Square Safety File Library

Live Square Safety file library.

Home Audit

Originals

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In Review

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Document Library

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How this page works

Use this page to move documents through the Square Safety workflow: Red Originals, Yellow In Review, and Green Document Library.

1. Header/Footer Setup Save the footer message, date, version number, and revision number before preparing files.
2. Originals Upload original Word documents, tick the files you want, then click Prepare for Review.
3. In Review Open the PDF preview, download/edit the DOCX if needed, then approve the correct files.
4. Document Library Click Move Approved to Library to move approved Yellow files into Green for final use.

Header & Footer Print Setup

Review files will use the generated Square Safety header and footer.

1. Type the footer message.
2. Choose the header date.
3. Set Version No. and Revision No.
4. Click Save Header/Footer Setup before preparing files for review.
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Choose today’s date or a custom date.
Displayed next to REV.
Displayed as revision number.
Used for the footer {{LOGO}} in stamped documents and generated indexes.
No footer logo loaded yet.
Header/footer setup not saved yet.

Originals

Upload original Word documents here.

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In Review

Review the generated PDF, download the DOCX if edits are needed, then tick Approve for the files that are ready. Click Move Approved to Library to move approved review documents into the Green Document Library.

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Document Library

This is the final library. Approved Yellow documents move here. Green files are used later for project indexes and stamped project packs.

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Use “Rebuild missing PDFs after manual DOCX upload” only when a DOCX was manually edited, downloaded, and uploaded back into Green without a matching PDF.
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