SS

Square Safety

Safety.

⌂ Overview ▣ Project Workflow ⚙ Project Setup

PDF Space Saver

Convert a PDF to 2 pages or 4 pages per sheet.

Result: the converted PDF is saved directly into Green.

How this page works

1. Setup: Save the header/footer details first.

2. Red: Upload original Word documents and select files to prepare.

3. Yellow: Review PDF previews, download DOCX files if edits are needed, then approve.

4. Green: Move approved files to the Document Library for final use.

KGC Health and Safety Safety Workflow

Live Square Safety customer workflow console for KGC Health and Safety.

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Overview Project Workflow Project Setup

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.

Project Workflow Stages

1

Project Initiation

Create the workspace and confirm project details.

Not Started
2

Document Collection

Upload original Word documents into Originals.

Not Started
3

Review Preparation

Prepare selected documents for review.

Not Started
4

Review & Approval

Review PDFs and approve correct Yellow files.

Not Started
5

Document Library

Move approved files to the Green library.

Not Started
6

Project File Set

Use Green files for the project index and stamping.

Not Started

Header & Footer Workflow 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.
Header/footer setup not saved yet.

Originals

Upload original Word documents here.

Loading Originals from Drive...
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Ready.

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.

0 Yellow file(s) approved for move
Loading In Review files from Drive...
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Ready.

Document Library

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

Ready.
Loading Document Library from Drive...