Uploading and Editing Documents in ZetaSafe
đĽ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
Documents can be uploaded to ZetaSafe across multiple areas of the system, including channels, clients, locations, assets, and notes. The upload process is consistent regardless of where you are uploading from.
â ď¸ Location Users: Location-level users can only view client documents via Document Explorer. They do not have the ability to upload documents.
Before You Begin
Ensure your file is 300MB or under â files larger than this will need to be split into smaller uploads.
Check that sufficient storage space is available. If storage is full, an alert will be displayed explaining why the upload cannot proceed.
If uploading a zip file, decide in advance whether you want to upload it as-is or extract its contents (see below).
Uploading a Document
The process for uploading is the same across all sections of ZetaSafe:
Navigate to the relevant section (e.g. channel, client, location, asset, or note).
Click the Upload Document link.
Optional â Create a new folder: Click Add Folder, enter the desired folder name, and click Add. The folder will then be available as an upload destination.
Select your file and complete the document attributes (e.g. title, description).
Click Save to complete the upload.
Uploading Zip Files
Zip files can be uploaded to ZetaSafe in two ways:
Option | Description |
Upload as a Zip File | The zip file is uploaded directly as a single file, without extracting its contents |
Extract Files from Zip | The zip is uploaded and extracted, recreating the original folder structure and placing files into their respective folders in ZetaSafe |
Tip: Use the Extract option when uploading a batch of files that are already organised into folders â ZetaSafe will recreate that structure automatically.
Editing Documents
Document attributes (such as title and description) can be edited directly in ZetaSafe. However, the document content itself cannot be edited within the system.
To edit the content of a document:
Download the document using the green download button in the document list.
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 with a new version, refer to Replacing a Document in ZetaSafe to maintain version control.
Things to Keep in Mind
Documents widget access â clicking a document link from the Documents widget allows view access only. To edit document properties, navigate to the relevant document list.
Storage alerts â if an upload fails due to insufficient storage, contact your administrator to resolve the storage issue before retrying.
Folder creation is optional â you can upload directly to the root level without creating a folder if preferred.