Adding and Editing Documents

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Before you can upload documents you will need to add them in.

Adding Documents

  • Select Documents - add\edit documents and categories from the top menu.
  • Select the add\edit document tab.
  • Click Add New Document.
  • At the bottom of the page fill out the Document name, Category, renewal frequency and tick any sites that need this certificate.
  • To save the document click the Add New Document button.

Editing Documents

  • Select Documents - add\edit documents and categories from the top menu.
  • Select the add\edit document tab.
  • Click on the pencil icon next to the document that you wish to edit.
  • At the bottom of the page make any changes and click the Update Document button.
  • Removing a site from the document will mean that site no longer requires that document.

Unassigned Documents

If you remove a document from all sites it will no longer show up in the list. In order to show any unassigned documents so that you can reassign them to sites tick the Show unassigned document tick box at the top of the page.