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This guide shows how to store, organise, and manage health and safety documents in BrightSafe, including uploading files, setting permissions, and keeping records secure and compliant.
Document storage is essential for storing important documents - we have got you covered! See how you can securely store your documents on BrightSafe with unlimited cloud storage!
When you open up the documents section of BrightSafe you'll find two folders, the Company documents folder and the Health and safety hub. The Health and safety hub has all of your H&S document templates and more! We've added these to your account so that you have everything you need to make H&S management a breeze within your business.
Just click on any of the documents to download a copy to use within your business.
On BrightSafe, you will have the ability to create and manage your own folders.
To do this, simply click the 'New' button in the top right and select folder.
You can create folders in the documents section and in the company folder but not in the health and safety hub.
As well as the suite of H&S documents we've added to BrightSafe you can also upload and store any additional documentation you need to in the Company documents folder or any custom folder you create. Let's take a look at just how easy it is to upload documents to your account.
Once the documents have been uploaded, you will also have the ability to rename them on BrightSafe if needed.
Simple! You know all about uploading documents on BrightSafe, and don't worry if you need to delete a document, edit the category or change the site a document is assigned to you can always click the three dots to the right of the document you've uploaded and select 'Edit' or 'Delete'.
Once you have uploaded a document, you will be given the option to move the document if needed.
Simply select the box next to the document and click the move icon that appears to the right. This will allow you to move the document to your chosen folder, however, the health and safety hub folder is read only and documents cannot be moved here.
Or alternatively, simply drag the document and drop it in the desired folder, easy!