Managing Documents in MyDocs

Posted: May. 12, 2021

Overview

Within your Safety Program on the InUnison platform is an area to store company specific documents called MyDocs. This area is designed for companies to store additional information pertinent to their operations that is not included as part of their Safety Program provided by InUnison.

Note: management of documents in MyDocs is only available to Manager and Admin users

Step 1

Log in to www.inunison.io and right click on “Safety Program” in the top menu.

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Step 2

Click on MyDocs within the Safety Program to access the document storage portal.

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Step 3

Click on Manage Documents to start the process to upload your document.

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Step 4

Click +Add Document.

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Step 5

A pop up window will appear with instructions to Drop your file or click onto the box to browse your computer for the file that you want to upload.

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Once you have uploaded your file, click Done.  You can upload multiple files at one time.

Step 6

You will now see your document listed in the MyDocs view.  Click Done.

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Step 7

If you want to change the name of your document, click Manage Documents.  A menu icon will appear to the right of your document name.

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Step 8

Select Edit document title from the drop down menu.

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Step 9

Amend the name of your document and click Accept.  Note: this edit will only change the display name.  The filename upon download will retain the original file name.

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Click Done when finished.

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Your document is now available to download by others in your organization.

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You have now successfully added and amended a document name in your MyDocs.

If you have any questions, comments, concerns or suggestions, please contact us. We want you to succeed and are here to help!


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