How to upload a new file in File Manager

How to upload a new file in File Manager

File manager is a document storage space accessible via your Rapid package. 

In File Manager, you may upload documents and guides for your employees, contractors and trainees. 

Once the file(s) has been uploaded, you can configure it to display as a resource in the Contractor Registration email and Resources section in the Contractor Portal & Trainee Portal. 

The below instructions outline how to upload a document and add it as a resource for users to access within their portals and/or attach it to the Request to Register email for companies.

  1. Under “Settings”, locate “File Manager”. 

  2. Create a new folder, or use an existing folder, and upload the chosen file:

  3. Configure the file as desired.

Adding the document as a resource

  • Selecting the relevant sites and personnel types will trigger the file to display as a resource in the respective Trainee & Contractor Portals.

Adding the document to the ‘Request to Register’ email for contractors

  • Activating “Request to register” setting will link the file to the Contractor Registration email so new contractors may download it.

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