Document Sealing Requirements in Part3

This guide walks you through how to upload sealed documents to Part3 while maintaining their encryption 🚀! This ensures your documents remain secure and compliant based on your practice requirements.

By following these steps, you’ll be able to fully leverage Part3’s features—like document creation and issuance—while also meeting provincial requirements for sealing documents.

Watch: Video Walkthrough

Step 1: Enable Digital Sealing in your Settings

To get started, you must enable digital sealing in your project settings.

1. Go to Settings > Advanced Settings >Toggle on 'Enable Digital Sealing'

✅ How To Seal & Issue Documents (PC, SI, CD, CO)

The below instructions applies to a Proposed Change (PC) workflow. The concept is the same for the following documents as well. While the UI will look a little different, the steps are the same.

• Proposed Changes (PC)
• Supplemental Instruction (SI)
• Change Directive (CD)
• Change Order (CO)

Steps to Create:

1. Navigate to your PC document. (If you haven't created a PC yet, follow this help guide to learn how!)
2. Attach your sealed document to the PC, by selecting the + next to the blue 'seal' button.

3. Now finalize your document by adding all other standard information. Once you're ready to issue, it's time to export the cover page from Part3, in order to seal it externally, and upload again.
4. Download the cover page: Do this by clicking the blue 'seal' button, which will automatically download the cover page for you. You'll see a pop-up that shows what date the cover page was downloaded.
5. Seal the downloaded cover page outside of Part3!
6. Upload the sealed document: Do this by selecting 'seal' and 'upload sealed PC".

7. Now your sealed cover page is attached to your PC! You'll see that the PC has been 'digitally sealed' with the blue pill next to the document name (see below).

8. Issue the document as usual by selecting 'issue' in the top right of the document.
9. Download the document: by selecting 'download' in the top right of the document. You will now have a 'PDF Package' which includes a cover sheet, and separate files that maintains the PDF encryption.

📋 How To Seal & Issue Certificates

The below instructions apply specifically to certificate workflows. Once a certificate has been created, the entire document must be exported from Part3 and then sealed externally. This is a bit different from the above document types—where only the cover pages are sealed outside of Part3. For certificates, sealing the full document package is required to meet compliance standards.

1. Navigate to your certificate. (If you haven't created a certificate yet, follow this help guide to learn how!)
2. Once you're ready to issue, it's time to export the certificate from Part3 by downloading, in order to seal it externally, and upload again.
3. Download the document: Do this by clicking the blue 'seal' button, followed by 'download' to download the document for digital sealing outside of Part3.
4. Seal the downloaded document outside of Part3!
5. Upload the sealed document: Do this by selecting 'seal' and 'upload sealed document'.
6. Now your sealed document is included in Part3! You'll see that the document has been 'digitally sealed' with the blue pill next to the document name (see below).

1. Issue the document as usual by selecting 'issue' in the top right of the PC.
2. Download the document: by selecting 'download' in the top right of the PC. You will now have a 'PDF Package' which includes a cover sheet, and separate files that maintains the PDF encryption.

📋 How To Seal & Issue Field Reports

The below instructions apply specifically to field reports workflows. Once a certificate has been created, the entire document must be exported from Part3 and then sealed externally (this is the same process as the above certificates flow).

1. Navigate to your field report. (If you haven't created a certificate yet, follow this help guide to learn how!)
2. Once you're ready to issue, it's time to export the report from Part3 by downloading, in order to seal it externally, and upload again.
3. Download the document: Do this by clicking the blue 'seal' button, followed by 'generate and download report' to download the document for digital sealing outside of Part3.
4. Seal the downloaded document outside of Part3!
5. Upload the sealed document: Do this by selecting 'seal' and 'upload report'.
6. Now your sealed document is included in Part3! You'll see that the document has been 'digitally sealed' with the blue pill next to the document name (see below).

7. Issue the document as usual by selecting 'distribute report' in the top right of the document.
8. Download the document: by selecting 'download' in the top right of the document. You will now have a 'PDF Package' which includes a cover sheet, and separate files that maintains the PDF encryption.