Overview
The Documents library is where your company stores and organizes shared files: site policies, safety data sheets, training materials, and more. From the library you create folders, upload files, and manage each item with quick actions like sign, share, email, move, rename, and archive.
Use the library to keep company documents in one organized place that the right people can access. This article covers managing documents on Salus Desktop: creating folders, uploading files, and using the per-row actions.
The library has four tabs: Library, where you create folders and manage files; Signed, which tracks documents that have been signed; AI Drafts, an AI-assisted feature covered in a separate article; and Archived, where items you archive are stored and can be restored. This article focuses on the Library tab.
Note: The top level of the library holds folders only. You cannot upload a file to the root. Create or open a folder first, then upload files inside it.
Navigation
Select Documents in the left menu. The library opens on the Library tab, showing your existing folders.
Create a folder
Folders organize your files and are required before you can upload. Create a folder first, then add files to it.
- On the Library tab, click Create Folder in the top right.
- Enter a name for the folder.
- Confirm to create it. The new folder appears in the library list.
Upload a file
Files are always uploaded inside a folder. Open a folder first, then upload.
- Click a folder to open it. The Upload File button appears in the top right, next to Create Folder.
- Click Upload File. Your computer's file picker opens.
- Select the file you want to upload. To upload several at once, hold Shift and select multiple files.
- Confirm your selection in the picker. The files upload and appear in the folder automatically.
Note: Only these file types can be uploaded: PDF (.pdf), images (.png, .jpg), and videos (.mp4, .mov). Other file types are not accepted.
Each uploaded file appears in the folder table with its original filename as the Title, an Uploaded At timestamp, a Total Signatures count starting at 0, and a Signed By You column.
Manage documents and folders with row actions
Every row in the library has an Actions column on the right. The available actions depend on whether the row is a document or a folder. Documents have seven actions. Folders have four.
Document actions
Each document row has seven action icons. From left to right:
Sign
Adds your signature to the document.
Use it when: you need to sign a document yourself.
View signatures
Shows who has signed the document and the date and time each person signed.
Use it when: you want to check who has signed and when.
Share
Opens your device's share options, such as AirDrop, Mail, or Messages, so you can send the file using the apps on your computer.
Use it when: you want to hand the file off through your own device rather than from inside Salus.
Opens the Email Document window. Enter a recipient's email address and click Send Email to send the file directly from Salus.
Use it when: you want to send the document to someone by email without leaving Salus.
Move document
Moves the file to a different folder in the library.
Use it when: a file is in the wrong folder and needs to be reorganized.
Rename
Changes the file's Title in the library. This updates the display name only.
Use it when: the uploaded filename is unclear and you want a cleaner, more recognizable title.
Archive
Moves the file to the Archived tab. The file leaves the folder but is not deleted, and you can restore it later.
Use it when: a file is no longer active but you want to keep it available to restore.
Folder actions
Each folder row has four action icons. From left to right:
Share
Opens your device's share options, such as AirDrop, Mail, or Messages.
Use it when: you want to share the folder through your own device rather than from inside Salus.
Attach site
Attaches the folder to one or more sites and controls who at each site can see it. Opens the Attach To Site window. See the steps below.
Use it when: you want the folder's contents available to people at a specific site.
Rename
Changes the folder's name in the library.
Use it when: the folder name is unclear and you want a cleaner, more recognizable title.
Archive
Moves the folder to the Archived tab. The folder leaves the library but is not deleted, and you can restore it later.
Use it when: a folder is no longer active but you want to keep it available to restore.
Note: Archiving is not the same as deleting. Archived documents and folders move to the Archived tab and can be restored at any time.
Attach a folder to a site
Attaching a folder to a site makes its contents available to people at that site. You can attach a folder to more than one site, and you set the access level separately for each one.
- On a folder row, click the Attach site icon. The Attach To Site window opens.
- Select a site from the Site dropdown.
- Select an access level from the Access dropdown.
- Click Attach to attach the folder to that site.
The Attach To Site window has these fields:
Site
The site you want to attach the folder to. Required.
Use it when: choosing which site should have access to the folder.
Access
Controls who at the selected site can see the folder. Prime Only limits access to the prime contractor. Public makes the folder visible to everyone at the site, including subcontractors.
Use it when: deciding whether subcontractors at the site should see the folder.
Attached sites appear in a list at the bottom of the window, showing the Site name and its Access level. To remove a site, click the trash icon next to it. This detaches the site whether you added it just now or attached it earlier.
What Happens Next
After you upload, files appear in the folder immediately, with no separate processing or confirmation step. Each file is then available to sign, share, email, move, rename, or archive from its row.
When you sign a document, its Total Signatures count updates and the Signed By You column reflects your own signing status. Click View signatures on any document to see who has signed and when. Signed documents are also tracked on the Signed tab at the top of the library.
When you archive a document or folder, it moves to the Archived tab and no longer appears in the Library tab. Archiving does not delete anything. You can open the Archived tab and restore an item at any time.
Frequently Asked Questions
Why do documents and folders show different actions?
The actions match what you can do with each item. Documents have seven actions, including Sign and View signatures, because they can be signed. Folders have four actions: Share, Attach site, Rename, and Archive.
What happens when I archive a document or folder? Can I get it back?
Archiving moves the item to the Archived tab. It is not deleted. Open the Archived tab to find it and restore it at any time.
What do Prime Only and Public mean when I attach a folder to a site?
Prime Only limits access to the prime contractor at that site. Public makes the folder visible to everyone at the site, including subcontractors. You set this separately for each site you attach.
What do Sign and View signatures do?
Sign adds your own signature to the document. View signatures shows who has signed it and the date and time each person signed.
What is the difference between Share and Email?
Share uses your device's own sharing options, such as AirDrop, Mail, or Messages. Email opens a window inside Salus where you enter a recipient's address and send the file directly.
Why can't I see an Upload File button?
Files can only be uploaded inside a folder. The Upload File button does not appear at the top level of the library. Open a folder first, and the button appears in the top right.
Which file types can I upload?
PDF (.pdf), images (.png, .jpg), and videos (.mp4, .mov). Other file types are not accepted.
Who can manage documents in the library?
Full Access and Site Access users can create folders, upload, and manage files. Own Access users cannot manage the library.
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