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Managing Supporting Documents

Supporting documents are files attached to your safety plan, such as site plans, insurance certificates, licences, training records or drawings. They're included with your plan when you export it. See What are Supporting Documents.

Adding a supporting document

On the safety plan page, scroll down to Supporting Documents and click + Create new. Then choose how to start:

The Create new Supporting Document window with three options

  • Create new supporting document: upload a file from your computer (see below).
  • Duplicate existing supporting document: copy a document from another plan in your team.
  • Template supporting document: import a document from your team's templates (see below).

Uploading a new document

The New Safety Plan Supporting Document form with Title, upload area, Add Review Date and Save & Finish numbered

  1. Title: give the document a clear name, for example "First Aid Certificate" or "Site Plan Rev C". This title appears in your plan's table of contents.
  2. Upload: click Click to upload, or drag and drop the file onto the box. You can upload Word (.doc, .docx), Excel (.xls, .xlsx), PDF, JPG, PNG and ZIP files, up to 10MB each.
  3. Add Review Date: turn on to set a date when the document should be checked again. Review documents at least every 12 months, and after an incident or a significant change to the activity they relate to.
  4. Click Save & Finish.

A progress bar shows the upload. When it reaches 100%, click Save & Finish. You'll see "Your safety plan supporting document has been created".

A document uploaded to 100%, ready to save

If you see "Please upload a supporting document", the file hasn't been added yet. Choose a file before you save.

Managing your documents

Your documents are listed under Supporting Documents on the safety plan page. Click View all to see them all.

The Supporting Documents list with Create new and the edit, duplicate and delete buttons numbered

  1. + Create new: add another document.
  2. Edit (pencil), duplicate (copy) or delete (bin) a document.

To change the order they export in, click View all and drag the documents into place.

Using template supporting documents

Your team admins can keep commonly used documents as templates, such as insurance certificates, company policies or induction packs.

The template import page with the template picker and Import button

  1. Choose Template supporting document.
  2. Under Select a Safety Plan Template to import from, choose a template, or All Template Safety Plan Supporting Documents to see everything.
  3. Tick the documents you want, then click Import.

If you see "No Template Safety Plan Supporting Documents available", your team hasn't added any yet. See Team Template Library.

Related: Exporting Supporting Documents