SafetyCulture
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Gestionar documentos de empresa

Aprenda a gestionar documentos de empresa a través de la aplicación web.

The Companies feature is currently in Early Access. If you're interested, go to the web app, select Empresas from your organization name on the lower-left corner, and click Get Early Access.

Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.

Qué necesitará

Create a document type

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Empresas.

  3. Select a company.

  4. Click Documentos tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Icono de configuraciónManage document types from the dropdown menu options.

  6. Click Icono PlusAdd document type.

  7. Enter a name for the document type and click Crear.

In the Documents tab, you can manage your company documents as JPEG/JPG, PNG, PDF, and DOCX files that are up to 50MB each.

Add a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Empresas.

  3. Select a company.

  4. Click Documentos tab in the company profile.

  5. Click Icono PlusAñadir un documento on the upper-right of the page, then select the document you want to upload.

Add a company document via the web app.

If you’re assigned as a company manager, you can add and update documents for your company.

Edit a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Empresas.

  3. Select a company.

  4. Click Documentos tab in the company profile.

  5. Click More vertical icon on the right-hand side of the document you want to edit and select Icono del lápizEditar from the dropdown menu options.

    Edit a company document via the web app.

  6. Edit the document accordingly.

  7. Click Guardar.

Archive a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Empresas.

  3. Select a company.

  4. Click Documentos tab in the company profile.

  5. Click More vertical icon on the right-hand side of the document you want to edit and select Storage iconArchivo from the dropdown menu options.

    Archive a company document via the web app.

Restore an archived company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Empresas.

  3. Select a company.

  4. Click Documentos tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Storage iconView archive from the dropdown menu options.

    View company document archive via the web app.

  6. Click More vertical icon on the right-hand side of the document you want to restore and select Arrow up from rectangle iconRestore document.

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