Document Storage (Up-Family)

Use this guide to store all your company-related documents inside of Up-Family. The Up-Family document storage is useful for storing documents associated with your company but may not relate to any specific job. You can use document storage for; Company procedures, safety reports and SWIMS templates or anything related to your whole company.

For instructions on how to attach documents to a specific job read Document Storage (Service-Up)

To store a company document, follow these instructions using Up-Family

Upload attachments

1. Select ‘Documents’ from the left-hand side menu
   
2. Next, select your company from the drop-down menu
   
   If this is the first time using document storage you may need to create a folder first. To do this, select ‘Create folder’ from the right-hand side and enter a name for that folder.
3. Scroll down and select ‘Browse’, select the document you wish to open and then select ‘Open’
   
   You will see a notification to indicate your document has been successfully attached.
   
   After your document has been uploaded you will be able to see the document listed along with details of when and who uploaded that document.

Edit Folder Name

1. To edit folder’s name click on Pencil icon next to Folder name.
2. Change folder’s name according to the files it contains and click on Submit button.

View attachments

You can download or delete documents using the action icons next to each document.

For instructions on how to attach documents to a Site Diary within Trade-Up read How to create a Site Diary entry via the web app