Step 1: Access Documents
Log in to your BuildPass account.
Find the "Documents" section in the dashboard or menu.
Step 2: Understand Categories
There are three main categories of documents:
Project Documents – Uploaded for a specific project and only visible within the context of that job.
Company Documents – Available for anyone with access to the company.
Other Documents – Submitted by Workers and Companies that are not JSA, Insurances, Certifications, or SDS.
Step 3: Upload Documents
Press the "Upload Documents" button.
Drag and drop the file(s) you wish to add.
Assign a "Document Type" to help categorize documents when viewed by workers.
Step 4: Manage Accessibility
To grant access to workers, click on a document.
Click "Edit" and select "Make available to workers."
To restrict access, deselect the option.
Step 5: Set Up Folders
Press "Create Folder" to add a new folder.
Select the documents you wish to move into a specific folder.
Press "Move" and choose the destination folder.