Upload a Document

Overview

To upload documents in HammerTech, you must have Administrator access. Permissions are as follows:

• Project Documents – Requires Project Admin access.
• Company-wide Documents – Requires Company Admin access.

As an admin, you can control user access to documents, including viewing and downloading permissions.

Instructions

Creating a Folder and Uploading a Document

Step 1: Log in to HammerTech

1. Log in to your HammerTech account.
2. From the Company Overview drop-down in the top right corner, select the required project.
3. Navigate to Documents > View.

Step 2: Create a Folder

1. Click the Options cog.
2. Select Create Folder.
3. Enter the folder name and click Create.   
   
   

Step 3: Upload a Document

1. Click the blue (+) button in the top right corner.   
   
   
   
   
2. Select the folder where the document should be stored (choose Root Folder if no folder is necessary).
3. Click Upload File to browse and select the file, or drag and drop the file into the upload area.
   • Note: Multiple documents can be uploaded at once using drag and drop.

Step 4: Set Document Permissions

1. Under Permissions, select who can access the document:
   • Public – The document will be available on the Public/Home Page, where workers go to register and complete inductions.
   • Internal (all users) – Access for all internal users, including Admins, Documents Only Users, Standard Users, and Employer Representatives.
   • Internal (specific roles) – Restricted access to selected internal user groups.
2. Select whether the document applies to:
   • Current project only – Accessible only by users with access to this project.
   • All projects – Available across all projects.

Renaming a Document

By default, the document title is set to the uploaded file name. To rename it:

1. Locate the document in the list.
2. Click the Options cog in the top right corner and select Edit.
3. Update the Title field.
4. Click Save Changes.

Important Notes

• Project Admins cannot create or edit folders.
• Ensure that document permissions are correctly configured to maintain security and access control.

If you require further assistance, please contact your system administrator or HammerTech support through the link here.