Welcome to Safelink - The basics

Welcome to Safelink! This guidance document will teach you the basics. Note that your workspace may look a little different depending on which type of workspace you are using and which apps have been enabled by your workspace admin. We hope you enjoy using the system and find the following information helpful.

How to View a Document in your Workspace

This is your workspace homepage. To view the documents and folders in this workspace, click on 'Documents'.


This is the folder view, where you can view all the folders and documents available to you in your workspace. Click on a folder to open it.


Next, click on a document to view it.


In the document viewer, you have various viewing options and document tools available to you on the right.


How to Apply an Annotation

You can click anywhere on the document to drop a pin and add a note.


You can type your note into the text field on the grey toolbar at the bottom and then view it on your document.


You can share your notes with other members of your workspace or keep them private.
Only Me - Keep your notes private. No other users will be able to see the notes you add to the document.
My Group - Share your notes with users in your Group. Groups members are determined by Workspace Admins.
Everyone - Share your notes with everyone in this workspace.


You can remove your annotations by clicking the rubbish bin icon on the grey toolbar at the bottom.


How to Highlight Document Sections

To highlight document sections, click the Highlight Tool on the right then drag and drop a box over the section you would like to highlight.


You can add a note to your highlight and share it.


Who can see your annotations and highlighted sections is determined by which of the sharing buttons is selected. By default each annotation is set to be visible only to its author.

How to Arrange Documents in a Folder

You can reorder the documents in your Folder. Click 'Arrange' from the 'Actions' menu.


Use the arrange icon to drag, drop and reorder your documents.


Click 'Finish Arrangement' when your documents are in the appropriate order.


How to Move Documents Between Folders

Tick the box next to the documents you would like to move, then click 'Move selected items from the 'Actions' menu on the left.


The documents you've selected will attach to your cursor. Then, click on a folder in your folder tree to drop them in.


Apply Numbering to All Folders and Their Contents

Right-click the root folder of the document tree and select 'Numbering' from the context menu.


Then, tick 'Number items in this folder and its (n) sub-folders'.


The system will automatically apply numbering to the folders and documents in your workspace.


View your documents and folders as a Virtual Binder
This App must be enabled by a Workspace Admin in order for it to work.

Click 'Show as Binder'.


Safelink will automatically generate a click-able index to help you navigate to different documents in your Binder. Click on the tabs to browse different sections or click on a page corner to leaf through the pages.


Click 'Close' to go back to your bundle.


Downloading Individual Documents

Right-click on a document in the folder view and select download.
You can download this file in its original file format or the format that was uploaded into your workspace.
You can download your document with your annotations as a PDF.


The system will generate a report which you can save to your computer or save it back into your room.


Downloading Folders as a PDF

Click on a folder in the folder tree on the left.


Click 'Download as PDF'.


Before you download your folder, customise it! When you are ready to download your PDF click 'Continue'.


Select and Download Documents with your Basket

Tick the boxes next to the documents you would like to add to your basket. You can add documents from multiple folders.


Click 'View My Basket'.


You can download your documents as a ZIP or export them as a PDF.


These are just the basics! The Safelink system has many different types of Workspaces and apps to help you finish your projects and achieve your personal, client and company goals.
Was this article helpful?
Cancel
Thank you!