- Using SafetyCulture
- Documents
- Add or remove files from sites
Add or remove files from sites
Learn how to add or remove files from sites to help you keep your files organized, accurate, and up to date.Why add files to sites?
As teams handle more documents over time, adding files to sites makes it easier to scale file management across multiple locations. Instead of creating folders or labels, you can link each file to one or more sites and then filter your list by site to quickly see which files apply to each location. Files you add to sites still follow your existing Documents access settings, so you control who can view or edit using owners and share options.
Use sites for “where this file is used” and labels for “what this file is about,” such as equipment type, department, or document status.
You can only select up to 100 sites per file. In addition, you can view sites where your files belong to via the mobile app from version 25.44 or above.
What you'll need
If you have "Documents: Administrator" permission, you can add or remove any files in your organization from a site.
Add a file to sites
Select
Documents from the menu on the left-hand side.Select the file from the list or inside a folder.
Click
Edit on the upper-right of the page.Under “Site”, click the dropdown menu.
Check the box of each site you want to add the file to, then click Done.
Click Save on the upper-right of the page.
Depending on your organization's site selection settings, you'll be able to see all sites or levels in your organization or only ones you're a member of.
Remove a file from sites
Select
Documents from the menu on the left-hand side.Select the file from the list or inside a folder.
Click
Edit on the upper-right of the page.Under "Site", click
on the right-hand side of the sites you want to remove.Click Save on the upper-right of the page.
Frequently asked questions
When you delete a site, any files linked to that site stay in Documents and remain accessible based on their existing owners, share settings, and permissions. The deleted site still appears when you edit the file, so you can remove it if it no longer applies. To keep your records accurate, review key files and remove any deleted sites, or link them to a new site.
No, adding a file to a site only links them and doesn't give file access to its members.
Yes. When you filter by site, the file list shows all files linked to that site, including any folders that contain those files and based on the filters you applied.
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