button to learn more about all functionalities of our platform.


Troubleshooting

  • I don't see the mentioned tab or button

Please check with your company administrator to ensure you have the correct user rights. Essential and Advanced subscriptions do not include access to all functionalities. Contact our sales team to discuss your subscription plan.


Still having issues? Contact ProductIP via helpdesk@productip.com.


FAQ

  • Can I access Technical Files on all plans?
    Yes, but some features like Requirements lists and Dashboard are limited to Professional and Enterprise plans.

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