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Tools>Documents Explained

The documents tool is a storage area with an export function.

Important feature: All firmware versions can be stored under documents. Ensure that the latest firmware versions are always uploaded to your system.

Overview At TOOLS>DOCUMENTS, the user can
- add/upload new files and documents
- download existing files and documents to a location on the PC and
- delete files.
Documents that can be handled are e. g.:
- Device- and Measuring- documents, datasheets etc.
- Reports (many types but also not RMS generated documents)
- FW files
Tools_documents_overview
New document - By clicking on New, the user chose a file in the filesystem, defines the document type, selects a related device or measuring point and can add still an individual description.
tools_documents_New1
Tools_documents_New
Load document - By clicking Load, the user can download an existing document. Please chose the document and click on Load.
tools_documents_load
Delete document - By clicking on Delete, the user can delete an existing document. Please chose the document and click on Delete.
tools_documents_delete
Review document - Documents can also be marked as reviewed. First mark the document to be reviewed. By clicking on Options>Review, the user can add a comment and confirm the review. Please note, that Option only appears if a document is marked.
tools_documents_option_review
If a document is reviewed, then a new document will be created with a new DOC-XX number and the title will be adapted: DOC-__Reviewed".
The reviewed document will be the original document with an additional page at the beginning with the following details:
- Document reviewed: The original DOC number.
- Number of pages reviewed: x/x.
- Name: Name of person that reviewed the document.
- Comment: The comment added.
- Date: Date and time that the document was reviewed.
- Signature: User signature.
At the bottom of the page, the user, signature and DOC number are adapted.
Filter function The filter available can be used to simplify the list of documents.
tools_documents_filterfunction
Update V2.8.0 Upload of calibration reports (pdf)
A calibration report/certificate (pdf), made outside of RMS, can now be uploaded and stored in RMS.
- Pls. click on Tools > documents > New
- Choose the pdf document
- Define the document type as Calibration report and
- Add a description (optional) and
- Click
upload_calibration_report
Update V2.8.0 Upload document - selectable document type
When uploading a document, the user should have the possibility to select the type of report is being added from a list of all report types.
Tools > Documentation > New ...
The following document types can be chosen:
system_documentation_New1

Updated: 18.11.2025