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GearDock

Guide · Source documents

Building a Source Document Library

Which documents to collect first, how to organize them, and why partial coverage is worth starting with.

Updated · 2 min read

Written For

Teams starting from a shared drive of unsorted PDFs, or from no document library at all.

You Will Finish With

A prioritized document collection that covers the products you most need to publish, and a rule for what never gets uploaded.

Document coverage is the single largest determinant of how fast a catalog can be completed, and it is almost always the constraint teams underestimate.

Collect in Order of Leverage

Not all documents are worth the same. A family brochure covering twelve model variants does more work than twelve individual datasheets, and a current specification sheet does more than a superseded service manual.

Document types by usefulness for product content
Document typeLeverageWhy
Family or range brochureHighestCovers many models at once with comparable specification tables.
Specification sheetHighDense, structured, and written to be quoted.
Instructions for useMediumAuthoritative but verbose; strong for compatibility and requirements.
Service manualMediumExcellent technical depth, often for a specific revision only.
Reseller summaryLowConvenient but frequently contains transcription errors.

Never Upload Documents Containing Patient Information

Service reports, work orders, and maintenance records frequently contain patient or facility data. GearDock is a product catalog system and is not intended for protected health information. Check before uploading anything generated by field service.

Record the Revision

Manufacturers revise specifications, and a specification from a superseded revision is one of the most common sources of a published error that nobody can explain afterwards.

Capturing the document date and revision when it is uploaded costs seconds. Reconstructing which revision a claim came from, two years later, is often impossible. That is the situation evidence lineage exists to prevent.

Partial Coverage Is a Valid Starting Point

Waiting for complete document coverage before beginning is the most common way this work stalls. A catalog where 40% of products have supporting documents can publish that 40% with full traceability while the rest is chased.

The practical sequence is to sort products by commercial priority, collect documents for the top segment, publish it, and let the visible gap report drive the next round of collection. Coverage improves fastest when it is pulled by publishing rather than pushed by an archiving project.

Private Beta

Run This Guide With Us

A pilot follows the same sequence on your own catalog, with the GearDock team present for the steps that need a judgment call.