In this release, you can now:
- Upload, organize and sort documents easily with folders, tags, and bookmarks
- Set up “View” or “Edit” access levels for files and folders. Access can be assigned to users and groups
- Manage version control and maintain a history of changes made to each file
- Bookmark files for offline access
- Import documents from a third-party tool (such as Sharepoint) via API integration
What you’ll love about this new functionality
The new Documents feature brings business-critical operational, safety, and regulatory information directly within the SafetyCulture app. Now your teams can instantly access SOPs or guides while they work, eliminating app-switching and keeping workflows smooth.
Key benefits:
- Centralized document management - Store, organize, update and share all your documents in one place — ensuring teams always have the latest version.
- Easily manage access privileges - Protect sensitive files like SOPs, contracts, and compliance records by controlling who can see or edit documents.
- Access anytime, anywhere - Give teams instant access to important documents — whether on-site, online, in the field, or offline.
- Maintain one source of truth [Premium & Enterprise users] - Import Sharepoint and Dropbox documents via API integration, eliminating the need to maintain files and access across multiple apps.
How to get started with the new release
Documents is currently in Early Access, to gain access contact our Support Team or your dedicated Customer Success Manager.
To learn more about Documents, read our support articles here.