The Documents area gives your team one place to organise standard operating procedures, certificates, licences, policies, and other reference files. You can search the library, open a document type to review its attachments, download selected files, and—if you have editing access—keep the document details and attachments up to date.
Open the Documents area and select . The library is divided into two sections:
Select a row to open a document type and see its attached files.
The library shows the number of Files and the Last Updated date for each document type. If a section is empty, it explains what to add next—for example, create a document type in SOP's before uploading files.
The detail page also provides a link labelled SOP and Other Files to return to the library.
You need write access to edit document types or their attachments. If you have it, open the document and select Edit.
Changes to the document details and attachment names or descriptions are saved when you select Save changes.
On the document page, select Upload File, then:
You can also add attachments while editing by selecting Add New and then saving the changes.
To replace an existing attachment, open Edit, select Replace beside that attachment, choose the replacement file, and wait for the success confirmation. The replacement keeps the attachment entry but updates its file and file name.
To remove attachments while editing, select the remove control beside the attachment and then select Save changes. You can also select one or more attachments on the detail page and choose Delete. Deleting attachments is permanent.
Users with write access can create, edit, upload, replace, and delete documents. In the default permission setup, managers and administrators have write access; staff and foremen have view access. If the Edit or Upload File controls are missing, ask an administrator to review your access.
Yes. Choose Other Files for certificates, licences, policies, and similar material. These entries appear separately from SOP's.
Yes. Select multiple files through Add files. You can enter a separate description for each queued attachment.
Each file must be smaller than 250 MB. Files at or above 250 MB are skipped and are not queued for upload.
Yes. Select the attachments you need, choose Download, and the selected files are packaged into a ZIP file.
The document type and all of its attached documents are permanently removed. Confirm the deletion only when you no longer need any of its contents.
Your access may be view-only. Check whether Edit, Upload File, and delete controls are visible. If they are not, ask an administrator to grant write access.
Check the file size first. Files at or above 250 MB are skipped. Try a smaller file, then select Add files again. If you selected a file but removed it from the queued list, add it again before submitting.
Confirm that the file still exists on your device and that your connection is stable. Try uploading one file first. If it still fails, refresh the document page and try again; if the problem continues, contact your administrator.
The Upload control stays disabled until at least one file is queued. Select Add files, choose a file below the size limit, and check that it appears in the list before uploading.
Search both SOP's and Other Files. Try part of the document name or its Heading, clear any active filters, and check the spelling. If it still does not appear, ask a user with write access to confirm that it was created and saved.
Refresh the document page and reopen it. If the old attachment is still shown, try Replace again with a smaller file. If the problem continues, keep the original file and contact your administrator before deleting anything.