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Want to test out SafetyTek? Register for our free trial and see for yourself how SafetyTek can save you time and money by replacing your safety paperwork with digital forms that are accessed by any device, anywhere in the world.

 

By registering for the free trial on SafetyTek you will soon see how all of your safety forms are submitted directly to you through your news feed. Locate the form PDF files as they are automatically filed in their designated folders on the file system. You will also begin to see first hand how much time you save by not having to collect, transcribe, and file paperwork any longer.

SafetyTek - Digital OHS EHS management software

File Manager

Posted in Features , SafetyBlog October 03, 2016

[vc_row][vc_column][vc_column_text]We have overhauled the 2.0 form builder to allow for much more customizability and ease of use. We did this by allowing you to create your own custom folders to fit your business. Folders have download option to take groups of files off of SafetyTek and onto your computer. We can upload files to the file manager as well and have also included drag and drop functions so that you can move and organize files as you see fit. We have also included a full search function to the File Manager as well so you can quickly access your Folders with a simple search[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]To get to the File Manager just click the File Manager tab from the Navigation bar. This will show you all of your file folders.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="3055" img_size="large"][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_single_image image="3057" img_size="large"][/vc_column][vc_column width="1/2"][vc_column_text]To add a new Folder click the Green+ button in the top right corner. This will display a drop down menu for you to enter the Folder name and hit Create.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]To Upload files to the File Manager click the Grey button beside the Green+ button. Drag and drop your files or click the Browse button to access your computer to upload files.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="3058" img_size="large"][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_single_image image="3060" img_size="large"][/vc_column][vc_column width="1/2"][vc_column_text]Click on a File Folder to view the subfolders within until you reach your files. These files will be separated into whichever folders you have created for the forms to go into upon submission. If no custom folder is created, forms will go to a monthly default folder.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]Each submitted form is in PDF format, they are titled by the Site,Crew and what the form was. Click the file to view the PDF. Each PDF come with a cover page with your logo and the information of the form.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="3062" img_size="large"][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_single_image image="3064" img_size="large"][/vc_column][vc_column width="1/2"][vc_column_text]To download a file or folder click the box assigned to that file or folder. This will highlight the file or folder Orange and the options along the top will change when the box is selected. These new options are to Trash or Download. Click the download to download this file or folder to your computer.[/vc_column_text][/vc_column][/vc_row]

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