Viewing and Managing Documents in ZetaSafe
đĽ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
Documents in ZetaSafe can be viewed and managed from several areas depending on their scope â either channel or client level. From any document list, you can download, edit attributes, or delete documents using the quick action buttons provided.
Where to Access Documents
Channel Documents
Accessible from the Channel Management screen.
Client Documents
Accessible from either:
The Client Management screen (includes documents shared from the parent channel)
The Document Explorer in the Maintenance menu (displays all documents)
Documents are also accessible from:
Locations
Assets
Result Notes
Asset Notes
Location Notes
Quick Action Buttons
In all document list views, each document has three action buttons:
Button | Colour | Action |
Download | đ˘ Green | Download the document to your device |
Edit | đľ Blue | Edit the document's attributes |
Delete | đ´ Red | Delete the document from ZetaSafe |
Editing Document Attributes
You can edit certain attributes of a document directly in ZetaSafe, such as the title, description, folder, tags, or expiry date. However, the document content itself cannot be edited within ZetaSafe.
To edit the content of a document:
Download the document using the green button.
Open and edit it using the appropriate software (e.g. Word, Excel, OpenOffice).
Re-upload the updated file to ZetaSafe.
If you are replacing an existing document, uploading a new version will overwrite the original, helping to maintain version control. See Replacing a Document in ZetaSafe for more details.
Things to Keep in Mind
â ď¸ Documents Widget: When accessing a document via the Documents widget, you will have view access only. Document properties cannot be edited from the widget â navigate to the relevant document list to make changes.
Channel vs. client scope matters â ensure you are at the correct level when uploading or managing documents to avoid them appearing in the wrong area.
Shared documents from a parent channel are visible in the Client Management screen alongside client-level documents.
Deleting a document is permanent â always confirm before using the red delete button.