The Docs & Files tab offers dedicated storage for all project documentation, including RAMS, contracts, certificates, datasheets, quotations, job instructions, and more. You can organise files into folders, restrict user access, and turn documents into signed records to improve project organisation and document management.
Folders Explained
Creating signed documents and organising files within your Onetrace account is easy by following these simple steps. Project documents each serve important, specialised purposes, from legally binding RAMS to supporting on-site team workflows.
Signed Docs and Files allow you to accurately categorise and manage your documents as required.
| Signed Docs | Files |
Example | RAMS, Health & Safety, Toolbox Talks. | Contracts, Product Data Sheets, Scope of Work etc. |
Benefits |
|
|
This guide will walk you through the necessary steps:
Creating a Folder for Your Files and Signed Docs
1. Log into your account at app.onetrace.com
2. Choose the Projects tab using the left navigation bar.
3. Click the Project to which you wish to add a Folder.
4. Select Docs & Files from the top bar.
5. Click the New Folder button.
✨ To create a folder for your Signed Docs and Files
➡️ Add the Name for your folder.
➡️ Click the Add Folder button.
✨ When creating a Folder for your Files you can customise the access permissions to control which users can view or edit the files within.
➡️ Choose either Private or Public based on your requirements from the dropdown menu..
Deleting or Renaming a Folder of Your Files and Signed Docs
1. Log into your account at app.onetrace.com
2. Choose the Projects tab using the left navigation bar.
3. Click the Project from which you wish to delete/rename a Folder.
4. Select Docs & Files from the top bar.
5. To Delete/Rename a folder, click the three dots next to the folder.
✨ To Delete a folder of your Signed Docs and Files.
➡️ Click the Delete Folder button from the dropdown menu.
➡️ Type 'DELETE' in the blank column.
➡️ Click the Confirm button.
✨ To Rename a folder of your Signed Docs and Files.
➡️ Click the Rename button from the dropdown menu.
➡️ Add the Name for your folder.
➡️ Click the Save Changes button.
This is the end of our how-to guide. You are now ready to create, delete and categorise your project-related folders and files to better manage them.
Need more help?
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