How To Rename And Organise Documents With HASpod header image

21st March, 2018

How To Rename And Organise Documents With HASpod

This guide works best with the Documents and Pro membership plans, which include ongoing storage of your edits.

To create a health and safety document, you need a HASpod account. You can either create one when ordering a document, or join with one of our membership plans (we even have a free plan if you want to try out HASpod and create a free document).

Log in

There are a couple of steps we need to take before we can organise your edits. You need to be logged in to your account, and you need to have created some documents.

Once you have some document edits on your account we can go ahead and organise them.

Go to the documents

When you log in you will see your user dashboard. Right now we want to access the Documents service, so click the Documents button on your user dashboard.

haspod user dashboard

Go to your edits

Now we are in the documents area, you can click Edits from the top menu to see all the edits you have created.

haspod document edits

Edits are the health and safety documents you have created and edited. Edits are your versions of documents, where you have added your project details and made changes.

By default, your edits will be saved with the same name as the template you created them from. For example, if you created a document from the manual handling risk assessment template, your edit will be called manual handling risk assessment.

But what if you need to create a number of manual handling risk assessments, for different tasks or projects? How will you know which one is which?

You could click on each one and check the content, or you could make your life easier by renaming your edits.

Rename an edit

Renaming an edit is quick and simple. You can do it right from the edits page.

Click the icon on the edit.

haspod edit icons

Tip: If you are on a computer, hover your mouse over the edit to see the edit icons.

Now you can rename your edit.

haspod edit rename

Organise your edits

You can rename your edit whatever you like. We recommend adding the project name so you can easily search for all the documents relating to a project.

haspod documents organise

Great, renaming and organising your edits will make it easy to find what you need and keep your documents in order.

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