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Documents
Uploading, organising and sharing documents.
10 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Acknowledging a document (signature)How to acknowledge a document you've been asked to review, including adding a comment and signature.All usersBrowsing, searching & previewing the document libraryHow to browse folders, search for a document, and preview a file without downloading it.All usersBulk downloading files & assigning tasks against documentsHow to bulk download multiple documents as a single archive, and how to assign a task against a document.AdminsDocument approval, re-approval & rejectionHow an approver reviews a document and approves, rejects, or requests it be reassigned to a different approver.All usersDocument lifecycle explained (draft → approved → reviewed)A plain explanation of how a document moves from draft to approved and how ongoing reviews fit in.All usersDocument reviews & version controlHow periodic document reviews work, the difference between uploading a new version vs. the same version, and what happens to acknowledgements.All usersDocuments FAQ & troubleshootingAnswers to common questions about document visibility, previews, and downloads.All usersEditing, moving & deleting documentsHow to edit a document's details, move it or a folder, and delete documents individually or in bulk.AdminsRequesting & tracking document acknowledgementsHow to request that employees, groups, or workplaces acknowledge a document, and track who has and hasn't.AdminsUploading documents, folders & linksHow to add a new folder, upload one or more files, or add a link, and set an acknowledgement requirement at upload time.Admins
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