Import documents from the Community
Quickly access and add shared documents from the Community repository into your Job Docs workspace without needing to upload your own files.
Pre-requisite
- User must have the Safety Admin role (or Community Admin role for older accounts) to perform the import action.
- Go to the Job Docs dashboard.
- Click the blue Actions button in the top right corner.
- Select Import from Community.
The Community Documents list will open, displaying available documents. - Search or scroll to find the document(s) you want to import.
- Click Next.
- On the next screen (mandatory step):
- Use the Job dropdown to select the job where the document will be imported. This step is required.
- (Optional) Enter tags in the Tags field to help organize or filter the document later.
- Click Import to add the document to your Job Docs list.
- Open the Job Docs dashboard
- Tap the blue Actions button at the bottom.
- Select Import from Community.
You’ll see a list of available documents from the Community repository. - Search or scroll to find the document(s) you want to import.
- Tap Next.
- Select or add a tag in the Tags field (optional).
- Tap Import to complete the process.
⚠️ Notes
- Tags are optional, but make it easier to filter and find imported documents.
- Imported documents are linked from the Community repository and will appear under the selected job.
JD-004