In Toovalu Impact, you can attach to your project the documents that support your approach: methodological note, flow mapping, mobilisation summary, reporting protocol, etc. They are grouped in the project's Documents tab, alongside the other modules (campaigns, entities, etc.), and can be linked to a campaign. You no longer need to store them outside the tool.
This feature is available for both Climate and CSR projects. For a Bilan Carbone®, it lets you keep with your project the deliverables required by the Bilan Carbone® V9 method.
Adding a document is for information only: documents can only be viewed from the project's Documents tab. They do not appear in the other modules (Collection, Analysis, etc.) and have no effect on your data or calculations.
Who can add documents?
The Documents tab sits with the project's other modules (campaigns, entities, etc.). It is available to users who can edit the project: Global Pilot, Partner and Project Pilot (for the projects assigned to them).
Which document types are available?
Each document is classified under one of the following types:
Document type | Example use |
Methodological note | Assumptions, scope and calculation choices for the project |
Flow mapping | Representation of physical flows and emission categories |
Mobilisation summary | Overview of the stakeholders involved in the process |
Reporting protocol | Data collection and consolidation rules, especially for a CSR or CSRD project |
Other documents | Any other supporting document useful for the project |
Add a document
In the relevant project, open the Documents tab.
Click Add a document. A side panel opens.
Drop your file in the area provided, or click Select a file.
In the Information section, fill in:
the document name (required);
the document type (required);
the campaign to link it to (optional: choose "No campaign" if the document concerns the project as a whole).
Click Continue the import. The document appears in the list.
Accepted formats: PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), OpenDocument (.odt, .ods, .odp), CSV, TXT, PNG and JPG. Each file must not exceed 20 MB. For security reasons, each file is scanned before it is saved.
View and download documents
The Documents list shows each document's name, type and campaign. Documents are sorted by campaign, then by name. Click Download to retrieve the file.
Delete a document
Open the "…" menu on the document's row, choose to delete it and confirm. Please note: deletion is permanent and the document cannot be recovered.
A few clarifications
Can collectors see the documents? No. Documents can only be accessed from the project's Documents tab. They do not appear in Collection or in the tool's other modules.
My file was rejected. Why? Check its format (see the list of accepted formats) and its size: it must not exceed 20 MB.
Can I change a document's name, type or campaign? No. Delete the document, then add it again with the correct information.
Can I add several documents of the same type? Yes. For example, you can add a methodological note for each campaign.
What happens to the documents if I delete the campaign? They are kept in the project, with no campaign linked. However, deleting the project also deletes its documents.