Downloading, Signing and Re-Uploading Documents

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Below are the steps for downloading, signing  and re-uploading a specific document so that document history is preserved

Downloading

  1. To access your company’s document library, click My SMS from the main menu bar.
  2. Click on the group that contains the document that you want to download. As an example Health and Safety Policy.
  3. Clicking the name of the document automatically downloads it.

Signing

  1. If you need to sign off the document you have two options
    1. You can digitally sign it by:
      • Open the downloaded file using Adobe Acrobat Reader.
      • Click Tools in the menu and Fill & Sign button. 
      • If this is your first time digitally signing a doc, click on sign and then on add signature. If you have a saved signature, you can use that.
      • Type or draw your name to create your signature.
      • Click on the newly created signature and drag & drop the signature to required location in the document.
      • Repeat if a date is needed.
      • Then, save the signed document.
    2. You can also work with a physical copy
      • Print a paper copy
      • Sign & date it
      • Scan as a PDF and save to your computer.

Re-Uploading

  1. You should then re-upload the signed document to preserve history. You can do that by:
    • Click “Edit” button in the row beside the document that you wish to update.
    • Click “Upload Document” > Select the Document > Upload all > Done.
    • Once uploaded, make sure to click “Save”. You’ll see the previous document under Document Upload History.