Viewing / Sharing a Site Document

Viewing

All users can view site documents (eg policies, risk assessments) by selecting the Documents tab from the Site Inbox.

(note - the Documents tab on My Dashboard will only show the employee's own documents)

From this page you can either use the search bar or go into folders to find the document of interest:

You can select 'View' to preview the document in system (if it is a pdf, image file or video) or download to save it to your device

Sharing / Directing Users to a Particular Document

Important

1. Do not link to the end file (that you see when you click on view) as the web address changes every minute for security reasons so users will get an error if they follow your link.

2. Do not share links to the manage view of documents as non managers will get an access error.

3. If you have multiple sites, do not share a link to the client level document as users that don't have this level of access will get an access error.

If you want to direct someone to a particular file you can put in a search query that returns only the file you are interested in eg:

You can now share the web address of that page as the users will effectively be rerunning the same search query. If you have multiple sites make sure you are on the site that the user has access to.

A future planned feature will give a single sharable link directly to the file that can be accessed by all users.