Uploading and managing documents

Notes:
  • You can't upload documents with a size more than 10 MB.
  • If your document is less than this but failing to upload, try reducing the size of your document.
  • If your document fails to upload, check that the name of the document doesn't have any special characters in the file's name.

Procedure

  1. On the top navigation menu, click and click Document Manager.
  2. Under the Options section, click Upload New Documents.
  3. Find the documents that you want to upload to Safeguard and drag and drop them all into the DROP HERE box.
  4. After you have dragged and dropped all the documents that you want to upload, close the pop-up window and click Refresh.

Follow-up tasks

  • To mark the document as mandatory, in the Actions column, click Require Read.
  • To remove a document, in the Actions column, click Remove Document.