Adding documents

This guide is intended for administrators who want to upload a document and share it with a group in the Admin panel.

1. Log in to the Admin panel

   • Access the Admin panel at admin.cosafe.com.

2. Navigate to the documents section

   • Click on the "Documents" tab in the left-hand menu.

note

If you don't see "Documents", you first need to select the Documents function. See our guide on managing your functions for instructions.

3. Select a group

   • Choose the group you want to share the document with.

4. Add a new document

   • Click on "Add" and select "Document".

5. Upload the document

   • Choose the PDF file from your computer.

6. Assign access

   • Select the group(s) that should have access to the document.

7. Share the document

   • Click "Share" to finalise.

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