Looking to add PDF documents that are viewable in the app?
If you want to upload documents that stay in the system and can be accessed from the app at any time, you're in the right place. This article shows how to organize, manage, and upload Safety Docs.
Accessing Safety Documents
To access the Safety Documents section:
Login to your Admin account.
Click the Accounts tab at the top.
Select Safety Documents from left menu.
Building, Naming, and Modifying Folders
Creating a New Folder
Click the “Add New” (blue link) located in the first row of the Document Listing Table.
Select “Folder” as the document type.
Enter a name for the folder.
Click “Add” to create the folder.
Editing a Folder Name
Locate the folder in the document listing.
Click the “Edit” option on the far-right.
Enter the new folder name.
Click “Update” to save changes.
Modifying Content
Editing or Deleting Files
Open the folder containing the file you want to modify.
To edit a file:
Click the edit icon located to the right of the document.
Display Name: Update document name.
Visibility: Select to Show or Hide the document.
These options will determine if the document is visible from the mobile app.
Folder: Change location of the document.
Click Update so apply changes.
To delete a file:
Click the delete icon located to the right of the document.
Adding Files to an existing Safety Docs folder
Adding files follows the same process as creating a folder:
Click “Add New”.
Select “File” as the document type.
Click the Select button and locate the document(s) you want to upload.
A green confirmation will appear to the left of each document that is successfully ready to upload.
Click the Upload button to upload the document(s).
Note: You may need to scroll down if multiple documents are being uploaded.
Click “Close” to finalize the upload.
Download the Safety Docs Overview PDF here: