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Add files and folders to your ERP library

Upload files and create folders in your ERP library with a right-click, once H2Safety has granted the manage E-ERP permission.

Written by Phil Wheaton

Add files and folders to your ERP library

Electronic Emergency Response Plans (E-ERP) is client-managed: alongside the ERPs H2Safety maintains, you can upload your own documents, such as safety bulletins and HSE manuals, and build folders to hold them.

Before you start

Adding files or folders requires the manage E-ERP permission, granted by H2Safety. Without it, the upload options do nothing for you. Ask H2Safety or your system administrator to grant it, and see Understand roles and permissions.

Upload a file

  1. Right-click the folder where the file belongs. An upload dialog displays.

  2. Click to add a file from your device.

  3. Select the file and click Open.

  4. The file name appears in the dialog. Click Upload.

  5. A success message appears at the top right of the screen. The file now sits in the folder.

Create a folder

  1. Right-click the section of the library where the new folder belongs. A naming dialog pops up.

  2. Name the folder. You must name it before you can create it.

  3. Click Create. The folder appears, ready to hold files.

Keep in mind

Everything you upload is live for everyone with access to your library, immediately. Put files in the right folder the first time; moving content is not documented, and deleting it is permanent.

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