Adding Company Documents

1. Company documents is a place you can store any folders or files you would like your users to have access to through their SafetyLoop accounts. 

2. From your SafetyLoop account, click the “Documents” tab in the sidebar.

3. Then click “Company Documents”. 

4. This will bring you to your documents page. You can create a folder by clicking the “+ Create Folder” button.

5. Next you will give the folder a name, description (if applicable), expiry date (if applicable), and mark it as visible to HSMS (visible to your users). Once you have completed this info you can click “CREATE”.

a. Once an expiry date has passed, the file or folder will show in red and be marked as expired. 

6. To upload files to your new folder, click on the folder.

7. This will open the folder, from here you can click the "Upload” button to upload files into your folder OR you can click the “Bulk Upload” button to drag an entire folder or file(s) into your SafetyLoop document folder.

• You can also bulk upload entire folders using the “Bulk Upload” button instead of manually creating a folder. From your main document page click the “Bulk Upload” button then drag your files/folders into the upload box. 

• To organize existing documents, you can drag and drop files/folders into one another.

• To edit, delete, or create a link to a folder, click the icons next to the desired folder.