Upload a document
The Documents module is your central library for safety-related documents — policies, procedures, SDS sheets, evacuation plans, certificates of compliance.
- From the sidebar, open Documents.
- Click + Document.
- Fill in:
- Title — what the document is.
- Description — what it’s for, who needs it.
- Category — pick from the lookup (Policy, Procedure, SDS, etc.). Add new categories under Organisation Settings → Configuration → Lookups.
- Tags — optional free-text tags for cross-cutting search.
- File — drop or pick the file to upload. Most common formats work: PDF, DOCX, JPG, PNG.
- Save.
The document appears in the list. Open it and you’ll see a header with the title, category, and download link. The kebab menu has Download, Edit, and Delete actions.
Picking categories
Section titled “Picking categories”Sensible defaults:
- Policy — high-level commitments (Health & Safety Policy, Bullying & Harassment Policy).
- Procedure — step-by-step how-tos (Lockout/Tagout, Hot Work Permit).
- SDS — Safety Data Sheets for chemicals.
- Form / Template — blank forms (incident report forms, induction checklists).
- Certificate / Compliance — external certificates (electrical warrant, building WoF).
- Diagram / Plan — site maps, evacuation diagrams.
Linking documents to other entities
Section titled “Linking documents to other entities”Documents aren’t stranded. Open a hazard, incident, action, or inspection’s Related tab and add the document to it. This makes the SDS findable from the chemical-handling hazard, the evacuation plan findable from the fire-related inspection template, and so on.