How Do I add Attachments?

Option 1: Within the Task (Attachments Section)

To upload documents, open the relevant task and scroll down to the Attachments section on the left. You can either drag and drop files directly into the designated area or click the "Select File" button to browse and choose your files manually.

Option 2: Documents & Attachments Tab (Safety Briefings Section)

Alternatively, you can upload documents under the Documents & Attachments tab, found in the middle of the screen beneath the Safety Briefings heading. Again, either drag and drop your files or use the upload button.

Documents such as Method Statements, COSHH sheets, and SOPs are common uploads. While Word documents (.docx) are preferred for auto-amendments and applying suggestions, PDFs can still be uploaded. However, keep in mind that PDFs won’t be editable within the platform, so any changes would need to be made in the original document before re-uploading.

Once uploaded, the platform processes the files, generates recommendations, and you can view, download, or amend them as needed.

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