Introduction
The Site Documents uploader allows users to upload a range of document types for easy storage and access. When uploading documents, users can choose to merge multiple files into a single ZIP file. This uploader ensures the user who uploads the document is set as the default owner. Additionally, uploaded documents are set to be hidden from contractors by default, ensuring that sensitive or private information is not visible to external parties.
To upload a Site Document, follow these steps:
1. Log in and navigate to Sites > Sites.
2. Select View Site to enter the site details.
3. In the Site Documents section, select Upload File.
4. Choose the Site Name for your document upload. Then, drag and drop the file or upload the document from your computer, and select Continue. Next, enter the Category, Expiry Date, Version Number, and Document Owner, then select Save & Continue.
The default Document Owner is the person uploading the document.
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5. If you decide to add more restrictions to the uploaded document, select Show Details in the second step of the upload page.
You can apply the following restrictions:
Hide the document from Contractors
Display the document when signing in via Live Access
Restrict visibility to a specific staff category
