Desktop Documents Interface

Navigate to “Documents” within the main menu to access the following tabs:

Library tab

The library tab contains folders that organize the source documents uploaded to the platform.

In the Documents library tab, key features and actions include:

• +New Folder
  Creates a new folder in the library.
• Document folder actions
  • Attach sites
    You can share this folder of documents with your selected sites, so any workers assigned to these sites with read/write access can access them
  • Rename the document folder
  • Delete the document folder

Note: Deleting removes the folder and its contents forever. This means it’s unrecoverable.

• Title
  Folder name that categorizes forms. Click to access the list of documents in the folder and further actions for each which include:
  • Uploading Documents to the folder
  • Creating a New Folder (within the folder for further organization)
  • Attach Site
    Attaches a Site to your Document
  • Signing a Document
    Collects your signature which is inserted at the bottom of the document as a means of verification that the person has viewed it. For more information, see Sign Documents
  • Emailing a Document
    Sends an attached copy of a document to an entered email(s)
  • Move Document
    Moves the document to the destination of your choice
  • Enable Offline sync
    Allows the document to download onto a mobile device and be used offline

Note: The email will be sent from the platform, meaning recipients will receive a copy of the document, but will be unable to interact by replying to the email.

• • Rename a document
  • Delete a document

Verified tab

The Verified tab contains a list of documents across the company that have been signed, and provides the details of the Worker, Site and Date Signed.

Note: Signed documents also appear under a Worker’s profile, or the site itself which is an alternate way of accessing proof of verification.

In the Documents Verified tab, key features and actions include

• Email document
  Email a copy of the signed document to a designated email recipient(s).

Note: The email will be sent from the platform, meaning recipients will receive a copy of the document, but will be unable to interact by replying to the email.

• Document
  Click into the listed document which allows you to:
  • View the document (and see the signature which is placed at the bottom of the last page of the document)
  • Download the document to your device
  • Print the document