Site Documents Overview

Using our 'Site Documents' feature, Gather allows you to attach key documents to your Shift Record for easy access on-site.

Site Documents can be uploaded as 'To Be Signed' or as 'Info Only' documents, and can be attached on a Project-wide level or at a Shift Record level and are available to view on our Mobile App and Web App.

Project Documents and Shift Record Documents

Site Documents can be broken down into two different types:

Project documents - these are uploaded to a whole Project and can be accessed on all Shift Records within that Project.
Shift Record documents - these are uploaded to individual Shift Records and can only be accessed on that Shift Record.

These can be uploaded, edited and deleted by following the steps in this article

How to upload, edit and delete Site Documents

This article will show you how to upload, edit and delete Site Documents.

Signable Documents

You can sign Site Documents if they are uploaded as a PDF.

When a User signs a Site Document they must also enter their name, and competency number and agree to the following disclaimer:

By signing, I confirm that I have read and understood the document named (Your document's name).pdf. I agree that the information I have provided above together with my location and time/date will be used as an electronic representation of my signature.

Users can then sign the document on their Mobile App or the Web App. The signature itself can then be viewed to ensure compliance.

How to sign documents on Site

This article will walk you through how to sign a Site Document.

How to view signatures on Site Documents

This article walks you through how to view signatures on your Site Documents