Documents allows you to upload and store important documents related to a site, making it easy to revisit key information whenever needed.

This is located in the site profile in Manage sites.

In this article, we'll cover the following on Documents in Manage sites:

Feature access for Documents

Click Add Document to create a new document.

You can click the dropdown arrow to view the contents of the document.

The pencil icon allows you to edit the document, while the trash can icon lets you delete it.

You can assign a title, set the effective and expiry dates, select the associated employee(s) or site(s), and apply one or more Tags to the document.

If you select an employee, the document will appear in the Documents section of their profile.

You can add the document details and use the formatting tools to customize it according to your needs.

You can highlight text and click the hyperlink option to add a hyperlink to the selected text.

You can right-click to copy an image, then right-click again to paste it into the Details section.

You can use Tags to categorized documents. For example, you may list site incidents under a Site incidents tag.

Tags are built in Settings > Branch features > Tags.

You can click Attach file to add a file to the document.

If you're using the 'Attach file' option in Documents, please review the File upload guidelines to ensure your files meet the required criteria for upload.

You can click 'Check File upload guidelines' to find out more information.

Files larger than 100MB cannot be uploaded. You'll need to reduce the file size before uploading.

You can upload a maximum of 5 attachments per document. Once 5 files have been uploaded, the 'Attach file' button will be disabled, preventing any further uploads. To upload additional files, please remove an existing attachment by clicking the 3 dots and selecting 'Delete' before adding new ones.

To ensure smooth uploading of files, please note that only certain file types are supported. The following file extensions are allowed:

Documents:

Spreadsheets:

Images:

Videos:

The following file formats are not supported and cannot be uploaded:

If you attempt to upload a file with any of the unsupported extension listed above, you will receive an error message. Please ensure your file has one of the supported extensions before uploading.

You can set levels of access to view Documents in Manage sites, allowing or restricting users' ability to use this feature.

These adjustments can be made in the relevant feature access groups under Manage sites module.

If you expand the Manage sites module using the dropdown arrow (to the left), you can find Documents and toggle the pencil to choose No access, View only or Full access.

For technical support, please contact Celayix Support.

For any issues related to your account or schedules, please reach out to your company's supervisor or scheduler.