Who is this article for?

Users who want to learn how to upload and manage files.

No elevated permissions are required.

This article covers uploading and managing files directly in your Lucidity account. Manage all uploaded files through an intuitive interface that allows you to organise, edit, delete, and share with ease.

1. Introduction

Many Lucidity Software modules have the ability to upload files, from either a computer or a portable device such as a mobile phone or tablet. The list of possibilities is endless, but some examples are:

• A statement of attainment in Lucidity Competency.
• A medical certificate in Lucidity RTW.
• A user manual in Lucidity Asset.
• A photograph of a hazard in Lucidity Risk or Lucidity Incident.
• An image of an employee in Lucidity HR.
• Additional instructions in an Action for an end-user.
• An eLearn presentation in Lucidity Induction.

2. Uploading files in Lucidity modules

Refer to the Lucidity App user guide for more details on managing images in the App. 

In most cases, the steps in uploading, editing, downloading and deleting simple files from a computer is the same throughout all Lucidity Software modules. When working with more complex files, such as eLearns in Lucidity Induction, refer to the specific user guide for further instructions.

2.1. Uploading files

To upload a file, from the relevant module:

1. Click Add Document or Upload File.

2. Locate the file in the computer's local or shared drive and select Open.

3. The file will be displayed within Lucidity Software.

4. Repeat step two if more than one file is required.

5. Once all files have been sourced, edit the file name and add a description as required.

6. Click Upload for each file.

Note: The time required to upload depends on the file size.

Note: Files must be uploaded prior to saving the entire page. Saving the page first will save any details within the page but will not save the attached files.

7. Complete the rest of the page as required and click Save or Save and New.

3. Editing files

To edit an uploaded file, from the edit page within the relevant module:

1. Click Edit on the far right-hand side of the file.

2. Edit the title and description of the file as required.

3. Click Save for changes to be applied.

4. Downloading files

1. Downloading previously uploaded files can generally be done from either the edit page by clicking the link:

2. Alternatively you can click the download button next to the saved item, for example a training record in Lucidity Competency:

5. Deleting files

To delete an uploaded file, from the edit page within the relevant module:

1. Click Delete on the far right-hand side of the file.

2. Click OK to confirm the deletion.

3. Click Save or Save and New to save the item.

6. Supported file types

6.1. File types

The following table lists the supported file types that can be uploaded into Lucidity Software from a computer (only images can be uploaded into the Lucidity App).

6.2. Scanning attachments and scan settings

When scanning files in preparation for upload into Lucidity Software, it's important that the file size isn't too large to avoid experiencing delays uploading (or future downloading). The recommended scan settings are:

1. Scan using the following settings:
   • Monochrome.
   • Use either 150 dpi or 200 dpi resolution.
   • Scan to PDF where possible.
2. Avoid scanning .tiff.
3. When scanning to .jpg, use a quality setting of eight or Medium.
4. Keep the files sizes below 500KB where possible.

7. Further reading

• Attaching photos
• Scheduling emails and reports
• Viewing Videos and webinars