Document Management
Your Compliance Documents - Organised and Accessible
Every certificate, policy or report where you need it, when you need it.
Secure Upload & Storage
Keep everything safe and updated
Version Control
Never lose track of the latest updates
Role Based Access
Control who can view or edit each file
Document Builder
Create and edit documents in app
Bulk Upload
Upload multiple files in one go
Expiry & Renewal Alerts
Automated reminders for expiring documents
Custom Categories
Organise documents for faster retrieval
Download & Export
Instantly export files in various formats when needed
Sign Off
Enable sign off workflows with user or role level approvals
Effortless Document Management for Safer Operations
Safely’s document management tools give you total control over critical compliance, safety, and operational paperwork. From tracking training certificates and permits to storing policies, supplier docs, and equipment manuals — everything is centralised, searchable, and automatically monitored for expiry. No more paper folders, missing certificates, or outdated versions — just one smart system that keeps you inspection-ready and your team aligned at all times.
Training Certificates
Track expiries and keep skills up-to-date
Upload and manage all employee training records in one secure place — from food hygiene to fire safety. Safely automatically flags upcoming expiry dates and renewal needs, helping you stay compliant with regulatory standards and ensuring all staff remain properly certified.
Supplier & Safety Documents
Instant access for spot checks and audits
Upload delivery specifications, allergen statements, and supplier certificates into clearly labelled categories for every vendor. Safely makes it easy to provide proof of due diligence, streamline supply chain audits, and support safer procurement decisions.
Equipment Manuals
Simply maintenance with easy access to manuals
Store operating instructions, service guides, and warranty documents for all kitchen and site equipment. QR code access makes it simple for staff to view manuals directly from the unit, reducing downtime, improving maintenance, and ensuring safe and correct equipment use.
Policy Management
Live policies with version control
Keep every policy — from cleaning protocols to maintenance procedures — up to date and in one place. Safely’s version control and change history logs ensure every update is traceable and auditable. Employees can easily access the latest version at any time, reducing confusion and non-compliance risks.
Compliance Certificates
Certifications at your fingertips
From hygiene inspection reports to public liability insurance and pest control records — all your key certifications are securely stored and searchable. Set expiry alerts and access documents instantly, helping you stay audit-ready and fully covered at all times.
License & Permit Storage
Stay organised, stay legal
Safely keeps all your business-critical licenses and permits — from alcohol sales to waste disposal — securely stored and organised by location or category. Built-in expiry notifications help you avoid lapses, fines, or regulatory breaches.
Customer Story
“Managing our documents is simple, from training to HACCP policies we are covered”
FAQ
Q: Is data encrypted and backed up?
A: Yes, Safely uses industry-standard encryption and daily backups.
Q: Can we share documents externally?
A: Documents can be securely shared with suppliers, inspectors, or auditors.
Q: Who can access or edit documents?
A: Access and editing rights are controlled with role-based permissions.
Q: Can we track changes and document history?
A: Yes, every edit, view, and download is logged for full auditability.
Q: Will we get reminders for expiring documents or certificates?
A: Absolutely—automated alerts notify you before documents expire.
Q: Can staff access documents on mobile devices?
A: Yes, all documents are accessible from any device, anywhere.
Q: Can documents be organised by tags or categories?
A: Yes, use custom tags and categories for fast, organised retrieval.
Q: Is electronic sign off supported?
A: Yes, documents can require and record role-based digital signatures.
Q: What file types are supported?
A: Safely supports all common file types, including PDF, Word, Excel, and images.
Q: Can we restrict document visibility to certain teams or sites?
A: Yes, documents can be shared with specific users, teams, or locations as needed.