1. Uploading a Document
Version 2 | Revised 7/5/2018
SMS Document Upload

2. The first document to upload is the Safety Policy Statement.
Insert the name and title of the signer into your Safety Policy Statement.
Transfer your Safety Policy Statement to company letterhead.
After signing, scan the document to your computer.
Upload the scan of the signed statement to your SMS Dashboard.
If you are unable to scan the signed document, file it in a safe location and upload an unsigned version. Include in the uploaded document a reference to the location of the signed copy.
Version 2 | Revised 7/5/2018
SMS Document Upload

3. Upload your company documents by clicking the Policy/Documents on the top menu of the Dashboard.
Click on Policy/Documents
On the Documents Screen, click on Upload New Document
Version 2 | Revised 7/5/2018
SMS Document Upload

4. Document Upload & Categories
Select the file you wish to upload
Enter a file name and description
Select a category for the file
Click Upload File
Select an authorization level – only users at or above that level will be able to access the document
From the Document Menu you can modify your categories by clicking Manage Categories
Version 2 | Revised 7/5/2018
SMS Document Upload

5. After uploading, the file will appear in your document list.
Click Download File to view the document
Version 2 | Revised 7/5/2018
SMS Document Upload

6. If you have any questions about your Safety Policy Statement or the uploading procedure, please contact SMS Support:
Version 2 | Revised 7/5/2018
SMS Document Upload