🏢 How to Add & Remove a Document to a Site

Attaching documents to specific sites in Take5™️ Connect helps ensure all workers, contractors, and visitors have access to the most up-to-date safety plans, procedures, and site-specific requirements. This guide will walk you through how to upload and manage documents within an individual site.

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Step 1: 📍 Navigate to the Site

1. From the main dashboard, go to Sites in the left-hand menu.
2. Click Sites, then select the specific site you want to upload a document to.

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Step 2: 📂 Access the Documents Tab

1. Once inside the selected site’s profile, click on the Documents tab.
2. Here, you’ll see any previously uploaded documents for this site.

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Step 3: 📤 Upload a Document

1. Click Add Folder to begin uploading a new file.
2. Complete the Add Folder questions:
   • Document Title: Give the document a clear, recognizable name.
   • Type: Select the type of document (e.g. certificate, manual etc.).
   • Number: The number associated with the document
   • Add File: Choose the file from your computer (PDF, DOCX, JPEG, etc.).
   • Expiry Date (optional): Set an expiration date if the document needs to be reviewed or updated periodically.
3. Click Save to upload the document to the site.

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Step 4: 👁️ Viewing and Managing Documents

After uploading, you can:

• View: Click on the document name to open it.
• Edit Details: Click the edit icon to update the title, category, or expiry date.
• Delete: Remove outdated or incorrect documents.

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Step 5: 🔗 Visibility to Users

Documents uploaded to a site are automatically visible to:

• Workers and contractors who are assigned to that site
• Users signing in via the Kiosk, Mobile App, or QR Code Check-In
• Admins and managers for quick compliance checks

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❓ Troubleshooting

• File not uploading? Make sure the file size and type are supported.
• Can’t find your document? Use the Search or Filter by Category tools in the Documents tab.
• Missing categories? Your admin may need to configure document categories in the system settings.

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📞 Need Help?

If you run into any issues while uploading or managing documents, reach out to our support team:

• Email: support@take5connect.com
• Phone (NZ): 0800 582 535