Managing Supporting Documents

Adding a New Supporting Document

To add a new supporting document, hover over the New Supporting Document button and choose ‘Upload a new document’

On the next page, select the file you wish to upload and give it a title. The title of the file will be used in your safety plan table of contents and in your export.

Duplicating an Existing Document.

Click the ‘Duplicate existing documents’ option to bring up the list of projects within your account. Use the filter boxes to choose the project you want to duplicate from or search for the document title.

Template Supporting Documents

Access your team's library of supporting documents and add them to your safety plan using the search and select fields. 

Reordering & Deleting Supporting Documents

The Supporting Documents management screen allows you to delete supporting documents by clicking the red cross icon.

Your supporting documents can also be dragged into the order you want them to be exported in.

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