How to Manage Documents

SteadyOn’s document module is a central store for your safety policies, procedures, safe work method statements (SWMS), safety data sheets (SDS), and other compliance documents.

Upload a document

1. Click Documents in the sidebar
2. Click Upload Document
3. Select the file from your device (PDF, Word, Excel, images, and other common formats)
4. Fill in the details:
   • Name — the document title (e.g., Emergency Evacuation Procedure)
   • Description — brief summary of what the document covers
   • Category — classify the document for easy filtering
5. Click Upload

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Document categories

Category	Use for
Policy	Company-wide safety policies
Procedure	Step-by-step procedures for tasks
SWMS	Safe Work Method Statements
SDS	Safety Data Sheets for chemicals
Certificate	Compliance certificates, licenses
Form	Blank forms and templates
Report	Completed inspection or audit reports
Other	Anything that does not fit above

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View a document

1. In the Documents list, click the document name
2. The document opens in a viewer directly in SteadyOn:
   • PDFs — display inline in the browser
   • Images — display inline
   • Other formats — a download prompt appears
3. You can also click Download to save a copy

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Upload a new version

When a document is updated (new revision of a procedure, renewed certificate, etc.):

1. Open the document
2. Click ⋯ → Upload New Version
3. Select the updated file
4. SteadyOn keeps the full version history — previous versions are preserved and downloadable

Version history is visible in the right panel of the document view, with the date and file size of each version.

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Edit document metadata

To update the name, description, or category:

1. Open the document
2. Click ⋯ → Edit
3. Update the fields and click Save

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Delete a document

1. Open the document
2. Click ⋯ → Delete
3. Confirm deletion

Note: Deletion is permanent. If you need to replace a document, use Upload New Version instead.

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Switch between list and card view

Use the view toggle buttons in the filter bar to switch between:

• List view — table with name, category, version, and date
• Card view — grouped by category, showing file previews