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My Documents: Creating, Editing and Deleting Documents on the Web
My Documents: Creating, Editing and Deleting Documents on the Web
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

Updated 10/15/2024

Log into iReportSource at https://www.ireportapp.com/login

  1. Access your Home page by choosing a location

  2. Click on Document Repository in the menu to the left and click on My Documents:

3. Here you will see all documents that have already been uploaded by yourself, or your completed Safety Trainings:

Creating/Uploading New Documents

1. To Create or Upload a new document, on the My Documents page click on the Create Document button in the top right corner:

2. Choose from a Premade Document or to Upload a document. Click Create to proceed.

NOTE: Premade documents are forms to fill out like Recurrence, Relapse During Recovery & Continuing Treatment for an injury, or Transitional Return to Work Program after an injury.

3. If you choose Premade Document, choose the type and click Continue, then fill out the appropriate/required fields, sign the document and click the Create button

If you choose Upload Document, you’ll be taken to a place to Add Attachments and give a title & description for the document you are uploading, then click the Create button.

Editing Documents

1. To Edit a document, click the row the document appears in on the list:

2. Click Edit Document on the top right corner of the page:

NOTE: This only appears on Documents you have the ability to edit.

3. At this point, you can either make the necessary edits in the document and click Save at the bottom of the page, or you can click the Delete Document button, which is where the Edit button was previously:

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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