How do I upload a Document?

Documents can be uploaded to the Documents Module for either divisions or all users to be able to view. This can be useful for any company wide documents that everyone needs access to

Please note, it is typically only Administrators who have permission to upload Documents

To remove a category from the Documents module, sign in to RiskProof.

Click the Documents module in the left-hand navigation.

Click the View tab.

Click the Add Document button.

Complete the mandatory fields with the relevant information.

Within the Category section, you can either use the dropdown to select an existing category, or click the Add Category link to create a new one.

Once you have uploaded the file that you want to upload, you will need to click Assign to all locations or Only locations at the following divisions.

Click the Show all link to view all divisions. Click on each division that the document should be visible within.

Then click Add.

If you have uploaded a document but cannot see it, please read the Why can't I see a document that I have uploaded? article for assistance.