How to organise documents in folders

BRS keeps documents in two places:

• Files in the main menu — company, site group and standard documents.
• Folders in a site’s menu — that site’s documents (certificates, risk assessments, drawings).

Both work the same way.

Working with files

1. On Files, pick the Scope first: your company, a site group, or the Standard Files.

2. Open folders, search the area, and sort by Name, Modified or Size.

3. To upload, drag files onto the page (Drop files to upload here) or use Upload. New folder adds a folder.

4. Tick items to Download, Move or Delete them; use the icons on a row to rename, download or delete one.

5. Deleted files go to the Recycle bin for 30 days and can be restored.

Administrators can apply a standard folder template to add a profile’s folders to the area.

Folder profiles

Administration › Standards › Folders holds folder profiles: the sets of folders a site starts with when it is set up.

1. Pick a profile on the left, or Add profile (name and the company it belongs to). Copy takes an L8MS standard profile into your company to change.

2. On the right, Add a folder, add a folder inside another, rename (double-click) or delete. Up to 10 levels.