The Documents Library is the central place to keep source documents that you can upload in various formats (pdfs, images, videos). From here, folders can be shared by assigning them to a site, where workers have the ability to view and/or sign documents (depending on the settings on their profile – read/write access).
Signed documents are then saved under the worker’s profile (and linked to a site if relevant), and kept in the Verified tab of the Documents library.
The original source document is kept in its original condition in the library so it can be shared with other workers in the future.
Different ways of viewing signed documents include:
- In the Company’s Documents, under the Verified tab
Note: This area also allows you to email copies of the signed document to an entered email.
- In a site’s Site Documents
Note: This allows you to view the documents and signatures for your site, but not interact with them.
- Under a worker’s profile in the Documents tab
Note: This allows you to view the document and signature for your worker, but not interact with them.
Accepted formats
The following formats can be uploaded, shared, viewed and signed through the documents library:
- Images (e.g. jpg, png)
- Videos (e.g. mp4, mov)