How to upload documents on the web app?

Creation date: 23/07/2024 10:51    Updated: 07/08/2024 15:59   document management download documents expiring documents fire certificate how to upload a document upload web app

Follow these steps to upload documents on the web app:

Step 1: Upload Headings Instructions:

Adding a New Document:

  1. Click "Documents".
  2. Click "Add New".
  3. Enter details:
    • Name
    • Category (if a certificate, choose "Fire Related Cert")
    • Type
    • Site
    • Expiry Date
  4. Choose file.
  5. Click "Add Document".

Step 2: Viewing Uploaded Documents:

  1. Under the "Uploads" heading in the left-hand column:
    • Click "Documents".
  2. You will see the following headings:
    • Name
    • Category
    • Fire Related Cert
    • Expiry Date
    • Upload Date
    • User
    • Site
    • (All the above headings can be filtered)

Traffic Light Colors Defining the Expiry Dates:

  • Red: Expired
  • Yellow: Expiring within 14 days
  • Green: Expiring after 30 days

Step 3: Downloading Documents:

  • Download documents individually or select multiple documents at once and download them into a zipped folder.

Step 4: Adding Users to Receive the Weekly Expiring Documents Report:

  1. Go to "Manage Site".
  2. Click "Edit" on the site.
  3. Go to the "Personnel" heading.
  4. Enable the "Weekly Expiring Document Report" box for each user.
  5. Click "Edit Site".

The weekly email will be sent out every Friday at 07:30.#